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Thank you for reviewing the preview of the 2025 Employee Ownership Capital Roadmap, and for sharing your thoughts with us.

We’re gathering high-level feedback to ensure the framing, tone, and recommendations resonate across audiences. Your feedback will help ensure the final Roadmap represents the best thinking and shared vision of the EO investing community. Please focus on what feels missing, overstated, or unclear—and where the Roadmap could be stronger or more actionable. Thank you for taking the time to read the Roadmap preview and for sharing your thoughts with us!

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1. Name

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3. Organization

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4. What best describes your current role? (You can check more than one).

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5. How did you become involved in the Roadmap preview feedback process?

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6. How clear and compelling do you find the overall framing of the Roadmap?

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7. How well does the Roadmap capture the current state of the EO investing field?

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8. Are there areas where you feel the framing & discussion of the field misses or overstates something important? (optional)

RECOMMENDATIONS: In the section below, we ask that you please examine the Recommendations section of the Roadmap, and share any reflections on what feels missing, overstated, or unclear, or priorities you’d add or reframe.

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9. Mobilize Investment — What’s missing, overstated, or unclear? Any priorities to add or reframe?

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10. Power the Narrative — What’s missing, overstated, or unclear? Any priorities to add or reframe?

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11. Deepen Infrastructure — What’s missing, overstated, or unclear? Any priorities to add or reframe?

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12. Advance Policy — What’s missing, overstated, or unclear? Any priorities to add or reframe?

Final Thoughts & Questions

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13. How useful will this Roadmap be to your work? Where do you believe it will be most useful? How can we make it more useful?

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14. Any additional thoughts, examples, or resources you’d suggest we integrate in the final version?

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15. As we think about Roadmap dissemination and Roadshow events in 2026, how should we partner with you and your network, and where should we be sharing about this resource and information?

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