DeFiancy Consulting Application Questionnaire

1
What is your name?* This field is required.
First Name
Last Name
2
Hi. What is the best number to reach you? * This field is required.
Please enter a valid phone number.
3
Best email address for you?* This field is required.
example@example.com
4
What best describes you? (Please select all that apply)* This field is required.
I am a beginner. I’ve never invested in cryptocurrency before but I am eager to have someone help me get started correctly.
I am a crypto investor. I would like a consultation on my general investment strategy.
I am a crypto investor. I would like a consultation on using my portfolio to create a passive cashflow yield.
I have money in my crypto and/or savings account that I would like to use to set up a crypto portfolio as collateral to borrow against, so that I can give myself a loan without selling my crypto assets, essentially becoming my own bank.
I am in need of a developer or engineer for a crypto project that I am involved with.
I need help recovering crypto that I have lost access to.
I need a crypto tax strategy consultation.
Other.
5
If you are looking to begin investing in crypto, do you have access to funds that you are ready to invest?
YESNO
6
How much are you wanting to invest?There isn’t an amount we say consider starting with, but there is a frame of mind I will share that may help you come up with a number. First of all, with all investing, never invest more than you can afford to lose. On the other hand, always have enough skin in the game to care. You want to keep your interest high so that you learn and pay attention. Example: if you invested $20 bucks and lost it, who cares. If you 5X your investment, it’s only $100. But let’s say you invested $2,000. If you lost that you would probably be very disappointed. If you 5X that investment to $10,000, you’d want to celebrate. The return on investment was the same in both scenarios, but the skin in the game was very different. Another consideration is diversification. If you invest, say, $100, it doesn’t give you much room to divide that $100 in to different tokens to diversify. If you invest thousands it does. Last thing to consider is education. If you’re investing enough, it makes sense to have one of our consultants teach you, get you up to speed, diversify your portfolio, account security, etc. How much are you wanting to invest?
7
What is the total estimated value of your crypto portfolio?We ask this question to see if there are enough funds for certain strategies that we might show you.
8
What is the estimated value of the crypto you lost access to?
9
If you are are a crypto investor, what exchange(s) do you currently have set up? (Coinbase, Crypto.com, Kraken, Robinhood, etc.)
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10
If you are a crypto investor, what wallet(s) do you store your crypto in? (The exchange(s) listed above, a cold storage wallet, metamask, etc.)We ask this question to see what work would be needed in accessing your crypto for whatever your goal is in this consulting session. Some take much longer to access than others.
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11
If you are a crypto investor, what tokens do you currently own? (If you own a multitude of tokens, please indicate which tokens you own the most of)We ask this question to see what tokens we can help you use for the lending or passive yield protocols.
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12
If you are a crypto investor, do you use a Virtual Private Network (VPN)?
Yes
No
I have no idea what a "VPN" is.
13
If you are a crypto investor, do you use a mobile device or a PC for your transactions?
Mobile
PC/Mac/Desktop Computer
Both Mobile & PC/Mac/Desktop Computer
14
If you are wanting to use your crypto as collateral to borrow against it to use for other purposes, essentially becoming your own bank, can you share how much you are wanting to borrow, and how fast you need the funds?
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Ok
15
Depending on your goal for this consultation, if we decide we are able and willing to consult with you, are you willing to invest in a consultation with us?* This field is required.Answering “yes” to this question does not guarantee a consultation with DeFiancy, nor does it lock you in to a consultation. If we accept you as a client, you will receive a quote for consultation that you can accept or deny before proceeding further.
YESNO
16
How did you hear about DeFiancy?* This field is required.
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17
If you know a consultant with DeFiancy, please provide us with their name.
18
Can you tell us anything else about you, your situation, goals, or questions for our consultants?
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