Member Application Form
Hi there, please fill out the form and our team will look into it.
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
What’s the name of your business?
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Are you a member of CLM and/or 1 infinity
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YES
NO
The Securities and Exchange Commission (SEC) defines an accredited investor as someone who meets one of following three requirements:
* Income: Has an annual income of at least $200,000, or $300,000 if combined with a spouse’s income. This level of income should be sustained from year to year. * Professional: Is a “knowledgeable employee” of certain investment funds or holds a valid Series 7, 65 or 82 license. * Net Worth: Has a net worth of $1 million or more, either individually or together with a spouse, but excluding the value of a primary residence.
Are you an accredited Investor?
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YES
NO
What’s important to you about money?
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When you think about your money, what needs, concerns or feelings come to mind?
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What would you like to achieve with your money?
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What is your time horizon for the money that you are looking to invest in the syndicate?
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What are your goals for investing in the syndicate? (check all that apply)
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Impact
Income
High Multiple Exits
Low Multiple Exits
Wealth Creation
Wealth Preservation
Other
What types of investments do you own? (check all that apply)
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Real Estate
Individual Stocks
ETFs
Mutual Funds
Privately Held Businesses/Syndicates
Art
NFTs
Cryptocurrency
Other
In a few sentences what does your business do?
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What is your experience investing in privately held companies and/or syndicates, how many have you invested in?
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What is your philosophy and process for evaluating potential investments?
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Are you comfortable knowing that your investment in a private company syndicate has a high potential for return but as a result, a high potential for complete loss of your investment?
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What % of your liquid net worth would you be investing in the syndicate this year?
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Approximately how much per year do you donate to charity?
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We will be holding Monthly Virtual Meetings, Quarterly Report Meeting, and 1 Yearly in-person Conscious Capital MASTERMIND. Would you be interested in joining us for our in-person meeting?
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YES
NO
Other
Education is very important to the CC Team. Are there any topics that you would like to learn more about in the near future?
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