Onboarding Questionnaire

What's your name? *

First NameLast Name

What's your fund's name?*

What's your email? *

(If you are currently onboarding, please use the email you would like to you for your Avestor portal login. If you already have an account, please use the email associated with your account.)

Do you have a professional website? If yes, what is the url?*

Does your fund have a logo?*

YesI'm currently working on itI plant to make one in the next 1 - 5 monthsI have no plans to make a logo for my fund

Refer to this guide when creating or resizing your graphics to make sure they fit properly on the Avestor platform. Click Here for Graphic Requirements

If yes, please upload your logo, fonts, and brand guideline.

Do you have a current pitch deck for your deals?*

YesI'm currently working on itI plan to in the next 1 - 5 monthsI have no plans to make a pitch deck for my fund

If yes, please upload your current pitch decks.

Please write a 2-3 sentence fund bio. Please include the asset classes you are targeting.*

Please outline your strategies for attracting investors to your fund.*

Are you currently speaking with or considering the use of a marketing agency for your fund? If yes, which agency are you debating or intending to work with?*

Do you have an advertising strategy or plan to utilize advertisements as a means to attract investors? If yes, which platform(s) do you intend to utilize? Examples may include Facebook ads, LinkedIn ads, or others.*

Do you have any marketing assets developed for your fund's marketing funnel? IE: landing pages, lead magnets, videos, advertisements, email automations. If yes, please list the assets and how your funnel is set up.*

Please upload any lead magnets, videos, emails, and advertisements in your marketing funnel.

Are you part of a Mastermind or other Coaching Program? If yes, what program are you in?*

Are you using a CRM or email marketing tool? If yes, what service do you use?*

The following are key marketing elements that are required to grow and scale your fund. Please select the one that aligns best with your needs.

	Already Have	Currently Working	Plans to Create in the Near Future (1-5 Months)	No Plans
Professionally Designed Website
Professionally Designed Logo
Brand Style Guide
Fund/Deal Pitch Deck
Lead Magnet
Videos (e.g. Fund Strategy, Fund Manager Bio)
CRM Email Templates
CRM Automation