Investor Syndicate Application

Investor Syndicate Application
🔗Refer to our investor deck on how we can de-risk your ventures

Happy Wellness Group specializes in wellness-related deals, however we see a wide range of opportunities across many sectors, so use the "other" option where applicable. Thank you!
Which Best Describes You?*

Angel / HNWIVenture Firm (VC)Corporate Venture (CVC)Family OfficePrivate EquityHedge FundInvestment Bank / Asset ManagerBroker-Dealer / Investment BankOther
Do you invest in Funds? Or only Companies? (select one)*

I only invest in companiesI invest in both funds & companiesI only invest in funds
Contact Name*

First NameLast Name
Title*
Contact Email (Primary)*
Cell Phone Number (U.S. Based "+1")
Company Name*
Company Website (if applicable)
For compliance purposes, please confirm your investor status (select all that apply):

Accredited InvestorQualified Purchaser (QP)Institutional Investor / Family Office (assumed QP)None of the aboveOther / Not sure
So that we can send you the best fitting direct deals, please fill out some basic information

The more information you provide, the more accurate your customized deal flow will be
Which Sectors Best Fit Your Investment Thesis? (select all that apply)*

*Sector Agnostic / Send ALL YOUR DEALS that fit my preferences* << if chosen, do not select othersCPG / Consumer BrandsSports / Athletics / FitnessHealth / Science / HealthcareTechnology / SoftwareMedia / EntertainmentHospitality / Real EstateEnvironment / Sustainability / ImpactCannabis / Alternative WellnessOther
What specific CPG categories?

All / AgnosticFoodBeverage (Functional Drinks)Spirits / AlcoholNon-AlcBeauty & Personal CareSupplementsHousehold ProductsApparelPet CareOther
What specific Sports / Athletics / Fitness categories?

All / AgnosticSports Teams / FranchisesSports ArenasWearables / Hardtech / Health TechPersonal FitnessOther
What specific Health / Science / Healthcare categories?

All / AgnosticLongevity / Biotech / Health SciencesMental Health / TherapyMedical DevicesWomen's HealthInsuranceOther
What specific Technology / Software categories?

All / Agnostic"AI" - Artificial IntelligenceB2B SaaSFinancial Wellness / FinTechAppsOther
What specific Media / Entertainment categories?

All / AgnosticMedia / Marketing / Social MediaMusicMovie Studios / TV & Film ProductionOther
What specific Hospitality / Real Estate categories?

All / AgnosticRetail / Four-Wall ConceptsReal Estate / Land & Building DevelopmentOther
What specific Environment / Sustainability / Impact categories?

All / AgnosticAgTechFood Production / Supply Chain / IngredientsEnvironment / Climate TechRenewable EnergyOther
What specific Cannabis / Alternative Wellness categories?

All / AgnosticCannabisPsychedelics & Functional BotanicalsAlternative TherapiesOther
What stage(s) are you open to invest in? (select all that apply)*

Pre-SeedSeedSeries ASeries BSeries C and aboveGrowth / ExpansionPre-IPOSecondary / LiquidityBuyout / Majority ControlOther
Do you have a MINIMUM ANNUAL REVENUE threshold for investment consideration? If so, please enter the required ARR (USD $) amount below.
Enter multiple if it varies for different sectors
Do you have a MAXIMUM VALUATION CAP? If so, please enter the highest threshold (USD $) amount below.
Enter multiple if it varies for different sectors
Are you an accredited investor?*

YesNoN/A
Are you a QP (Qualified Purchaser)?*

YesNoUnsureN/A
Do you lead rounds?*

YesNoPossiblyOther
What is your typical direct investment check size into companies? (in USD $)
What type of deal structures do you prefer? (select all that apply)

SAFE / Convertible EquityPreferred EquityDebtConvertible NoteOther
What specific Debt categories?

All / AgnosticLoans / Revenue-Based FinancingLine of Credit / Venture DebtOther
What is your investing thesis?
What's an example of an *ideal* investment opportunity for you?
Geographic Focus: Do you have a specific region or market you focus on?

n/aUSALatin AmericaEuropeAsia-PacificMiddle EastAfricaOther
Do you prioritize any founder characteristics?

Female FounderMinority / Underrepresented FounderLGBTQ+ FounderFirst-Generation FounderVeteran FounderDisability / Neurodiverse FounderOther
Fund Questions
What types of funds do you invest in?*

All / AgnosticSector-Specific FundsVenture Capital (VC)Private Equity (PE)Fund of FundsHedge FundsReal Estate FundsInfrastructure / Energy FundsOther
What specific fund sector(s)? (please write all)*
Typical fund commitment size?*

<$1M$1–5M$5–10M$10M+Other
How did you hear about us?*
Anything else we should know?
Would you like to receive private event invitations & deal flow via text? (*recommended)*

YesNo
Would you be interested in learning more about how Happy Wellness can support my portfolio or projects?*

Yes, send me more informationNot at this time
Do we have permission to publish your name in the "new members" section of our upcoming newsletter for our private, investor-only community?*

YesNo
[AGREEMENT] By agreeing to be part of the Happy Wellness syndicate, I agree to receive exclusive deals for consideration and I am open to introductions.*

I agree
I agree to receive recurring automated text messages at the phone number provided. Msg & data rates may apply. Msg frequency varies. Reply HELP for help and STOP to cancel. View our Terms of Service and Privacy Policy.
Label - investor

Investor - Contact
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Investor Syndicate Application

So that we can send you the best fitting direct deals, please fill out some basic information

Fund Questions