About the Raise – General Questions

What’s your share price?

What is the minimum investment size?

What kind of shares are you issuing?

How much are you raising?

What is the company's current valuation?

Why should I invest?

How will the company make money?

How do I know people will buy this solution?

Are there more opportunities ahead?

Why didn’t a bigger company do this already?

How do you plan to use the proceeds from this funding round?

What perks do I get for investing?

Can I attend a live webinar?

How do I get a return on my investment?

How long are you expecting the company to operate before another round?

What is the company’s exit plan?

How many shareholders do you have already?

What is the refund policy for this investment? If you have a cooling off period, how long is it? Any specific terms?

Reg A+, CF, D, S – Investment Logistics

When will I receive my shares?

Do you have bonus shares / tiers & perks structure?

When will I receive my bonus shares / perks?

Can I see my investment details after investing?

Are there higher fees for credit card vs. ACH?

Where/how can I sell my shares?

Will you pay dividends?

Why invest in startups?

How much can I invest?

How do I calculate my net worth?

What are the tax implications?

Who can invest in a Regulation CF offering?

What do I need to know about early-stage investing risks?

When will I get my investment back?

Can I sell my shares?

What are the exceptions to the one-year lock-up period?

What happens if the company doesn’t reach its funding goal?

How can I learn more about the company’s offering?

What if I change my mind about investing?

Specific Client Questions (Example Guide)

What is the company’s core business?

Where are your headquarters located?

How many employees do you have?

Are your products ready for customers?

Are you operating in international markets?

What is the roadmap for the next 3-4 years?

Are you profitable now? If not, when will you be?

Do you hold patents or trademarks?

What is your path to profitability?

Who are your competitors, and what are your advantages?

What types of products do you make?

Financial Performance & Numbers

What is the company’s total revenue to date?

What is the company’s revenue growth?

What percentage of revenue is generated from specific markets (e.g., U.S. vs. International)?

What are the company’s key financial projections for the next 3-5 years?

How much cash or runway does the company have?

What is the breakdown of expenses?

What are your profit margins or expected margins?

Do you have any notable investors or funding rounds already completed?

Milestones & Future Goals

What key milestones has the company achieved so far?

How has the company evolved since its inception?

What are the company’s short-term goals (next 12-24 months)?

What are the long-term goals over the next 3-5 years?

What challenges does the company anticipate, and how do you plan to overcome them?

Client Onboarding Questionnaire

About the Raise – General Questions

Reg A+, CF, D, S – Investment Logistics

Specific Client Questions (Example Guide)

Financial Performance & Numbers

Milestones & Future Goals

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