Private Equity Investment Questionnaire


A private equity investment questionnaire is a document which contains certain questions designed to test the private equity investment habits of an individual. This is usually provided by the investment agency to potential clients in order to determine if the client is suited to the perils of private equity investment. Therefore the questions have to be relevant and to the point. They should not force answers out of the client, but should encourage him to answer spontaneously.

The document is a critical one and care should be taken to give it the consideration that is due to it. The private equity investment questionnaire must be created with foresight.

Sample Private Equity Investment Questionnaire

The following questions are designed to extract information about your private equity investment history. Please answer all of them.

  • Does your investment profile have international appeal?

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  • What is the kind of private equity that you, as potential investor, are looking at in the long run?

(a)    Business angles

(b)   Private equity funds

(c)    Venture capital funds

 

  • Mention your reasons for the above answer

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  • What are your ideas about raising capital for any private equity project? How do you propose to do that?

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  • Are you aware of the risks which are incumbent on any venture of private equity? If yes, then how do you propose to deal with the inevitable fluctuations and adverse trends in the share market?

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  • Have you ever had previous experience of private equity?

(a)    Yes, I have

(b)   No, I have not

 

  • If yes, please provide details and the amount of money you have gained or lost in that venture:

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  • Please provide a detailed account of your business profile for our archival purposes. (All the information contained here is confidential and will not be let out under any circumstances.)

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Category: Investment Questionnaire

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