Unltd Advantage Investor Enquiry Form Unltd Advantage seeks to identify and broker investment opportunities in the social enterprise sector. We work with established social enterprises that demonstrate the following characteristics: Proven, scalable social business model UK beneficiaries Cash flow neutral / positive Good management Seeking funding of £250k upwards We are looking for private and professional funders seeking opportunities for grant, loan and equity funding in the social enterprise sector, and with a minimum investment level of £50k. If you think there could be an opportunity for us to work together, please fill out this form and return to email@example.com 1. CONTACT DETAILS Title First Name Surname Email Address Postcode Telephone (continued on next page) 2. INVESTMENT OPPORTUNITIES YOU COULD BE INTERESTED IN Sectors / areas of business you are seeking to invest in Legal Structure Registered Charity ( ) (please select all that apply) Company Limited by ( ) Guarantee ( ) Community Interest Company ( ) Company Limited by Shares ( ) PLC ( ) Unincorporated ( ) How much funding can <£100k ( ) you provide? £100k-£250k ( ) £250k-£500k ( ) £500k-£1m ( ) £1m+ ( ) Rather not say ( ) What type of funding can Grant ( ) you provide? Equity ( ) (please select all that apply) Quasi Equity ( ) Loan ( ) Are you a private investor? (Yes / No) If so, are you a certified sophisticated investor? (Yes / No / Don’t Know) Are you representing a fund/investment group (Yes / No) If so, name of fund/investment group How did you hear about Through an Unltd award winner ( ) us? UnLtd website ( ) Event ( ) Flyer ( ) Press coverage ( ) Word of mouth ( ) Referral ( ) Other ( ) (continued on next page) Please note that we will not share any of your details with third parties. Many thanks for your registration. Please email this completed form to firstname.lastname@example.org and we will come back to you shortly to discuss investment opportunities further.
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