04 Investor Avatar · Step 3 of 5
Investor personas
Pick the personas to refine for this offering. Fit is separate from eligibility and from permission to approach.
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Which investor personas fit this offering, and why?
Persona library
Based on growth equity. Passion & Industry Enthusiasm · Check $100K–$500K · Hold 5–7 yrs · Risk High
Based on private credit. Income-Oriented · Check $50K–$250K · Hold 3–5 yrs · Risk Moderate
Based on senior-secured debt. Capital Preservation · Check $100K–$1M · Hold 2–4 yrs · Risk Low
Based on real assets. Portfolio Allocation & Diversification · Check $250K–$2M · Hold 5–10 yrs · Risk Moderate
Based on renewable infrastructure. Impact & Values · Check $50K–$500K · Hold 7–12 yrs · Risk Moderate
Based on lower-middle-market private equity. Capital Growth & Appreciation · Check $250K–$1M · Hold 4–6 yrs · Risk High
All personas, check sizes, holds and risk levels are Example placeholders. Brad will supply the real personas and the rules for when each is suggested; Ryan McDermott approves the figures.