ISF Capital Provider Questionnaire

First Name *

Last Name *

Title *

Organization *

Email *

Address Line 1 *

Address Line 2

City *

State *

Enter required value

Postal Code

Phone *

Website URL:

LinkedIn *

Please add the URL for your LinkedIn profile

What is your role? *

For capital providers, please disregard any options referring to Independent Sponsor roles.

Enter required value Emerging Independent Sponsor Established Independent Sponsor Family Office Investment Banker/Broker Lender Private Equity Investor SBIC or Mezzanine/Credit Investor Other RIA Fund of Funds (Targeting IS) Limited Partner Capital Raising

Form of Capital *

Please select all that apply.

Common Equity

Control Equity

Loans

LP Allocation

Mezzanine Financing

Minority Equity

Preferred Equity

Senior Secured Debt

Senior Unsecured Debt

Subordinated Debt

Other

On average, what percentage of your check is debt? *

Enter required value 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Have you invested in Independent Sponsor-led deals before? *

Enter required value Yes No

In how many Independent Sponsor-led deals have you invested? *

If no, do you have a defined strategy?

Ideal check size per deal, on average *

Enter required value $1M - $3M $3M - $5M $5M - $10M $10M - $20M $20+

Industry Preference *

Please select all that apply.

Generalist - No Preference

Aerospace/Defense

Business Services

Chemical/Biotechnology

Consumer

Diversified

Education

Energy

Financial Services

Healthcare

Hedge Funds

Industrial/Manufacturing

Infrastructure

IT/Software

Media/Communications

Real Estate

Restaurant & Food Service

Technology

Other

Do you require board seats? *

Enter required value Yes No Other

What additional resources do you offer? *

Enter required value Funding for add-ons Industry Connections Operating Resources/Partners Deal-centric Transaction Resources Other

How early do you prefer to be engaged with the deal? *

Enter required value Pre-LOI Post-LOI Other

Describe your stance on deal economics, such as deal fee, management fee and promote/carry

Describe your stance on broken deal costs