CARIBEquity Investor Toolkit Online

Section 8 – Demographics

Max Points: 0 (Baseline information only)

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Q1a. Which type of investor best describes you? Single choice, Mandatory

High Net Worth Individual (HNWIs)

Entrepreneur / ESO

Corporate

Other (please specify)

Q1b. In which industry or sector are you mainly active? Single choice, Mandatory

Agriculture / Agri-business

Energy & Clean Tech

Finance / Fintech

Tourism / Hospitality

Health / Life Sciences

ICT / Digital Economy

Retail / Commerce / Distribution

Manufacturing / Logistics

Other (please specify)

Q1c. What is your primary role or function in your organization? Single choice, Mandatory

C-level executive (CEO, CFO, etc.)

Senior management / Director

Professional investor (fund, family office, angel group)

Entrepreneur / Founder

Other (please specify)

Q2. Where are you primarily based today? Single choice, Mandatory

Based in the Caribbean

Based outside the Caribbean – Diaspora (North America or Europe)

Based outside the Caribbean – Other region

Other (please specify)

Section 2 – Knowledge & Risks

Max Points: 30

Q6. Which risks do you most associate with early-stage investing in the Caribbean? Multiple choice, Mandatory (Select all that apply)

Total loss of capital invested

Illiquidity (no exit for many years)

Dilution in later rounds

Low diversification (concentrated portfolio)

I don't know

Other (please specify)

Q7. Which statement is correct? Single choice, Mandatory

Early-stage investments can be sold easily at any time

Early-stage investments are illiquid and may last 5–10 years before exit

Early-stage investments guarantee a minimum return

I don't know

Q8. Which investment mechanisms are you familiar with? (select all that apply) Multiple choice, Mandatory

SPV (Special Purpose Vehicle)

SAFE (Simple Agreement for Future Equity)

Side letters (special clauses for certain investors)

Syndication / co-investment

None of the above

Q11. How comfortable are you with the following challenges of small fragmented markets? Likert 1–5 for each (1 = Not at all comfortable, 5 = Very comfortable), Mandatory

Section 3 – Risk Tolerance Simulation

Max Points: 0 (For reflection only, not scored)

Q9. Suppose you invest USD 50,000 in a Caribbean start-up. If the company fails, what level of loss could you realistically absorb without harming your financial security? Single choice, Optional

25% (USD 12,500)

50% (USD 25,000)

75% (USD 37,500)

100% (USD 50,000)

I don't know

Section 4 – Caribbean Readiness

Max Points: 20

Q10. How familiar are you with the following Caribbean sectors? Likert 1–5 for each (1 = Not at all, 5 = Very familiar), Mandatory

Q12. How important is co-investment or syndication to you as a strategy to manage risks? Likert 1–5, Mandatory (1 = Not important, 5 = Very important)

1

2

3

4

5

Section 5 – Impact / ESG / Gender / Climate

Max Points: 40

Q13. When you evaluate an investment opportunity, how important are the following factors? Likert 1–5 for each (1 = Not important, 5 = Very important), Mandatory

Q14. For each of the following tools, indicate your current level of familiarity: Scale 0–10, Mandatory

Section 6 – Practices & Behaviors

Max Points: 30

Q15. Have you ever used a due diligence checklist adapted to early-stage start-ups? Single choice, Mandatory

Yes, regularly

Yes, sometimes

No, never

Q16. How do you usually monitor your investments after closing? Single choice, Mandatory

No formal follow-up

Annual or semi-annual reporting

Quarterly reporting + occasional interactions

Active role (board-lite, structured involvement)

Q17. In your investment decisions, how often do you experience the following? Likert 1–5 for each (1 = Never, 5 = Very often), Mandatory

Section 7 – Investment History

Max Points: 45

Q3. What is your typical average ticket size per deal? Single choice, Mandatory

I have not invested yet

Below USD 10,000

USD 10,000 – 25,000

USD 25,000 – 100,000

Above USD 100,000

Q4. What is your expected investment horizon? Single choice, Mandatory

Less than 3 years

3–5 years

More than 5 years

I don't know

Q5. What role would you like to play after making an investment? Single choice, Mandatory

No active role (purely financial)

Light follow-up (reports, quarterly updates)

Mentorship or operational support

Board-lite or governance involvement

I don't know

Q18. How many deals have you invested in during the last 2 years? Single choice, Mandatory

None

1–2

3–5

More than 5

Q19. In which stages have you invested in the last 2 years? (Select all that apply) Multiple choice, Mandatory

Pre-seed

Seed

Series A

Series B or later

None / Not applicable

Q20. When was your last investment in an early-stage company? Single choice, Mandatory

Less than 6 months ago

6–12 months ago

More than 12 months ago

Never invested

Section 7 – Track Record

Max Points: 20

Baseline information only)

Q21. What is your age group? Single choice, Mandatory

Under 30

30–39

40–49

50–59

60+

Prefer not to say

Q22. What is your gender? Single choice, Mandatory

Female

Male

Non-binary / Prefer to self-describe

Prefer not to say

Contact Information

Required for tool access and follow-up

First Name

Last Name

Email Address

Company/Organization Name

LinkedIn Profile (Optional) Optional

CARIBEquity Investor Readiness Assessment

Section 8 – Demographics

Section 2 – Knowledge & Risks

Section 3 – Risk Tolerance Simulation

Section 4 – Caribbean Readiness

Section 5 – Impact / ESG / Gender / Climate

Section 6 – Practices & Behaviors

Section 7 – Investment History

Contact Information

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