Investor Questionnaire

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Information about Participation in Investment Platform

Important Information
Please review all of the below sections before continuing with the questionnaire. If you have any questions or concerns please contact Champion Impact Capital Founder and CEO Michelle Corson at mcorson@sparknorthtexas.com.
USE OF INFORMATION

Any contact information collected from you on these forms will only be for internal use by Champion Impact staff for identification purposes and communication directly related to this initiative. It will not be shared with any other parties without your consent. 
PLEASE NOTE

You may represent an entity that wishes to make multiple types of contributions to projects.  In this case, we recommend that you create more than one profile by submitting multiple versions of this form.  


For example, a corporation may wish to consider investments through their corporate venture structure, but may wish to look at philanthropic opportunities through their foundation or community relations department.  In this instance, it would make sense to create a profile for XYZ Corporation Investor and one for XYZ Corporation Donor.  This would result in more effective matching opportunities. 

DISCLAIMER

SPARK North Texas is a project created by Champion Impact Capital in connection with a grant from the US Economic Development Administration’s Office of Innovation and Entrepreneurship. This technology platform’s purpose is to be a forum for investors and entrepreneurs to collaborate on initiatives to help the North Texas region recover from the pandemic. The system has been designed to be an educational tool only, presenting a variety of capitalization structures that may be considered by funders and entrepreneurs or project sponsors. Neither SPARK North Texas, nor any of its affiliates, make representation or warranty as to the viability of any capitalization strategy for a specific project and are not responsible for the success or failure of the entrepreneur to achieve any funding for their project. 

Additionally, projects “matched” to an investor based on inputs made by investors and entrepreneurs are in no way to be considered endorsements or recommendations for investment. This system is merely a platform for engagement and should not be construed to be providing investment advice. Champion Impact Capital and its affiliates make no representations or warranties, expressed or implied, as to the adequacy or accuracy of the information contained in this system and nothing herein is or shall be relied upon as a promise or representation or warranty whether as to past or future events. Prospective investors are not to construe the contents of this system or any other communication from SPARK North Texas or its affiliates as providing assurances, whether expressed or implied, that the investment objectives desired by Investors will be realized or that any benefits or advantages to prospective investors of an investment in the projects herein suggested, implied or advocated in this system will be available or accomplished. All information contained herein has been input by third parties. In all cases, investors and donors must conduct their own examination of the materials herein and base their decisions upon their own expertise, criteria, or analysis. 


AGREE TO TERMS 

This platform has been funded through a government grant that seeks to help North Texas recover from the pandemic through health, safety, or economic technology solutions. We will be required to provide reporting on the successful implementation of our KPIs. It is a requirement that you abide by the terms and conditions here, including a commitment to the ongoing use of this portal to track deal progression and completion of a periodic survey to share your views about the impact of the investment.
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INVESTMENT CONTEXT
Which pandemic-recovery solution opportunities do you want to see (check any that apply):

spectrum model chart

What kinds of opportunities are of interest to you? (Select all that apply below)




INVESTMENT CAPITAL
$
$
This is intended to be a rough estimate
What source of funds do you envision using for this investment?



Non-accredited investors are limited by the SEC from some investment opportunities for their own financial safety. The SEC also set regulations on the disclosure and documentation of the investments available to the investors. You should research the SEC's rules based on your circumstances.

INVESTMENT INSTRUMENTS

risk strata

 Do you have a preferred investment instrument for this opportunity? Select as many as you'd like below (Note that not all of these tools may be applicable to your type of entity. ).

Hover over any instrument for a definition.
DAFs provide a way to support causes using flexible capital. Donors receive a tax benefit for contributing to a DAF, and those dollars can then be deployed to achieve the donor’s wishes through many forms of investment—gifts, grants, loans, loan guarantees, etc.
These are cash gifts to an organization, typically a nonprofit, often made by a foundation, that have no repayment requirement. In contrast to an equity investment, they are non-dilutive to the recipient. They often have a stated purpose and may be restricted for that use.
Sometimes referred to as sub-debt, subordinated loans are behind senior loans in priority of payment. This is riskier debt capital in the capital stack, but ranks higher in priority to equity.
Senior loans have priority over other unsecured or otherwise more “junior debt” owed by the issuer in pay back and are considered the most secure.
An EQ2 investment is a debt vehicle that is functionally equivalent to equity. It has no maturity date or has one that is continuously renewable, a very low interest rate, and is booked on the borrower’s balance sheet as equity not long-term debt.
Seed money, seed funding or seed capital is the first stage of investment that entails ownership. For many enterprises, seed funding may be made on a convertible basis where dollars come in as debt, for example, but convert to equity at some point in the future.
Angel investors provide backing to small entrepreneurs, often startups, typically in exchange for some ownership interest in the venture. These are often the entrepreneur’s friends or family members but may also include “angel networks.” Angel networks are groups of investors who consider opportunities either individually or in collaboration.
Venture capital is a form of investment that is usually made to early-stage companies that have potential for significant growth. Venture capital funds take an ownership stake in the business in exchange for funds and often play a role in advising or even managing the company to steer it toward growth.
Mezzanine financing bridges a gap between debt and equity for pre-public companies.
These are opportunities offered for investment in the public stock markets. The SEC must approve the issuances. By purchasing stock, the investor obtains equity or ownership in the company and becomes a shareholder.
Guarantees are a way for investors to provide for the growth of an enterprise without committing cash. One investor might “backstop” another by offering a guarantee in the event of default. This can be a form of “catalytic first loss capital.”
These bonds are exempt from taxation and have a specific market of buyers.
These bonds are subject to taxation and have a specific market of buyers.
Green bonds are a debt vehicle that specifies use of proceeds for environmental purposes. There is a distinct and active market for green bonds, and they often come with specific reporting requirements.
Social bonds are bonds offered either publicly or privately that have a stated social purpose. They come with reporting obligations and are not to be confused with social impact bonds, which are not legally traded instruments.
When an issuance includes both social and green bonds, it is an offering of sustainability bonds.
With sustainability-linked bonds, the return to the bondholders is kept at a lower than market rate so long as the issuer continues to meet stated sustainability objectives. The cost of the bond increases if these hurdles are not met.
This is an IRS-approved tool for foundations to use to support mission-driven businesses. It has slightly less advantages for the foundation than its sister tool—program-related investments—but is similarly useful for the beneficiary.
Similar to MRIs, PRIs (equity, debt, guarantee, grant or other) include various tools that the IRS has approved for foundations to use to support a social enterprise. So long as the intent is charitable and the return paid is less than market, the foundation may use any number of different tools to support the effort, and the dollars do not count against the required distributions or jeopardize the foundation’s tax status.
CDFIs are designated by the United States Treasury as organizations or companies that provide financial services or products to target populations, including low- to moderate-income individuals. Banks who partner with CDFIs earn credit from regulators for their Community Reinvestment Act requirements.
This is a federal government program that enables foreign investors to receive preferential visas in exchange for job-creating investments.
NMTCs are useful tools for opportunities with a real estate component and a social mission. These complex structures involve allocations of tax credits from the United States Treasury, purchased by tax credit investors (usually banks), with the project funded by a “leverage lender.” They are only available on properties in qualifying census tracts and run for a period of seven years.
TIFs and TIRZs are geofenced locations with incentives offered by the municipality in which they are located to persuade developers to construct the types of facilities the city seeks to have in that location. The incentives are taken from the incremental gain in tax revenue that occurs within that district or zone as improvements are made.
Contrary to the name, social impact bonds are not bonds. They are contracts, rather than a traded security. They include an investor, a governmental entity, a service provider, an intermediary and an evaluator. Investors place money into a project with the objective of achieving some social impact outcome that reduces costs for government—such as housing the homeless, rather than caring for them at a hospital or jail. The government savings provides the funds to repay the investors.
As with the social impact bonds, career impact bonds are a misnomer—they are not actually bonds but rather a contract. Investors put up money to fund training providers who offer training to vulnerable populations. Once those students have graduated and found meaningful employment, they repay the cost of training to the investors and service providers who share in the funds.
CSR is a form of corporate policy, procedures, commitments, or investment (or all the above) in support of a company’s values, such as social justice or environmental well-being.
INVESTEE CONTEXT


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