360 Diagnostic of 361Firm

This Diagnostic is a tool for us to be more strategic together, so we can connect you to the most relevant people and parts of the 361 community, e.g. Investments (see Mandate Menu and Wider Funnel), Capital providers (subject to compliance), Strategic partners globally, Talent (including our CIO Council), Intelligence (e.g. Asset Allocation and other real-time survey results), Content (recordings, podcasts), and Events including private invite-only sessions. All "Confidential Information" will not be shared beyond 361 and the parties defined in this Mutual NDA, which you can download, insert your info, execute and send to msanor@361firm.com, and we will countersign.

Qualified Purchasers can receive complimentary access to most 361 events if approved on confirming via this Diagnostic below as being actively allocating as LPs (“361 Allocators”). GP funds raising LP capital are not typically deemed “361 Allocators” but can be considered for panels as a sponsor (see 361firm.com/sponsors) if they enhance content or by becoming a client.

First name*

Last name*

Company name*

Name of family office or organization

Job title*

Email*

Allocation Activity

Investor Attestation*

Allocation Activity - Recent and Next 12 Months *

To show how active you allocate, please indicate at least two (2) recent allocations and generally planned allocations over the next year.

Cash / Liquidity Available Next 6 months to Invest in ALTs (VC/PE/Credit/RE/HF)*

(1) Investing:

Objectives & Heritage

What other investment objectives do you have, and what are key factors in the short or long term?*

Heritage of Family Office or Firm*

Please describe the history your family office or organization

Optimizing Your Portfolio

How is the current environment affecting your thinking about allocations?*

In next 12 months, favor public or private investments?*

What are attractive investment areas in the next 12 months?*

Where are you decreasing exposure in the next 12 months?*

Specific Asset Interests - Diagnostic*

Specific Industry Interests*

Which specific industry niches interest you now?

By Industry - Asset Allocation *

Note industry categories where you have significant assets allocated (as feasible, estimate % by industries)

In which other Niche Strategies do you seek to invest in the near term?*

(2) Raising Capital (for Your Portfolio Companies/Platforms) and M&A

Raising Capital / M&A ASKs *

In general, for any portfolio companies or platforms, please comment on your short and long-term goals in terms of raising capital, sell-side M&A or buy-side M&A (bolt-ons)

(3) Connecting to Strategic Partners & Talent

Seeking Strategic Partners *

In general, for the family office (or firm) and/or any portfolio companies or platforms, please note any and all Strategic Partners ASKs

Seeking Talent*

In general, for the family office (or firm) and/or any portfolio companies or platforms, please note any and all key people/position ASKs

(4) OPTIONAL - Philanthropic Interests, Impact, NextGen

Philanthropic Interests - General

Describe your various philanthropic interests

Priority SDGs

Note the U.N. SDGs of most importance

Philanthropy - Strategies and Platforms

Note any and all which apply per below

Established Foundation

Considering to Establish Foundation

Made/Making Impact Investments

Considering Impact Investments

Made/Making Program-Related Investments (PRI)

Considering Program-Related Investments (PRI)

Philanthropies supported

NextGen

Describe the NextGen and/or Succession Dynamics and Goals of Your Family Office or Organization

(1) Investing Continued - Preferences and Context

OPTIONAL - Investing Preferences and Context

AUM Range*

Portfolio (funds, companies)

If you are a "Qualified Purchaser" and wish to see selected investment opportunities which we have not yet onboarded with due diligence and background checks, etc., are you willing to sign a "Big Boy/Girl Letter"?

Big Boy/Girl Letter