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360 Diagnostic of 361Firm (Short)

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.

Please take a moment to complete Section 1 of this form, as it is essential for our diagnostic process. We also encourage you to fill out Section 2, although it is optional. Your additional input in this section would be greatly appreciated and can provide valuable insights. Thank you for your cooperation.

Section 1 Allocation Activity (Required)
To show how active you allocate, please indicate at least two (2) recent allocations and generally planned allocations over the next year.
Section 2 (Optional):

(1) Investing

Objectives & Heritage

Please describe the history your family office or organization

Optimizing Your Portfolio

Asset Class - Diagnostic
Geographies of Interest / Global Regions
Which global regionsinterest you now?
Provinces, States, Cities
Note estimated Asset Allocation % for each of (a) North America, (b) Europe, (c) Asia, (d) LatAm, and (e) Africa
Industries - Diagnostic
Which specific industry niches interest you now?
Note industry categories where you have significant assets allocated (as feasible, estimate % by industries)  
Investment Range
Note all deal sizes that you would consider
No Name Mandate

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

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

In general, for the family office (or firm) and/or any portfolio companies or platforms, please note any and all Strategic Partners ASKs
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) Philanthropic Interests, Impact Investing & Optimizing NextGen 

Describe your various philanthropic interests
Note the U.N. SDGs of most importance  

QUESTIONS BELOW ARE OPTIONAL

Philanthropy - Strategies and Platforms
Note any and all which apply per below
Describe the NextGen and/or Succession Dynamics and Goals of Your Family Office or Organization 

(5) Other Interests & Preferences in Interacting with 361Firm

Content and Media
Note all ways in which you read/digest content
Preferred Communications from 361Firm
Specify Preferred Way(s) for 361 to communicate with you 
Content Topics of Interest
Note other topics that interest you
Event Type Preferences
Note below any other preferences in terms of events or content topics or forms you would like
List various investment or other events you regularly attend or consider attending 
List all organizations relating to investing in which (1) you are a member or (2) might consider being a member
Please indicate interest in upcoming Allocator Events
Register for our weekly recurring events
1 Indicate Interest for Upcoming Events

(1) Investing Continued - Preferences and Context

Types of Investments
Note all type of investments you would consider
Sharing New Deals/Funds with You 
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"?
Profile Type