1:1 Strategy Session Intake Form

We're excited to maximize the value of your upcoming strategy session. This 30-minute call is your opportunity to gain targeted, actionable guidance to accelerate your progress in launching your Fund of Funds.

To ensure our session is as efficient and impactful as possible, please complete the intake form below. Your thoughtful responses will enable us to fully understand your goals, challenges, and background, allowing us to jump directly into personalized solutions and strategies during our call.

Thank you for taking the time to provide this valuable information. We look forward to helping you achieve clarity, confidence, and momentum toward your Fund of Funds success!

Email *

First Name *

Last Name *

What are your specific goals in starting a Fund of Funds?
Include short-term goals (3-6 months) and long-term goals (1-3 years) if possible.

FoF Goal *

What motivated you to join the Fund of Funds Formula program?
What outcomes are you specifically looking to achieve through this program?

FoF Reason for Joining *

What specific insights or outcomes are you hoping to walk away from our 30-minute strategy session with?
(Be as detailed as possible.)

FoF 1:1 Session Outcome(s) *

Imagine the strategy session was highly successful. What specifically would have happened or been accomplished during the call to make you feel this way?

FoF 1:1 Session Success Metric *

Have you already identified any team members or strategic partners for your Fund of Funds?

If yes, briefly list their names, roles, and highlight relevant skills/expertise.
If not yet, briefly describe the types of roles or expertise you feel you need most urgently.

FoF Team *

What is the single biggest challenge or roadblock you’re facing right now in launching or growing your Fund of Funds?
(Be specific, such as capital raising, deal sourcing, legal structure, team formation, mindset, etc.)

FoF Roadblock *

What steps have you already tried to overcome this challenge, and what was the outcome?

FoF Attempt to Overcome Roadblock *

Briefly describe your relevant professional background and experience related to real estate investing, private equity, or fund management.

FoF Background *

Have you previously invested in or managed syndications or other types of investments?
(Briefly share your experience.)

FoF Investment Experience *

Have you taken any professional self-assessment tests? (ex. CliftonStrengths, DISC, Rocket Fuel, Kolbe, etc.)

List your assessment results here.
Please upload a copy of your detailed reports below (optional but recommended)

FOF Self-Assessment Results *

Fof File Upload Assessements

Is there anything else you’d like us to know about your situation, expectations, or any specific topics you’d like us to prioritize during our session?

FoF Additional Info

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By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.