How Dealers Can Use the Suitability Questionnaire

Customize the investor onboarding experience by setting your own suitability questions.

The Suitability Questionnaire lets you, as a dealer, create and manage the questions investors must answer before they can invest in your opportunities. Think of it like a customizable intake form — you decide what’s important to ask, and the system will present your set of questions to investors.

👉 Note: If you don’t add your own questions, the platform will default to the standard system questions. The moment you add even one question, the platform switches to using your set — whether that’s one, five, or more.

Where to Find It

1. Log into your dealer account.

2. Navigate to Suitability Questionnaire in your dashboard.

3. You’ll see an index page listing your current questions (if any).

From here, you can:

• Add Question – Create a new question.

• Edit – Update an existing question.

• Delete – Remove a question.

Adding a New Question

When you click Add Question, you’ll see the form with the following fields:

Field Guide

• Choose template question
  Select from a list of predefined questions with ready-to-use wording and options. Handy if you want a quick starting point.

• Unique Key Identifier
  A system-friendly label for your question. It must be unique, with no spaces.
  Example: investment_timeframe_corp.

• Sort Order
  A number that controls where the question appears in the sequence.
  Example: 1 for the first question, 2 for the second.

• Category
  Decide whether the question should display for corporate investors, individual investors, or both.

• Question
  The actual text that investors will see.
  Example: “What is your anticipated investment time frame?”

• Input Type
  Choose the answer format:

  • Multiple Choice

  • Number Input

  • Yes or No

  • Multiple Choice (Searchable)

  • Text Input

  • Custom

• Options
  If you selected Multiple Choice, list the possible answers.
  Example: “Short term (1–3 years), Medium term (3–7 years), Long term (7+ years).”

• Default Answer
  Pre-populate a choice if you want an answer selected by default. This is optional.

• Explain Further For Answer
  Flag an answer that requires more detail.
  Example: For a Yes/No question like “Do you plan to borrow money in order to make this investment?”, you could require an explanation if the investor selects “Yes.”

• Explain Further Helper
  Add a short note to guide the investor when they’re asked to explain.
  Example: “Please provide details about the source of borrowed funds.”

Edge Cases to Know

• ❗ If you only add one question, investors will only see that one.

• ✅ You can mix categories (corporate vs. individual) — each investor only sees the set that applies to them.

• 🗑 Deleting a question removes it from future investor sessions, but doesn’t erase past responses already saved in the system.