Business Assessment Questionnaire for Liquor Brands

This detailed questionnaire is designed to help us understand your business, its needs, and how we can best support your growth and capital-raising efforts.

Please take the time to answer the following questions thoroughly.

The information you provide will allow us to tailor our services and approach to your unique situation

Website

Phone *

Email *

Name of Company *

City *

State *

Who are the key decision-makers for your company? (Please list their names and titles):

CEO
CFO
COO
Other Key Executive

Have you ever raised capital for your business before? 3lno 48ko

Yes

If yes, how much capital was raised, and through what method? (e.g., family & friends round, crowdfunding, venture capital, etc.) 40e2 3gjk

Amount Raised:
Method(s)

How are you currently funding your business? *

Self-Funded

Loans

Investors

Others (please specify) *

Are you currently using debt to finance your business?

Yes

If yes, what is the current debt load?

How have your sales been over the past 12-24 months? *

Growing Steadily

Stagnant

Declining

Total sales in the last 12-24 months: *

What makes your brand unique? *

Where do you see your company in the next 24-36 months? *

Do you have a current business plan? *

Yes

Do you have a pitch deck to present to potential investors? *

Yes

How is your company structured? *

LLC

C-Corp

S-Corp

Sole Proprietorship

Others

Are you currently marketing your company? *

Yes

If yes, what marketing strategies are you currently using?

How much are you currently spending on marketing per month?

Less than $1,000

$1,000-$5,000

$5,000-$10,000

$10,000+

Please check all that applies to: What do you find the most challenging about scaling your company? (Please check all that apply) *

Access to capital

Distribution

Marketing and brand awareness

Regulatory and licensing issues

Manufacturing and bottling capacity

Sales and market penetration

Specify other scaling challenges: *

What amount of capital are you aiming to raise in your upcoming funding round? *

How do you intend to use the capital? *

Would you be interested in collaborating with Invest Tank to raise capital and expand your business? *

Yes

If so, what kind of support are you most interested in? *

Kindly share any additional information about your business or specific needs that you feel is important for us to understand.

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