PIN Survey — Shaping What Comes Next

Step 1 of 11

Let's start with you.

A few basics to get us started. This survey takes about 12–15 minutes if you were a member of the original PIN, or around 8–10 minutes if you're new to the community. Everything here is optional if you'd prefer to stay anonymous.

Your name

Email address (if you'd like us to follow up)

Where are you based?

Step 2

Were you part of the original Purpose Investor Network?

PIN was an impact investing community based in Utah — monthly in-person meetings, roundtables by impact area (Education, Health, Arts, Poverty, and more), vetted investment showcases, and a tracking dashboard for members.

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Yes, I was a member I attended meetings, participated in roundtables, or was otherwise active in the original PIN.

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No, I wasn't a member I'm new to PIN, or I'm interested in the new version but wasn't part of the original community.

Step 3 · Original PIN

Your role in the original PIN

Tell us how you were involved and how long you were part of the community.

How did you participate in the original PIN? Select all that apply.

Investor member Financial advisor Social entrepreneur / investee Roundtable leader or organizer Speaker or presenter Other — I'll describe below

If other, describe your involvement:

Roughly how long were you involved?

Which philanthropic areas are you most interested in now? These may have shifted since your time with the original PIN — select all that apply today.

Education & Youth Economic Mobility & Poverty Health & Mental Wellness Arts, Culture & Creative Economy Climate & Environment Housing & Community Development Food Systems & Nutrition Criminal Justice & Equity Faith & Spiritual Community Indigenous Sovereignty & Land Gender Equity & Women's Empowerment Other (describe below)

Any philanthropic areas not listed that matter to you?

How have your philanthropic priorities shifted since your time with PIN — what's the same, and what's changed?

Are you currently involved with any philanthropic or social ventures? Select all that apply.

Nonprofit board member or trustee Active donor or major gifts contributor Founder or co-founder of a nonprofit or social enterprise Volunteer leader or program director Owner or investor in an impact-driven business Family foundation or donor-advised fund Not currently — but interested in getting more involved

Tell us about the ventures or organizations you're most invested in right now — what are they doing, and what's your role? Skip if not applicable.

Step 4 · Original PIN

Reflecting on the experience

No filter needed here. We want to know what actually worked, what didn't, and what made it worth showing up.

How valuable were the monthly in-person meetings overall?

Not valuableExtremely valuable

Which part of the monthly format did you find most valuable? Pick your top two.

Educate — the speaker / lecture portion Invest — the investment showcase presentations Roundtables — breaking out by impact area Networking — food and open mingling The venue — curated locations added real meaning

Which roundtable(s) were you most engaged with?

Education Poverty & Economic Mobility Health & Wellness The Arts Environment / Climate Housing Other I moved between several

If "Other," which roundtable?

How valuable was the online investment tracking dashboard?

Not valuableExtremely valuable

What did the original PIN do better than anything else you've experienced in impact investing?

What did you wish PIN had done differently, or what was consistently missing?

If your involvement decreased or ended, what was the main reason?

Step 3

How did you come across PIN?

We'd love to know what brought you here and what drew you to the new vision.

How did you hear about the new Purpose Investor Network?

Someone referred me — a friend, colleague, or fellow investor Social media or online An event or conference Through IILeaders or the Bassett network Through the Purpose Entrepreneur Network (PEN) Other

What made you want to fill out this survey? What about PIN interests you?

Which philanthropic areas are you most interested in? Select all that apply — this helps us understand where you'd want to plug in.

Any philanthropic areas not listed that matter to you?

Are you currently involved with any philanthropic or social ventures? Select all that apply.

Tell us about the ventures or organizations you're most involved with — what are they doing, and what's your role? Skip if not applicable.

Step 5

How you invest today

We want to understand your process and instincts — where you actually are, not where you think you should be.

How did you find your most recent investment? Where did the deal actually come from.

Personal network — a friend, colleague, or trusted contact brought it to me An angel group or investor network An online platform — AngelList, Wefunder, Republic, or similar A founder approached me directly A financial advisor or broker brought it to me A conference, demo day, or pitch event My own research — I sought it out independently Other

Who or what was involved in your decision to make that investment? Select all that played a real role.

A trusted co-investor was already in — I followed their conviction My own due diligence Group due diligence — a committee or network vetted it My relationship with the founder — I believed in the person My own domain knowledge in the sector The mission or impact thesis aligned with my values The financial terms or valuation were compelling Honestly — gut feeling

What does your actual vetting process look like — from first introduction to writing a check?

How has your investing style changed over the past 3–5 years?

More selective — I pass on more deals than I used to More active — I'm looking for more opportunities than before Impact has become more central — I weight mission more heavily now I've pulled back from impact — prioritizing financial returns more More relationship-driven — I mostly invest with people I know My sector focus has shifted — interested in different areas now Slowed down or paused — life or market conditions changed my pace My approach hasn't changed much

Say more about how your investing thinking has evolved — what changed, and why?

Step 6

Impact investing — where you stand

No right answers here. We want to know where impact actually sits in your thinking right now.

How would you describe your current interest in impact investing?

It's the core of my portfolio strategy — I screen for impact first Significant — impact is a major factor alongside financial return Growing — I'm more interested than I used to be Occasional — I participate when the right deal comes along Curious but cautious — still figuring out how it fits Skeptical — I question whether impact investing delivers on its promises

Roughly what percentage of your portfolio is impact-oriented today?

None — it's not currently in my portfolio Under 10% 10–25% 25–50% 50–75% Over 75% — impact is the primary lens

Which impact areas matter most to you right now? Pick your top three.

Education & Workforce Economic Mobility & Poverty Health & Mental Wellness Arts, Culture & Creative Economy Climate & Environment Housing & Community Food Systems & Nutrition Criminal Justice & Equity Technology Access & Digital Equity Indigenous Sovereignty & Land Gender Equity & Women's Economic Power Other (describe below)

Any impact areas not listed that you care about?

How has your impact focus shifted over time — what drew you before vs. what draws you now?

What's genuinely missing from impact investing today? Select all that resonate.

Credible impact measurement — too much self-reporting Competitive returns — impact deals ask investors to sacrifice too much Quality deal flow — great impact businesses are hard to find Real community — most impact investing is transactional, not relational Transparency — too easy to greenwash Broader access — the best deals still flow to insiders A reliable founder pipeline — entrepreneurs aren't being developed well enough Next-generation investors — the community skews too old Geographic diversity — too concentrated in a few cities Long-term thinking — exit pressure conflicts with real impact timelines

Anything else that's missing that no one has addressed?

Step 7

Frustrations, legacy & the next generation

What's not working in your investing life right now — and what motivates you when you look further ahead than the next deal.

What are your biggest frustrations with your investing portfolio right now? Select all that apply.

Not enough quality deal flow — I want to invest more but can't find the right opportunities Underperforming returns — some investments haven't gone the way I hoped Illiquidity — capital is tied up longer than expected Lack of visibility — I don't have a clear picture of how my portfolio is performing Investing in isolation — no trusted group to think through deals with No way to verify impact — I don't know if my impact investments are doing what they claim Too concentrated — overexposed in a few sectors or geographies Time — due diligence and portfolio management take more bandwidth than I have Founders need more support than I can give I'm honestly pretty satisfied with where things are

What's the one frustration you'd most want solved — the thing that would change how you invest if it were fixed?

How important is mentoring the next generation of investors and entrepreneurs to you personally?

Not a priorityA defining part of why I invest

What draws you to mentoring the next generation? Select all that resonate — skip if mentorship isn't a current priority.

Legacy — I want what I've learned to outlast me Better deals — mentoring founders earlier means better opportunities later Giving back — someone invested in me; it's my turn Fresh perspective — younger founders challenge my thinking in useful ways Community health — impact investing won't survive if we don't build the next generation Personal — I'm thinking about my own children or family members It's energizing — I find working with early-stage people motivating

Have you mentored a founder, young investor, or early-career professional before? What worked, what didn't?

Do you have children? We ask because it often shapes how people think about legacy, generational wealth, and what "mentoring the next generation" means to them personally.

Yes — and they're young (under 18) Yes — and they're adults Yes — a mix of ages No Prefer not to say

Are any of your children or family members interested in investing or entrepreneurship — or is that something you'd want to cultivate? Skip if not applicable.

How involved are your children in the family business or your professional work? Skip if not applicable.

Actively involved — they work in or alongside the business Exposed but not yet involved — they know what I do and I'm bringing them along Interested, but not involved yet — I'd like to change that Not involved — they're pursuing their own paths Too young to be involved yet Not applicable — no family business

How involved are your children in their own projects, ventures, or entrepreneurial pursuits? Skip if not applicable.

Actively building something — they have a real project, business, or venture underway Exploring ideas — they're curious and experimenting but nothing formal yet Interested but needs encouragement — the spark is there, they just need a push Not yet — they're focused on school, other interests, or just finding their way Too young to know yet Not applicable

Tell us more — what are they working on, or what would you most want to see them pursue? Optional, but this helps us understand how PIN could serve the next generation in your own family.

Step 8

Your investing landscape

Understanding where you already invest and what groups you belong to helps us design PIN to complement — not duplicate — what you already have.

Are you currently a member of any angel investing groups or networks?

Yes, and I'm actively participating Yes, but I'm mostly passive / inactive I was previously, but no longer No — PIN would be my primary group

Which groups or networks are you part of (or have been)? National networks, local chapters, online platforms, syndicates — anything counts.

What do those memberships typically cost you annually? Ballpark is fine — this helps us benchmark PIN's pricing.

How would you rate the quality of deal flow through those groups?

Poor / not relevantExcellent / high signal

What do you genuinely like about the groups you've been part of? Select all that resonate.

Quality and vetting of deals presented The caliber of co-investors in the room Educational content and investor development Relationship building and networking A sense of shared mission or community Access to deal flow I couldn't find on my own Ability to invest at lower minimums through syndication Transparency in how decisions and terms are structured

What frustrates you most about angel groups you've experienced? Select all that apply — be blunt.

Deal flow that isn't relevant or well-vetted Membership fees that don't feel worth it Insular or cliquey culture — hard to break in No real sense of purpose or shared values beyond profit Poor follow-through after meetings — deals don't move Events that feel like a chore rather than something to look forward to Lack of diversity in perspectives, backgrounds, or investment areas Too passive — I want more active involvement and mentorship opportunities Geography — limited to one city or region No good way to track investments or portfolio performance

What's the gap that no angel group or impact network has filled for you yet?

What would make PIN clearly different — and better — than the groups you've experienced?

Step 9

The new PIN: Mentoring the Next Generation

Here's what we're building — and we want to know where you fit in.

The Vision

A national community. A mentorship pipeline. Deal flow that means something.

PIN is being rebuilt with an online-first model (Google Meet), in-person events at rotating locations nationwide streamed live, a pipeline from next-gen entrepreneurs through the PIN Ignite Accelerator into vetted deals, roundtable-specific events throughout the month, and a rebuilt annual conference.

How interested are you in being part of the new PIN?

Not at allAbsolutely in

What role would you most want to play in the new PIN? Select all that apply.

Active investor member — reviewing and investing in vetted deals Roundtable leader — stewarding a focus area community Mentor — working directly with next-gen founders or investors Speaker or subject matter expert Advisory or financial services (per established community guidelines) Observer for now — I want to see how it develops first

How do you feel about the shift to online-first meetings?

I love it — makes it accessible wherever I am Fine with it — I understand the tradeoffs Skeptical — the in-person experience was a big part of the value Mixed — online works for some things, but I'll miss the energy in the room

The networking portion is harder to replicate online. What would make virtual networking feel meaningful to you?

How often would you like to see scheduled online educational meetups — even if you can't attend them all? Think of this as the cadence you'd want on the calendar, regardless of your personal availability.

Multiple per week Once per week Multiple per month Once per month

How often would you be able to attend Roundtable meetups — where your voice is actually heard? This is about your realistic participation, not just what you'd put on your calendar.

Multiple per week Once per week Multiple per month Once per month

How excited are you about the mentorship pipeline — connecting next-gen founders through the accelerator into PIN's deal flow?

Not my focusThis is why I'd join

Which roundtable focus areas would you want to be active in? Select all that interest you.

Education Economic Mobility Health & Wellness Arts & Culture Environment & Climate Housing & Community Food Systems Criminal Justice & Equity Technology Access A new area (I'll name it below)

If you'd advocate for a new roundtable focus area, what would it be?

How important is the annual conference to you?

Essential — it should be a cornerstone of the calendar Nice to have, but not a dealbreaker I'd rather see resources go toward more frequent smaller events No strong opinion

Step 10

Membership & commitment

Help us understand what a fair and motivating structure looks like — and how much of yourself you could realistically give.

What membership structure resonates most with you?

Annual flat membership fee — simple and predictable Tiered membership — different access levels at different price points No membership fee — carry interest or transaction-based model Hybrid — a base fee plus deal-by-deal participation No strong preference

If PIN charges an annual membership fee, what feels like a fair range for full access? Think about what you're getting: curated deal flow, monthly meetings, roundtable community, mentorship opportunities, and the investment dashboard.

Under $250/year — I'd only join at this price $250–$500/year $500–$1,000/year $1,000–$2,500/year $2,500+/year — if the quality and access warrant it I wouldn't pay a membership fee regardless of structure

If PIN offered tiered membership, which benefits would justify a higher tier? Select all that would move you up.

First look / priority access to investment opportunities Exclusive smaller-group roundtables or dinners Direct mentorship matching with next-gen founders Advanced portfolio tracking and reporting An advisory or governance role within PIN Annual conference included Recognition as a founding or legacy member

How often could you realistically attend events?

Weekly or more Every other week Once a month Quarterly — larger events only Mostly asynchronous — I engage on my own time

Who in your network would you want to see at the table? What type of person or organization has been missing from these conversations?

Last step

Anything else?

The floor is yours. And thank you — this is exactly the kind of input that shapes what gets built.

Is there anything about your experience, or about the new PIN vision, that you want to make sure the founding team hears?

Is there someone — from the original PIN or someone who should be part of the new one — that we should reach out to?

How would you like us to follow up?

Send me updates on the relaunch I'm open to a 20-minute follow-up conversation Put me on the early access / founding member list No follow-up needed — just wanted to share my thoughts

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Thank you.

Your responses have been received and will go directly to the PIN founding team. We'll be in touch as the new PIN takes shape.