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Phoenix
ONBOARDING
1
GAIN
2
ASSET
3
CONTACT
Capital Gain Profile
Amount
Gain Type
Short Term
Long Term
Timing
Jurisdiction of Gain Event
Approx. Pre-Gain Liquidity ($MM)
Approx. Post-Gain Liquidity ($MM)
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Asset Profile
Re-title: Investment Amount / Tax Basis (Est.)
Current Value / Sale Price (Est.)
Investment Date
Type of Invesment
Real Estate
Public Markets
Venture Capitalist
Private Equity
Hedge Fund
Private Credit
Angel/Seed
Stock Options & Units
Digital Assets
Art & Collectibles
Gold & Commodities
Other Options & Derivatives
Personal Property
Other
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Contact Information
Name
Email
Mobile
Preferred Contact Method
Email
Secure Messaging
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