Angel Investment Tax Credit Application Form Page 4

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Section B: About the qualifying cash investment received
Complete the following for each qualifying cash investment in equity made by an accredited investor.
Use an attachment for more than one qualifying cash investment received with this application.
Amount of cash investment made?
Date the cash investment was received?
Name of the accredited investor?
Contact name and phone number of the accredited investor?
What is the FEIN or SSN of the accredited investor?
What was received by the accredited investor in exchange for the cash investment? If stock, describe
the type of stock (for example common or preferred) including any options, how many shares were
received, and the official name of the business under which the stock is listed. If you received an
interest in the business, please describe.
Has the accredited investor or a member of the immediate family or an entity affiliated with the
accredited investor received or will receive compensation from the business in exchange for services
provided to the qualified business within one year of the investment in the qualified business? If yes,
please explain.
Section C: Program Evaluation
How important a factor was the Angel Investment program in the company’s decision to develop the
technology, idea, process or application in New Mexico?
Very important
Important
Not important
Please share comments regarding your experience with the Angel Investment program:
New Mexico Economic Development Department
Page 4
Int. 7/24/2012

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