Investor Intake Form

1. Answer a few quick questions

2. We review your responses

3. We connect at your preferred time

Answer a few quick questions
We review your responses
We connect at your preferred time

Before scheduling, please take a moment to complete this quick form so I can tailor the call around your goals, timeline, and investment range. That way we can jump straight into what actually matters for you.

Have you invested in real estate or private investments before?

Yes

What capital range are you comfortable investing per project?

$25K–$50K

$50K–$100K

$100K+

If a deal aligns with the structure and returns discussed, how soon would you be ready to deploy capital?

Immediately

Within 30 days

60+ days

Are you more interested in:

Short-term (approx. 6 months) capital preservation + fixed return

Long-term growth opportunities

Open to both

Do you understand that real estate investments carry risk and returns are not guaranteed?

Yes

I’d like more clarification

Are you an accredited investor?

Yes

Not sure

How do you prefer to review deals and updates?

Text

Call

What would you need to see or understand to feel confident moving forward with an investment?

What’s the best time of day for a quick call? (your local time)

Morning (9am–12pm)

Midday (12pm–3pm)

Afternoon (3pm–6pm)

Evening (6pm–8pm)

Anytime/Flexible

What time zone are you in?

Eastern (ET)

Central (CT)

Mountain (MT)

Pacific (PT)

Alaska (AKT)

Hawaii (HST)

How can we get in contact with you?

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Investor Intake Form

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