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Start Here: Investor Interest Form

Let’s see if we are a Good Fit.

This is not a commitment — just a simple way for me to learn what you’re interested in…”

Investor Intake Form

We’re using this information to gain a clearer understanding of your needs and preferences.

Full Name *

Email *

Phone *

Lending opportunities preferred? *

Equity Partnership

Short-term lending

Long-term lending

All of the above

(select all that apply)

What investment terms are you comfortable with? *

6-12 months

12 months or equity

(choose all that applies)

How quickly can you deploy funds? *

7+ days

Within 24 hours

1-3 days

3-7 days

Source of funds? *

401k

Business Lines of Credit

HELOC

Life Insurance Policy

Personal Savings

Self-directed IRA

Stocks

Other

(select all that apply)

How much money would you like to start investing with? *

How soon are you looking to start lending? *

Right now

1-3 months

3-6 months

6+ months

(only select one)

How did you hear about us? *

Facebook

Instagram

Networking Event

Referral

RPM Mastermind

Skool

Subto

Webinar

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time.

Disclaimer : This form is for informational purposes only. It is not a legal binding contract, and nothing you share obligates you to invest. All information will remain private and confidential.

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Which best describes you?*

Investor/Private Lender
Real Estate Investor
Other
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I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Start Here: Investor Interest Form

Let’s see if we are a Good Fit.

This is not a commitment — just a simple way for me to learn what you’re interested in…”

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