Investor intake forms
The investor intake form is a public, shareable URL that lets prospects fill out their own investor profile - contact info, strategy, markets, buy box. When they submit, they're added to your investor list automatically.
When to use it
- Cold lead capture from social or your website
- Post-call follow-ups ("fill this out and we'll match you on deals")
- Mass outreach to your existing contact list ("update your buy box for 2026")
- Email signature CTA
Where to get your link
From the Investors page, click Add investor > Share invite link. Copy the URL.
What the form captures
- Name, email, phone
- Entity type (individual, LLC, corporation, trust)
- Investment strategies (one or more)
- Operating markets
- Buy box - price range, property type, rehab budget
- Contact preferences
Submissions flow
When a prospect submits:
- They land in your investor list, typically in Follow-up
- You get a notification
- Future campaigns that match their buy box will include them
Embedding it
The link is hosted by Covent, but it can be:
- Linked from anywhere (Linktree, bio, email signature)
- Embedded as an iframe on your own site
- Turned into a QR code for print
Tips for higher conversion
- Keep the CTA specific: "Get matched on off-market deals in Tampa" beats "Join our buyer list".
- Keep the form short or break it into steps - prospects drop off fast on long forms.
- Send the link via email after a call rather than before - warm leads convert far better.