Sharing an investor intake link

Instead of typing new investors into Covent by hand, you can share a public link that lets prospects enter their own profile details, buy box, and preferences. Everything they submit is added to your investor list automatically.

Generate the link

From the Investors page, click Add investor > Share link. Copy the URL.

What the form captures

The public intake form collects:

• Name, email, phone
• Entity type (individual, LLC, corporation, trust)
• Investment strategies (fix-and-flip, rentals, wholesale, etc.)
• Operating markets
• Buy box (price range, property type, rehab budget)
• Contact preferences (call, SMS, email)

Where to share it

Common places to share the link:

• Social media profiles and posts
• Email signature
• Follow-up emails after a call
• Business cards with a QR code
• Your website's "work with us" page

What happens after submission

Submitted investors land in your Follow-up tab and show up in future campaign audiences that match their preferences. You'll also see a notification when a new one comes in.

Branding

If you've set up Settings > Branding (logo, primary color, company name), those are applied to the public intake form automatically.