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This is a regulatory category based on income or net worth. It helps us understand what kinds of opportunities we can legally share with you. If unsure, select “Not sure” and we’ll clarify on a call.
Accredited Status
A ballpark range is fine. This gives us a sense of your current capacity, not a commitment.
Liquidity Bandwidth (USD)
Estimate how soon you’d like to deploy funds. This helps us match you with deals that fit your timing. “Now” is typically within 30 days.
Capital Deployment Timeline
Helps us understand how to structure opportunities that fit your comfort level. Estimates are fine.
Check Size Preference (USD)
This helps align expectations on yield vs. risk. Example: 10–15% annually is common in private lending.
Annual % Yield Target
Most lenders prefer 1st lien positions. Others are open to 2nd liens or flexible structures. Select what best matches your risk comfort.
Collateral Preference
Ex: multifamily bridge loans, stabilized cash-flowing apartments, renovation projects, or other real-estate-backed notes.
Deal Type
Shorter terms = faster recycling of capital. Longer terms = less turnover, potentially higher yields.
Term Preference
Optional. Some lenders like to stay local; others are open nationwide.
Geography Preference
Some choose the “lender seat” for passive, predictable income. Others want to stay active as operators. Select the path that feels right for your next step.
Path Preference
Choose the channel that works best for you—email, SMS, or phone. We’ll respect your preference.
Communication Preference
Notes

Thank you—your answers help us focus only on the relationships and opportunities that make sense for both of us. You’ll see next steps right after you submit.

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