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Capital Needs Analysis

Capital Needs Analysis

How financially literate are you?  Let's find out with this simple yet clear financial aptitude form.  A qualified iCovest Strategic Philanthropist can guide you to a prosperous future in procuring new streams of sustainable residual cash flow.  Whether you’re buying your first home, looking for a new investment property,  or looking to improve your wealth portfolio's capital performance, there can be a lot of stress and challenges involved in today's world of finance.  That’s where we come in.  An iCovest Strategic Philanthropists can provide you with significant added value through exploring and sharing our revolutionary financial literacy, strategies, services and so much more. 
  • 1
    Please select "New Prospect" if you are submitting your own "Capital Needs Analysis"
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    • New Prospect
    • iCovestor
    • Strategic Philanthropist
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    If no other capital contributor, leave blank. If more than one other capital contributor indicate in first name "MULTIPLE"
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    Please Select
    • Please Select
    • Afghanistan
    • Albania
    • Algeria
    • American Samoa
    • Andorra
    • Angola
    • Anguilla
    • Antigua and Barbuda
    • Argentina
    • Armenia
    • Aruba
    • Australia
    • Austria
    • Azerbaijan
    • The Bahamas
    • Bahrain
    • Bangladesh
    • Barbados
    • Belarus
    • Belgium
    • Belize
    • Benin
    • Bermuda
    • Bhutan
    • Bolivia
    • Bosnia and Herzegovina
    • Botswana
    • Brazil
    • Brunei
    • Bulgaria
    • Burkina Faso
    • Burundi
    • Cambodia
    • Cameroon
    • Canada
    • Cape Verde
    • Cayman Islands
    • Central African Republic
    • Chad
    • Chile
    • China
    • Christmas Island
    • Cocos (Keeling) Islands
    • Colombia
    • Comoros
    • Congo
    • Cook Islands
    • Costa Rica
    • Cote d'Ivoire
    • Croatia
    • Cuba
    • Curaçao
    • Cyprus
    • Czech Republic
    • Democratic Republic of the Congo
    • Denmark
    • Djibouti
    • Dominica
    • Dominican Republic
    • Ecuador
    • Egypt
    • El Salvador
    • Equatorial Guinea
    • Eritrea
    • Estonia
    • Ethiopia
    • Falkland Islands
    • Faroe Islands
    • Fiji
    • Finland
    • France
    • French Polynesia
    • Gabon
    • The Gambia
    • Georgia
    • Germany
    • Ghana
    • Gibraltar
    • Greece
    • Greenland
    • Grenada
    • Guadeloupe
    • Guam
    • Guatemala
    • Guernsey
    • Guinea
    • Guinea-Bissau
    • Guyana
    • Haiti
    • Honduras
    • Hong Kong
    • Hungary
    • Iceland
    • India
    • Indonesia
    • Iran
    • Iraq
    • Ireland
    • Israel
    • Italy
    • Jamaica
    • Japan
    • Jersey
    • Jordan
    • Kazakhstan
    • Kenya
    • Kiribati
    • North Korea
    • South Korea
    • Kosovo
    • Kuwait
    • Kyrgyzstan
    • Laos
    • Latvia
    • Lebanon
    • Lesotho
    • Liberia
    • Libya
    • Liechtenstein
    • Lithuania
    • Luxembourg
    • Macau
    • Macedonia
    • Madagascar
    • Malawi
    • Malaysia
    • Maldives
    • Mali
    • Malta
    • Marshall Islands
    • Martinique
    • Mauritania
    • Mauritius
    • Mayotte
    • Mexico
    • Micronesia
    • Moldova
    • Monaco
    • Mongolia
    • Montenegro
    • Montserrat
    • Morocco
    • Mozambique
    • Myanmar
    • Nagorno-Karabakh
    • Namibia
    • Nauru
    • Nepal
    • Netherlands
    • Netherlands Antilles
    • New Caledonia
    • New Zealand
    • Nicaragua
    • Niger
    • Nigeria
    • Niue
    • Norfolk Island
    • Turkish Republic of Northern Cyprus
    • Northern Mariana
    • Norway
    • Oman
    • Pakistan
    • Palau
    • Palestine
    • Panama
    • Papua New Guinea
    • Paraguay
    • Peru
    • Philippines
    • Pitcairn Islands
    • Poland
    • Portugal
    • Puerto Rico
    • Qatar
    • Republic of the Congo
    • Romania
    • Russia
    • Rwanda
    • Saint Barthelemy
    • Saint Helena
    • Saint Kitts and Nevis
    • Saint Lucia
    • Saint Martin
    • Saint Pierre and Miquelon
    • Saint Vincent and the Grenadines
    • Samoa
    • San Marino
    • Sao Tome and Principe
    • Saudi Arabia
    • Senegal
    • Serbia
    • Seychelles
    • Sierra Leone
    • Singapore
    • Slovakia
    • Slovenia
    • Solomon Islands
    • Somalia
    • Somaliland
    • South Africa
    • South Ossetia
    • South Sudan
    • Spain
    • Sri Lanka
    • Sudan
    • Suriname
    • Svalbard
    • eSwatini
    • Sweden
    • Switzerland
    • Syria
    • Taiwan
    • Tajikistan
    • Tanzania
    • Thailand
    • Timor-Leste
    • Togo
    • Tokelau
    • Tonga
    • Transnistria Pridnestrovie
    • Trinidad and Tobago
    • Tristan da Cunha
    • Tunisia
    • Turkey
    • Turkmenistan
    • Turks and Caicos Islands
    • Tuvalu
    • Uganda
    • Ukraine
    • United Arab Emirates
    • United Kingdom
    • United States
    • Uruguay
    • Uzbekistan
    • Vanuatu
    • Vatican City
    • Venezuela
    • Vietnam
    • British Virgin Islands
    • Isle of Man
    • US Virgin Islands
    • Wallis and Futuna
    • Western Sahara
    • Yemen
    • Zambia
    • Zimbabwe
    • Other
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    Please identify your Sponsoring Assembly Code in the Drop down and indicate the name of the individual referring party who brought you here. (Obtain code from the iCovest Ambassador who directed you here.)
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    Strategic Philanthropist / CPO
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    • Strategic Philanthropist / CPO
    • Social Media / Internet
    • TV
    • Radio
    • Other (Describe in Referral Name)
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    Check all that apply
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    Please be as accurate as you can with this information, it is the basis of our ability to assist you in achieving your financial goals. Type "0" or leave category blank if it doesn't apply to your personal situation. (If more than one partner, use aggregate)
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    Please select and describe your property by completing all fields accordingly.
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    • Non-Owner Rental
    • Owned Primary Residence
    • Owned Secondary Residence
    • Owned Investment Property
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    Please be as accurate as you can with this information, it is the basis of our ability to assist you in achieving your financial goals. Type "0" or leave category blank if it doesn't apply to your personal situation.
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    Personal Challenges:

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    Please be as accurate as you can with this information, it is the basis of our ability to assist you in achieving your financial goals. Type "0" or leave category blank if it doesn't apply to your personal situation.
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    Please be as accurate as you can with this information, it is the basis of our ability to assist you in achieving your financial goals. Type "0" or leave category blank if it doesn't apply to your personal situation.
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    Please be as accurate as you can with this information, it is the basis of our ability to assist you in achieving your financial goals. Type "0" or leave category blank if it doesn't apply to your personal situation.
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    Please be as accurate as you can with this information, it is the basis of our ability to assist you in achieving your financial goals. Type "0" or leave category blank if it doesn't apply to your personal situation.
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    Define your tangible aspirations, financial goals, physical location, activities, age, income, strategy, etc.
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    AGREEMENT: By digitally signing your Capital Needs Analysis form herein, you hereby acknowledge and make formal request to receive more information provided in private counsel by an authorized Strategic Philanthropist of iCovest FBO (hereinafter, “iCovest”). to contact you upon submission. 

    This digital form is owned and operated by the iCovest, and by accessing any of our our websites (www.iCovest.org | www.iCovest.Academy) or any pages thereof (hereinafter our, "sites"), you agree to the binding terms of use relating to all iCovest Relationship and Royalty Sharing Covenants, Policies & Agreements, and as each may be amended from time to time.  ​The submission of your information here shall not be construed as an obligation for any offer to you by iCovest, and is strictly used for analytical purposes between the consenting parties by your acquiescence in formal request of this submission.

    The information contained on our sites is provided for informational purposes as a service to the public as part of our stated mission to support prospective iCovestors, and does not constitute financial, legal, tax or medical advice.  While iCovest only recognizes and operates under International Law / Common Law jurisdiction, the application of law varies depending on many circumstances.  The laws of every country and state are in constant change, and although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a lawyer if you want professional assurance that this educational information, and your interpretation of it, is appropriate to your particular situation.

    DISCLAIMER:  Rates and fees you may receive from iCovest are provided by iCovest Capital Group ("iCG") and are solely based on the information you provided.  Initial quotes shared through iCG's online borrower interface are not binding "Loan Estimates" because we are not able to verify your identity or credit history.  Your final quote, rates, and fees may differ when you close with an iCG Mortgage Loan Originator; however, it is iCG's Code of Conduct and Terms of Use to provide you with an accurate estimate based on your stated information.

    By proceeding to enter your data, and Submitting your formal application via iCG's Online Borrower Portal, you agree to be matched with a NMLS licensed iCG Mortgage Loan Originator, and consent (not required as a condition to purchase a good/service) for us and/or them to contact you (including through automated means; e.g. autodialing, text and pre-recorded messaging) via telephone, mobile device (including SMS and MMS), and/or email, even if you are on a corporate, state or national do not call registry.

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    PURSUANT WITH MY RELATIONSHIP AND ROYALTY SHARING COVENANT I AGREE TO ALL POLICIES AND AGREEMENTS OF iCOVEST:
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