See which E-2 investors have capital already at risk
Cliont's E-2 intake asks about treaty-country citizenship, investment size and source of funds, and ownership or control of the business before a prospect ever lands on your calendar. Applicants upload proof of funds and business formation documents so you can see if the investment is real before the consultation.
The exact intake your e-2 treaty investor leads complete
This is the real 7-question guided intake for E-2 Treaty Investor — the same flow your customers finish before you ever pick up the phone.
What a qualified e-2 treaty investor lead should tell you
E-2 Treaty Investor status requires a citizen of a qualifying treaty country to have committed a substantial, at-risk investment in a real, active U.S. business that they own or control, with the enterprise expected to grow beyond a marginal, subsistence-level operation.
- Citizen Country That Has
- Plan Invest (Or Have
- Investment Already Committed Or
- Own At Least 50%
- Business Expected Generate More
- Show That Investment Money
- Plan Work In U.S.
The questions your team needs answered
Every e-2 treaty investor intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you a citizen of a country that has an E-2 treaty with the United States? | Treaty-country citizenship is a hard eligibility gate — a no here means the applicant cannot qualify for E-2 status regardless of investment size. |
| Do you plan to invest (or have you already invested) your own money in a real U.S. business (not just buying a home or holding stocks)? | Confirms the inquiry is genuinely investment-based rather than about a home purchase or passive stock holding, which anchors whether E-2 even applies. |
| Is your investment already committed or at risk (for example, spent or placed under binding contracts), not just sitting in a bank account? | Distinguishes applicants with real capital at risk from those still deciding, since committed 'at risk' funds are a core legal requirement for E-2 approval. |
| Will you own at least 50% of the business, or otherwise have the power to direct and control it? | Verifies the applicant will actually own or control the enterprise, not just co-invest, which USCIS requires for E-2 classification. |
| Is the business expected to generate more than just enough income to support you and your family (for example, it will hire workers or have meaningful growth)? | Flags enterprises that will only cover the family's living expenses, which examiners can treat as marginal and deny for lacking growth or hiring potential. |
| Can you show that the investment money came from legal sources (such as earnings, savings, sale of property, or a documented gift)? | Source-of-funds documentation is where many E-2 denials originate, so this answer predicts how consultation-ready the file actually is. |
| Do you plan to work in the U.S. to develop and run this business (not just be a passive investor)? | Separates active treaty investors who will run the business from passive investors who may need a different visa category entirely. |
How Cliont scores e-2 treaty investor leads
Every answer is weighted automatically — no manual review required.
Value signals
- Citizen Country That Has: yes
- Plan Invest (Or Have: yes
- Investment Already Committed Or: yes
- Own At Least 50%: yes
- Business Expected Generate More: yes
- Show That Investment Money: yes
See the lead your team receives
E-2 Treaty Investor Lead
From first click to qualified lead
Follow people and businesses seeking counsel through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for e-2 treaty investor workflows
| Cliont capability | E-2 Treaty Investor application |
|---|---|
| Weighted lead scoring | Citizenship, committed investment, ownership/control, and source-of-funds answers carry the highest weights in the E-2 model, so files missing these core elements score low even if other answers look strong. |
| Document upload capture | Prospects upload proof-of-funds and business formation records during intake, so you see whether the investment is documented before the consultation instead of asking for it in the room. |
| Video intake widget | Applicants can walk through their business plan and role in the company on video, giving you investment context that a yes/no form alone can't convey. |
| CRM routing | Qualified E-2 files with committed capital and clear ownership route straight to your CRM, separating them from inquiries that are really asking about other visa categories. |
Common e-2 treaty investor lead scenarios
Ready-to-file investor
Applicant is a treaty-country citizen with capital already spent or under binding contract, majority ownership, and documented legal source of funds — the intake flags this as consultation-ready across every core field.
Funds not yet committed
Prospect confirms investment plans but the money is still sitting in a bank account rather than at risk, so the intake surfaces this as promising but premature for a consultation.
Passive investor inquiry
Applicant plans to fund the business but won't hold majority control or work in it day-to-day, surfacing a potential E-2 mismatch before you spend meeting time on it.
Marginal business concern
The business is only projected to cover the family's living expenses without hiring or growth, a detail the intake captures so you can address enterprise marginality before the consultation.
Non-treaty country citizen
Applicant isn't a citizen of an E-2 treaty country, an immediate eligibility gap the form catches so the office doesn't schedule a consultation for a category the person cannot use.
Connect Cliont to your workflow
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- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
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Only pay when you receive a qualified lead.
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- Charged only for submitted leads
More immigration law intake templates
E-2 Treaty Investor lead-intake FAQs
How does the intake screen out prospects who aren't citizens of an E-2 treaty country?
The first question confirms treaty-country citizenship, which is a hard eligibility requirement for E-2 status, so non-treaty citizens are flagged low before a consultation is booked.
Can the form tell whether the investment is actually at risk or just sitting in savings?
Yes, the intake asks whether funds are already spent or placed under binding contracts versus still parked in an account, since 'at risk' capital is a core E-2 requirement examiners look for.
Does the intake catch investors who plan to be passive rather than run the business?
It asks directly whether the applicant plans to work in the U.S. to develop and manage the business, which separates active treaty investors from passive backers who may not qualify for this category.
How do you know if the business will be considered marginal?
One question asks whether the business is expected to generate more than subsistence-level income, such as through hiring or growth, which is the marginality test examiners apply to E-2 petitions.
What proof of funds does the intake collect before a consultation?
Applicants are asked whether they can document a legal source for the investment money, such as earnings, savings, property sale, or a gift, and are prompted to upload supporting records.
What if the applicant doesn't own enough of the business?
The intake checks for at least 50% ownership or a demonstrable power to direct and control the enterprise, since ownership or control is a distinct E-2 requirement from simply contributing capital.
Turn e-2 treaty investor visitors into qualified cases
Give every e-2 treaty investor visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.