Captcha

First Name *

Last Name *

Include the + sign and country code before your phone number

Phone *

Email *

Who is filling out this form? *

Client/Principal

Broker/Consultant

Both

How did you hear about us? *

Company Legal Name *

State of Company Registration *

Registered Address *

Entity Type (IE: LLC, Limited Partnership) *

Full Name of Primary Principal/Managing Member * *

Primary Principal/Managing Member email(s) *

Primary Principal/Managing Member address: *

Full Name(s) of other Principal(s)/Managing Member(s) *

Who do you bank with? *

Principle credit score? Use your best guess *

Above 700

Below 700

No credit

Have you ever filed personal bankruptcy or served as an officer in a company that declared bankruptcy? *

Yes

Project Name *

Project Type (Ex: Real Estate) *

Address of Project location(s) *

What is the exact funding amount requested? *

Requested loan payback timeline *

Are you looking for debt, equity, or both? *

Debt

Equity

Both

Do you have anyone else in place to provide either debt and/or equity? *

Yes

How much have you spent to date? *

What amount do you have for a cash down payment? *

What is the specific source(s) of funds for a down payment? *

How many total investors are there? *

Is there a lien holder currently of the project? *

Yes

What would the perfect deal structure and scenario look like for you? *

Have you tried looking for project funding in the past? If so for how long? *

Have you been denied funding at any point? If so what was the reason? *

Any details, objections, or requests that you would like us to be aware of? *

Any privacy concerns?

Brief summary of project highlights, # of units, square footage, product mix, with the total of construction jobs and most importantly sustainable jobs after construction is completed (Please limit to 5 sentences or less): *

Attorney Name

Attorney Email

List all brokers being compensated *

Attach the broker Fee agreements of all being compensated

Are there any other projects or partners you are aware of that require resources or assistance with funding or consulting needs?

Please upload the Executive Summary / Pitch Deck / Brief on the project.

There is no specific format but include the following in the overview:

1. Project Overview

2. Principals and advisory, with appropriate organizational structure and management overview

3. Funding requirements, and use of funds. NOTE: Please be sure to be clear to as what the necessary capital raise is and the ability to repay.

4. Market, product, or service overview, including critical timeline and related information, as well as milestones (past and future)

5. Competitive advantages and challenges

6. Financial information pertaining to the project, including historical financials (if available) and 3-5 years of proformas.

7. Exit Strategy (if defined)

Executive Summary/Pitch Deck/Project Brief

Additional Supporting Documents

Your Source for Lending Solutions

Submission for Financing
Intake Form

Please click the blue play button on each page to continue.

Contact Us

Your Source for Lending Solutions

Submission for FinancingIntake Form

Please click the blue play button on each page to continue.

Contact Us

Submission for Financing
Intake Form