COMMERCIAL REAL ESTATE FUNDING (USA & Canada):
- Purchase
- Rate & Term
- Cash-out Refi
- Acquisition and Development
- Bridge Loans
Sectors of Interest:
- Automotive
- Churches/Temples
- Energy
- Hospitality
- Industrial
- Leisure
- Medical
- Mixed Use
- Mobile/Manufactured homes
- Office
- Retail
- Self-Storage
- Aviation Lending
- Commercial & Industrial
- Communications & Technology
- Consumer Goods
- Entertainment, Media, Gaming & Sports
- Healthcare
- Maritime
Industry preferences that we may obtain funding for include:
- Renewable Energy (Wind, Solar, Bio, Hydro, Waste, ect.)
- Medical Devices
- Medical/Healthcare
- Manufacturing
- Pharmaceutical
- IT
- Distribution
- Electronic Components
- Communications
- Media
- Petroleum Refinery
- Energy Services
- Energy Shipping
- Energy Trading
- Crude Oil Processing
- Oil & Gas Extraction
- Construction
- Energy
- Real Estate Related Services
- Ship & Airline Manufacturing
- Chemical Companies
- Waste Management
For funding consideration please forward a complete financial package. A reference guide is available below to help insure your project is given the attention it deserves - PRESENTING YOUR PROJECT for SUCCESS .
PRESENTING YOUR PROJECT for SUCCESS
Our investors can evaluate business plans quickly and easily if they contain the following:
1. The "Elevator Speech" (a one paragraph summary of the business)
2. The Executive Summary - This is a 1-2 page summary which briefly describes the business using all nine of the following elements:
3. The Business Plan - Any plan submitted should address the following issues:
i. The Business - A mission statement or the "Elevator Speech".
ii. The Market
- History and project size ($$)
- Relevant trends
- Government regulation issues
iii. Products
- Description
- Historical and projected dates for key milestones
- What makes your product different (Unique Selling Proposition)
iv. Competition
- Name the Competitors
- Barriers to entry
- Competitive advantages
v. Revenue model - How will the company earn revenue?
vi. Distribution/Sales
- Key customers
- Partnership Alliances
- Sales Strategies
vii. Financial Projections (2 years, preferably by quarter)
- Historical and Forecasted P&Ls
- Cash Flow Forecast
- Current Balance Sheet
- Headcount forecast by department
xii. Management
- Management team bios
- Board composition
ix. What is being proposed (deal terms)
- Prior financing history
- Pre or post financing valuation
- How much are you raising and time frame?
- Where is the money raised being spent?
- How much capital (verifiable) has been invested to date or in reserves?
- Liquidity plan or exit strategy
- Description of Collateral or Security (if applicable)
DEBT, M&A, MEZZANINE, LEVERAGED BUYOUT FUNDING: