From Idea to Exit

We have developed a streamlined and straightforward approach to vetting and funding real estate deals, ensuring efficiency and clarity at every stage. Our process is designed to quickly evaluate projects, collect essential information, and provide precise, actionable feedback. From the initial executive summary to the final exit strategy, our 20-point due diligence process covers every critical aspect of a project’s viability. By thoroughly assessing elements like financial statements, market analysis, development budgets, and capital structure, we ensure that only the most promising projects move forward, allowing us to secure funding swiftly and effectively. Our goal is to minimize delays and deliver tailored financial solutions that set our clients on the path to success.

Information

This is a checklist of information we use to process your request for funding:

  • Executive Summary
  • Business Plan/Project Overview
  • Pro Forma Financial Statements
  • Sources and Uses of Funds
  • Personal Financial Statements
  • Development Budget
  • Appraisal
  • Environmental Reports
  • Feasibility Study/Market Analysis
  • Loan Agreement/Investment Agreement
  • Intercreditor Agreement
  • Property Reports
  • Architectural and Engineering Plans
  • Construction Contracts
  • Insurance Documentation
  • Developer or Sponsor Experience
  • Capitalization Table (Cap Table)
  • Title Insurance
  • Permits and Approvals
  • Exit Strategy

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