Company & Project Investment Summary
Company Name (Borrower - as registered/to be registered with Companies House)
*
Please enter the name of the business you have registered, will register or wish to purchase
Trading Name (If different to registered name)
Nature of Business
Address (City and Country required)
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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
Country
Company Stage
*
Please Select
Acquiring Business/Property
Own Property, Require Development Finance
Project Evaluation
Business Concept/Plan
Team Building
Seed Financing
Launched
Org. Build-Up
Business Development
External Financing
Turning Profit
Exit
Year Founded/Date Purchased (If in the future, please enter target)
-
Day
-
Month
Year
Date
Target Development Completion Date
-
Day
-
Month
Year
Date
Main Contact Name
*
Eg. Mr/Mrs
First Name
Last Name
Main Contact Phone Number
*
-
Country Code
Phone Number
Main Contact Email
*
example@example.com
Main Contact Current Job:
*
Company Director Summary
If company not yet registered/acquired please input client's personal information
Director 1 Name
*
First Name
Last Name
Director 1 Date of Birth
*
-
Day
-
Month
Year
Date
Director 1 Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Other Relevant Information
ex: Experience, Current Job etc
Director 2 Name
First Name
Last Name
Director 2 Date of Birth
-
Day
-
Month
Year
Date
Director 2 Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Other Relevant Information
ex: Experience, Current Job etc
Are There More Directors/Relevant People?
*
Yes
No
If "Yes" we will request their information at a later date.
Funding Requirements and Information
Trading Currency
*
USD ($)
EUR (€)
GBP (£)
JPY (¥)
Pre-Revenue/Pre-Development Valuation (purchase price before development/current value)
*
(Current Market Value Of Underlying Assets)
Post-Revenue/Post-Development Valuation
*
(Forecast Market Value At Exit)
Funding/Loan Requirement
*
(Forecast Market Value At Exit)
Reason For Funding (You can select multiple options)
*
Purchase/Acquisition
Refinance
Refurbish
Development/Build
Loan Term
Interest Type
Serviced
Retain
Other
If Serviced Please Upload Accounts or Bank Statements
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Can The Directors Put Forward a Personal Guarantor?
Yes
No
To be discussed
Introducer Details
If Applicable
Current Funding Progress
It is important we know to best position you to funding lines
Have You Applied Or Do You Have Funding Elsewhere?
Yes
No
If "Yes" who and why are you looking elsewhere?
Security
Security Type (eg, property etc)
*
Security Current Value
*
GDV If The Security Is The Development Property
*
Gross Development Value
Loan To Value
Of current security value
Security Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Executive Summary
Insert here three paragraphs that explain the business or project and why you are turning to investment now. This section should be able to give us all the relevant information we need if the remainder of this form didn’t exist
Please Enter Executive Summary Bellow:
*
Market Summary
Insert here market information; do not assume we understand the market so advise on demographics and projected market in the next 3-5 years.
Please Enter Market Summary Bellow:
Unique Selling Points (USPs):
What will make your development desirable to the market, will there be demand?
Please Enter Unique Selling Points (USPs) Bellow:
Revenue Stream/Exit Strategy:
Please explain how you plan to make a return from this project. For example, do you plan to sell all units, retain and let out, etc?
Please Enter Revenue Stream/Exit Strategy Bellow:
*
Current Stage and List of Professional Partners:
Please explain where you are with this project. For example have you made an offer, acquired, broken ground, etc?
Please Enter Your Current Stage and List of Professional Partners Bellow:
Management Team/Main Contractors
This is the last section!
Company Name
If Applicable
Name (Contractor or Individual)
First Name
Last Name
Link to LinkedIn Profile
Role
Phone Number
Please Upload CV/Company Brochure (File 1)
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Please Upload CV/Company Brochure (File 2)
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Please Upload a Picture of Main Contact
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2nd Management Team Member/Main Contractor
Company Name
If Applicable
Name (Contractor or Individual)
First Name
Last Name
Link to LinkedIn Profile
Role
Phone Number
Please Upload CV/Company Brochure (File 1)
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Please Upload CV/Company Brochure (File 2)
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Please Upload a Picture of Main Contact
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Is There More Managers/Main Contractors?
*
Yes
No
If "Yes" we will request their information at a later date.
Please Check the Information You Have Entered and Then Click "Submit"
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