We provide advisory services to investors and developers who are not tech-savvy or have not been able to organize their documents for the loan process.
Throughout our time in the industry, we have recognized that there are many qualified investors and developers who are able to successfully execute and manage projects, but may not have the technical skillset or team members to provide the documents and organized information that it takes to qualify for financing.
One of our strengths is being able to quickly and concisely gather, organize, and distill the information and documentation necessary for the loan underwriting process.
If you are interested in having our team help you prepare your loan request and documentation, please reach out.
After working with us, whether we fund your loan or you apply with another lender, you’ll enter into the finance process with confidence, knowing that you are communicating your project clearly and concisely for the highest chance of success.
Example Services:
Walk through your entire project start to finish, creating a complete narrative
Prepare executive summaries
Format budgets and projections
Prepare financial models and timelines
Build out and organize data rooms
Prepare financial statements and sponsor bios
Optimize your loan package for the highest chance of success