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Loans & Mortgages
Executive Summary
You can use your own format, but please include all this information in it. 2-6 pages maximum PLEASE.
Executive Summary and Business Plan Content List
• Project Name:
• Company Name, Address, History and Background:
• Type of Business:
• Products and Services:
• Principal and Owners - Company or Project Ownership:
• Principal Contact Person, email, phone (contact with Lender):
• Staff (Upper and Lower Management) :
• Alliance Partners:
• Loan Amount Requested:
• Current Situation – Project’s Status:
• Operational Facilities:
• Opportunity for growth - Growth Strategy:
• Statement of Purpose – Objectives:
• Humanitarian or Environmental Impact:
• Loan Applicant or Borrower’s name (person signing documents):
• Project’s Location:
• Project’s Concept:
• Project’s Description:
• Summary of Use of Funds:
• Explain exit strategy (how you will pay back the loan):
• Collateral (Project, Ancillary or Personal) – cash available:
• Equity – Down Payment – Guarantees– Loan to Value Ratio – cash available: EXPLAIN, THIS IS VERY IMPORTANT. Lender must see that you have some liquidity.
• Risk Factor:
• Market Analysis:
• Project vs. Competitors:
• Clientele or Customers profile:
• Strength and Weakness of Project:
Creative Funding Solutions
P.O. Box 32215
Tucson, Arizona 85751-2215
+1-520-749-1428
infocfs@earthlink.net
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