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Loans & Mortgages
Executive Summary
You should use your own format, but please include as much as possible of this information in it. Tell your story so the lender can understand your project. 2 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:
• 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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