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Intake Form
AESG CAPITAL
intake form
Project information
Project Information
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Thank you for taking the time to prepare this short summary form. For speed and accuracy please follow these simple instructions as accurately as possible. Our intake team will then be able to swiftly place this request in the correct loan program. 1. Please complete all questions to the fullest extent possible. 2. Do not reference another document. Rather, summarize the information in each box even if it is repetitive so that this can be a standalone document. 3. List accurate contact information for the principle and for the originating broker if there is one. 4. Attach all supporting documents that are readily available, but this form may be submitted by itself as it provides enough detail for an initial review if completed in detail. 5. The first sections are for all loans, the last for joint venture / equity financing. We wish it could be simplified but the more specific information that we have initially the better the entire process operates
Project Address
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Line 1
Line 2
City
State
Zip Code
Country
Project website
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Type of project
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company information
Company name
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Company website
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Company address
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Line 1
Line 2
City
State
Zip Code
Country
Principal 1 - Name
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First
Last
Phone number
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Email
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Principal 2 - Name
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First
Last
Phone number
*
Email
*
Additional owners
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Primary company contact
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First
Last
Primary contact's role
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Owner
Broker
Other
Phone number
*
Email
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loan information
Total Financing Amount Requested ($)
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Current “AS IS Value” Land or Building ($)
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Down Payment ($)
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Principal’s Contribution ($)
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Principal’s Liquidity in the Bank ($)
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Net Operating Income ($)
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Projected Net Operating Income ($) Yr-1
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Projected Net Operating Income ($) Yr-2
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Projected Net Operating Income ($) Yr-3
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“Purchase” or “Refinance”
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Description of Property or Project
Comment
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Use of Proceeds
(Breakdown of Where Funds Will Be Allocated):
Acquisition ($)
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Refinance Existing Debt ($)
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Construction Costs ($)
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Development Costs ($)
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Soft Costs ($)
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Closing Costs ($) (Real Estate Transaction Related)
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Total ($) (Sum of fields above, this must match Total Financing Amount Requested)
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Exit Strategy:
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If Cash Out, Use of Proceeds:
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if private investor financing
Would the borrower consider a joint venture?
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If so, what % in the profits would the borrower be willing to give up
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What projected return (IRR) would we receive for this % ownership
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What is the estimated time it will take to repay the initial investment?
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General Questions
What is the borrower’s desired loan term?
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What is the borrower’s desired loan rate?
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What is the Loan to Value?
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What is the Loan to Cost?
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Is there a Purchase Agreement in place?
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Do you have an Executive Summary?
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Is there a Pro-Forma available?
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How many Years of Experience does the client have?
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Has the client been Turned Down before? If so what were the reasons?
*
Please note these are just initial requirements for a preliminary review of your project. A complete list of due diligence items will be given to you upon notification of our interest in pursuing your financing request or upon acceptance of an LOI.
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