FUNDING PROJECT DATA INFORMATION SHEET
The following is a simple project data information request sheet. Please fill out all information and indicate those, which are not applicable with (n/a.) We will use the information in this project data sheet to evaluate your company’s financial position so that we may offer a financial alternative tailored to your needs. It is therefore essential that all information indicated is accurate and complete. If you have any questions, please do not hesitate to contact us at 800-866-3140.
Your first and last name:
Company name or DBA:
Your mailing address:
Your telephone and fax number(s):
Additional phone, cell and fax numbers:
Time zone and best time to call:
Is the project government or private?
Term of financing required:
How soon are funds needed, and is there a preferred time frame at which funds are to be obtained (1sr qtr, 2nd qtr, etc)?
What types of funding will be considered or preferred?
Is the company engaged with other funding sources at this time? Yes/No
Are you a loan broker? Yes/No. Brokers are welcome!
What stage has the application reached?
If so, indicate the actual annual revenue for the past 3 years:
Year 1: (US Dollars)
Year 2: (US Dollars)
Year 3: (US Dollars)
What is the total amount of cash funds or existing credit funds that will be brought to the closing table by your group to complete this funding transaction? Please list amount in US funds.