Project Intake Form

Project Intake Form

Please fill in all relevant information about your project. Incomplete information will delay the presentation of your project to our capital partners. Please Note that there is a connection between Fee and or Profit Sharing When We secure Funds
Personal and Business Information

First NameMiddle NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Business Entity Name
Must have a legal business entity to submit a project.
Business Entity Name
Please provide a short bio. including your experience and the names, duties and bios. of other partners involved in the project
Advisor

First NameLast Name
Please attach the following documents: at least 5 recent HUDs (settlement statements) for successfully completed projects. *

If you do not have at least 5 recent HUDs, we suggest partnering with someone that does.
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Consent to Background Checks

You must consent to all background checks in order to submit a project.
Do you consent to a criminal background check? *
Do you consent to a background check to determine if any bankruptcies, foreclosures, charge-offs, defaults, liens or other financial judgments have been levied against you?
Do you consent to a background check of your business entity to determine if any bankruptcies, charge-offs, defaults, liens or other financial judgments have been levied against it?
Basic Project Information
Property Address
Ex. 123 Street, City, State initials, ZIP
Purchase Price
ARV
Closing Date

MonthDayYear
Date
Inspection Period (If applicable)
Please attach a picture of the property. *

Please attach the following document(s): appraisals/comps/CMA to support as- is and ARV values. *
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Please attach the following document: purchase and sale agreement.

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Title Company/Closing Attorney/Escrow Information
Title Company/Closing Attorney/Escrow Name
Title Company/Closing Attorney/Escrow Email
example@example.com
Title Company/Closing Attorney/Escrow Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Preferred Escrow Agent (If applicable)
Title Company/Closing Attorney/Escrow Business Address *

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
General Contractor Information (if applicable)
General Contractor Company Name
General Contractor Email
example@example.com
General Contractor Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
General Contractor Business Address
Funding Information
What is the total amount of funding you are requesting?
How long will you need the funds?
By what date will you need these funds?

MonthDayYear
Date
What position will the requested funds be in? (If applicable)
What is the LTV of the 1st position lien? (If applicable)
What return are you offering on the requested funds?
Who is covering the down payment and closing costs for the acquisition? (if applicable)
How will exit costs (i.e. bank fees for refi., title for flip, etc.) be covered? *
Please provide a brief overview of your project's business plan including a break down of how the requested funds will be utilized.
What is your primary exit strategy for the requested funding amount? *
What is your secondary exit strategy for the requested funding amount?
What contingencies are you prepared to offer on the requested funding amount (E.g. personal guarantee, cross collateral, deed in lieu, etc.)?
(Applicable)

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Please attach the following documents (for commercial real estate): P&L statement, property pro forma, rent roll

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Consulting Fee
A consulting fee will be negotiated between Presto Solution Ventures, LLC and you and can vary based on the specific details of your project. Do you agree to negotiate in good faith and to pay the fee? *
Additional Fees
Additional fees may be due at closing including transaction coordination fees and legal fees. Do you agree to pay these fees? *
Brief Survey
How did you hear about us?
How would you rate the experience of submitting this form?
How can we improve the quality of the experience?
Please verify that you are human
SIgnature
Should be Empty:

Consent to Background Checks

Basic Project Information

Title Company/Closing Attorney/Escrow Information

General Contractor Information (if applicable)

Funding Information

Consulting Fee

Additional Fees

Brief Survey