Investment Opportunity Form
Section 1: Deal Overview
What type of opportunity is this?
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e.g., commercial real estate, residential, SaaS
One-line description of the project or business.
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What is the current stage of the project or business?
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Pre-revenue
Under contract
Operational
Expanding
Under renovation
Distressed or turnaround
Section 2: Founder/Operator Background
Key principals or operators involved (names, LinkedIn URLs)
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Do the principals have prior experience in this sector?
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Yes
No
If yes, please describe relevant experience
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Are you or your team full-time on this deal?
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Yes
No
If not full-time, describe level of involvement (optional)
Section 3: Financials & Capital Requirements
Total capital required (USD)
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How much equity is being offered to investors?
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How much capital has already been raised?
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How much capital has already been committed?
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Expected investor return profile
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IRR (specify % if known)
Cash-on-cash
Equity multiple
Preferred return
Other
Other return type (if selected)
Section 4: Deal Details & Performance
If operational, what are the current monthly revenues and expenses?
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Projected break-even point and ramp-up timeline
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Do you have a business plan or financial model available?
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Yes
No
If available, upload Business Plan, Pro Forma, or Financial Model
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Section 5: Location & Market
Location of the property or business (City, State, Region)
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Why this location/market? What makes it attractive?
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Section 6: Deal Structure
Legal structure for investors
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Please Select
LLC
LP
GP/LP
C-Corp
Other
If other, specify
Deal structure being offered
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Equity
Revenue Share
Buy Out
Other
Any key risks or regulatory issues investors should be aware of?
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What is the expected hold period or exit timeline?
Example: “5 years with planned exit via acquisition”
If other, specify
Optional Uploads
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Pitch Deck / Executive Summary
*
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Pro Forma or P&L
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Additional supporting documents
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