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Investment Oportunity
Business Information
*
COMPLETE LEGAL NAME OF COMPANY
*
FEDERAL TAX ID
(XX-XXXXXXX)
*
DATE STARTED
(MM/DD/YY)
D&B NUMBER
*
DESCRIPTION OF WHAT COMPANY DOES
WEBSITE
*
BUSINESS STRUCTURE (Check One)
Proprietorship
Partnership
Corporation
LLC
Other
STATE OF INCORP
(two letter state code)
*
COMPANY ADDRESS
STREET
CITY
STATE
ZIP
*
TELEPHONE
(555-555-5555) EXT
*
FAX
(555-555-5555) EXT
*
EMAIL OF CONTACT PERSON
Bank and Trade Information
BUSINESS BANK
CONTACT PERSON
ACCOUNT #
TELEPHONE
(555-555-5555) EXT
AVG BALANCE (last 90 days)
$
TRADE REFERENCE #1 CONTACT PERSON
ACCOUNT#
TELEPHONE
(555-555-5555) EXT
TERMS
NET 30
OTHER
TRADE REFERENCE #2 CONTACT PERSON
ACCOUNT#
TELEPHONE
(555-555-5555) EXT
TERMS
NET 30
OTHER
OTHER BUSINESS LOAD OR EQUIPMENT LEASE REFERENCE
ACCOUNT#
TELEPHONE
(555-555-5555) EXT
ORIGINAL LOAN AMOUNT
$
Owner Information
*
PRINCIPAL/OFFICER PARTNER #1
*
TITLE
*
OWNERSHIP %
*
SOC. SEC. #
(XXX-XX-XXXX)
CURRENT DEROGATORY ACCTS ON CREDIT REPORT?
Yes
No
If Yes, $ past due
*
COMPLETE HOME ADDRESS
STREET
CITY
STATE
ZIP
Own
Rent
PRINCIPAL/OFFICER/PARTNER #2
TITLE
OWNERSHIP%
SOC. SEC. #
(XXX-XX-XXXX)
CURRENT DEROGATORY ACCTS ON CREDIT REPORT?
Yes
No
If Yes, $ past due
COMPLETE HOME ADDRESS
STREET
CITY
STATE
ZIP
Own
Rent
PRINCIPAL/OFFICER/PARTNER #3
TITLE
OWNERSHIP %
SOC. SEC. #
(XXX-XX-XXXX)
CURRENT DEROGATORY ACCTS ON CREDIT REPORT?
Yes
No
If Yes, $ past due
$
COMPLETE HOME ADDRESS
STREET
CITY
STATE
ZIP
Own
Rent
Equipment & Vendor Information
EQUIPMENT VENDOR - CONTACT PERSON
TELEPHONE
(555-555-5555) EXT
EMAIL
RESALE NUMBER
*
EQUIPMENT DESCRIPTION
*
# OF PIECES
*
NEW OR USED
New
Used
*
TOTAL COST
WORKING CAPITAL
Do you need working capital for other items?
Yes
No
$25K
$50K
$75K
$ 100K
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*required information