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Capital
Finance Plans: Commercial Real Estate Development Funding Proposals
What goes into a capital
finance plan proposal? All capital finance plans share the following
common traits that we will present in outline form:
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Cover Page. This must
include confidentiality notice, exact description of securities or real
estate interests being offered.
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Key Point Summary
Page. All the key economics information, construction program
information, site information, valuation information, etc.
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The Company. No more
than 200 words on the sponsor entity and the keyman managers.
-
The Industry &
Market. No more than 300 words on the nature of the industry and
marketing area being addressed by the proposal.
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The Project. No more
than 500 words to describe the project.
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The Project Site. No
more than 250 words on the site.
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The Strategic Partners -
Project Delivery Team. Each team member should include background
information on these companies as well as contact information (name, title,
phone, email, website). Keep each entry to no more than 100 words
each.
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Marketing, Advertising,
Sales & Operations Plan Summary. Summarize the marketing and
advertising plan, the projected sales plan and the operations analysis.
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Market Feasibility Report
Summary. Summarize the demand, the penetration rate, the revenues, the
operating expenses and other locational factors that may impact the project.
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Financial Feasibility
Report Summary. Summarize the pro forma financial presentation and
provide the sources & uses statement, balance sheet, income statement
and month-by-month construction period draws and expenses.
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Capital Funding Plan
Elements. Describe each element in the capital funding plan and its
corresponding status.
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Order of Funding &
Order of Retirement. Place the elements in the order of funding and
the order in which these elements will be retired.
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Key Proposal
Strengths. No more than 300 to 400 words on the key strengths of this
proposal. Be specific. Avoid using terms like, "we'll be
the best widget maker in the market".
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Key Milestone Project
Goals. Provide a schedule showing the key milestone goals in relation
to a schedule.
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Key Competitors
Analysis. Provide a concise analysis of the competition.
Remember, they are already there so stating they won't be able to compete
will be viewed as stupidity and/or hubris of the worst kind.
-
Additional Information
& Contacts. Provide a status report on where the project is in the
development cycle and the contacts for additional information.
We'll show you what one looks like so you can
decide how much help you might need in getting your plan knocked into shape
BEFORE you submit it. Give RMC a call today and we'll help you get there.
About
Rainmaker Marketing Corporation...
Rainmaker
Marketing Corporation is a consulting firm that focuses on providing the due
diligence services on a business to business (B2B) basis. Rainmaker
Marketing Corporation can trace its roots back to the late '80's and was
formally incorporated in 1994.
Over
the years, Rainmaker Marketing Corporation consultants have completed hundreds
of assignments across the United States (45 states), Mexico, Canada and the
Caribbean Basin. RMC's new construction project due diligence
documentation services have led to the successful development of
income-producing properties valued (in the aggregate) in the billions of
dollars.
Take
a few minutes and learn more about RMC. This website is designed to
provide a wealth of planning information pertaining to the capitalization,
operations, and organizational program tenets today's savvy entrepreneurial
company must embrace for continued growth and success... |
