May be added to Lenders.ProsperSystems.biz

Also see Funders.ProsperSystems.biz and FunderCriteria.ProsperSystems.biz

 

Used in conjunction with consulting at Funding.ProsperSystems.biz
Some Borrowers start with our COMPLIMENTARY Overview Review

 

“Reload” on each visit to ensure latest version

Download Word Document or

Copy/paste to email or word processor, complete,

 then return to Lending@ProsperSystems.biz

Latest stored at LenderCriteria.ProsperSystems.biz

 

LENDER CRITERIA for YOUR FIRM or Those You REPRESENT
Please complete as much as you can quickly - FOCUS ON RANGES - then we'll do the rest on a call

 

  • Locality (Country, and for North America, State/Province): 

 

  • Industries (Names): 

 

  • Amount (Millions USD - range): 

 

  • Types of Loans (Note, Line of Credit, SBLC, BG, Convertible Note, …): 

 

  • Collateral Preferred (Signature, Cash Flow, Real Estate, Equipment, Equity, …): 

 

  • Source (Individual, Private, Bank, SBA-qualified, …): 

 

  • Loan basis (LTV, % - range):

 

  • Loan Basis (LTC, % - range):

 

  • Interest (% / year - range): 

 

  • Term (years - range): 

 

  • Initiation/Consulting Fees (% of loan - range - in advance or with draws): 

 

  • Origination Fees (% of loan - range - at closing or with draws): 

 

  • Total Loan Fees (% of loan - range): 

 

  • Stage of Development (Concept, Pre-Production, Production, Growing, Mature): 

 

  • Advice Availability from the Lender  (Low, Medium, High): 

 

  • Required Documentation (Overview,* Exec Summary; Pitch Deck; Business Plan; Financials - type, age; Projections -type; Appraisal - age; …): 

 

  • Application Procedures (Intake Form, Phone Meeting, Video Meeting, Face-To-Face Meeting, ...): 

 

  • Closing Time - Following Document Acceptance (days): 

 

  • Other Information: 

 

CONFIDENTIALNOT TO BE PUBLISHED

 

  • Allow a second to your first (from owner or other sources): 

 

  • Additional Fees to client, such as consulting (flat fee or percentage): 

 

  • Split of Total Fees for warm, strong-vetting referrer (percentage): 

 

Company Info, if NOT on your Online Profile or Signature Block (overlay if easier).

 

Company: 

Name: 

Title: 

eMail: 

Address: 

Scheduling (phones / calendar link): 

Social Media / Skype (links, name): 

Website(s): 

Profile Link(s): 

Jurisdiction incorporation: 

Other: 

 

Questions?  Complete what you can, email it (see above), then we’ll finish over the phone.

 

Thank you very much,

Kenton Johnson, Chief Collaborator • Schedule a Call or Mtg (with Video options)

Prosper Systems, LLC • Funding.ProsperSystems.biz

________________

*Overview = 1-2 pages to include (example format):

  - Mission (Idea/Solution)

  - Market (B2B, B2C, Type of Customer, Number, Value, Target Penetration)

  - Management (Picture if fits, Name, Title, Background, Online Profile Link)

  - Money (Financial Projections with Income, Expenses and Net Profit over 5-10 years, Exit Strategy)

  - Request "Financial Partners," AND to avoid being an illegal public offering,

       NOT an amount or % of company per amount

       (leave that for personal conversations with prospective investors who have submitted a subscriber questionnaire)

  - Disclaimer that the Overview is NOT a public offering

Copyright © 2015-2023, Prosper Systems LLC, Denver CO USA. All rights reserved. Latest update, 7/24/2021, KHJ