UB Solution is a Private Capital Advisory Firm and Direct Lender / Investor specializing in out of the box Financing.
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Commercial Real Estate Financing
Principal’s experience (must have reasonable
and proven experience).
Principal’s equity in the project (already
invested, including real estate owned).
How much money is available to invest towards
the total cost of the deal?
Is additional collateral available (provide
description/value)? Amount requested.
Exit strategy (must have a clear and specific
exit strategy).
Example: if a developer was proposing to build
a residential home development, his exit
strategy better be more specific than just listing
the homes on the MLS.
Business Financing
How long has your company been in business?
Last three years Revenue/EBIDTA.
Amount of debt outstanding (provide breakdown
if more than one).
When is the debt's maturity date (provide
breakdown if more than one).
Current rate(s) on the debt (provide breakdown if
more than one).
Collateral available, its description/value.
Purpose of financing required-example:
acquisition, working capital, etc.
Amount requested.
Principal(s) personal financial strength.
Suggestions:
Be concise. State the reason for the funding
request at the beginning of the summary.
Include the amount of funds requested. Include
the clear purpose the funds will be used for.
Clearly state the length of time the funds are
needed. State the amount of money you or your
organization is investing in the project.
List the collateral being offered.
State the qualifications and experience of the
principals. UB Solution does not accept a
verbose and complicated proposal and will
reject your request if it is too complicate to
read. Executive Summary should not exceed 2-
3 pages.
The best way to start a conversation with UB Solution is to send us an executive summary for review.
Or complete our Intake Form (download at right) and e-mail us at info@ubssolution.com to get started.
Email Executive Summary to
What to put in an Executive Summary?