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Business Opportunity Fund Pre-Application
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This form has been modified since it was saved. Please review all fields before submitting.
Steps
1.
Get your application started!
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2.
General Information
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3.
Business Information
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4.
Project Information
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5.
Disclaimer & Signature
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Get your application started!
Thank you for your interest in the Montrose Opportunity Funds.
Please complete and submit this simple form to begin the qualification process. We will be in touch with you shortly about your application.
Continue
General Information
Business Name and/or Property Address:
*
Primary Contact First Name*:
*
Primary Contact Last Name*:
*
Business Address 1:
*
Business Address 2:
City:
*
State:
*
ZIP:
*
Phone Number:
*
Email Address:
*
How did you hear about the Opportunity Funds?
*
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Business Information
Is the business/property currently located in the downtown district?
*
Yes
No
If not, when will the business open in the district?
*
If not, when will the business open in the district?
Business and/or Property Description
*
Briefly describe the business/property including products sold, services provided, and other basic information.
Bank Used for Business Purposes:
*
Bank Contact Person:
*
Date of Business Opening/Property Purchase:
*
Date of Business Opening/Property Purchase:
How many people are currently employed by the business?:
*
Federal EIN#:
Business Structure:
*
Limited Liability Corporation (LLC)
Sole Proprietor
General Partnership
Limited Partnership
C Corporation
S Corporation
Limited Liability Partnership
Other
If other, please explain:
Does the business own the property where it is located?
*
Yes
No
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Project Information
Purpose of Project:
*
Signage
Facade improvements
Roof improvements
Code deficiency corrections
Improve or replace utilities
Improving accessibility
Other
If other, please describe:
Project Description:
*
Please provide a short description of how you would like to use the loan funds:
Total Estimated Project Costs:
*
Proposed Sources of Funds:
*
Please list the sources of funds for this project and the amount of funding from each entity. The total should equal the 'Total Estimated Project Costs'.
The following information is required during the application process. Please indicate whether or not you will be willing and able to provide the following information.
A personal financial statement (for anyone owning a 20% or greater stake in the business)
Yes
No
Two years of past tax returns
Yes
No
Two years of past financial statements
Yes
No
Cash flow projections, balance sheet, and income statement for a minimum of twelve months
Yes
No
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Disclaimer & Signature
I certify that my answers are true and complete to the best of my knowledge and that intentional misrepresentations or omissions may be cause for the rejection of my pre-application.
Your electronic signature below indicates your agreement with the following statements: By typing my name in the following box and clicking submit button I certify the above statements to be true and correct, to the best of my knowledge, and that this information can be used for the purpose of processing my loan pre-application and information.
Applicant Signature:
*
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Email address
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