Opportunity Submittal for Initial Review

Please go to the Steps to Project Funding page first.  Read this, then the Procedure and Processes prior to completing this form. 

The following form should be completed by the principal of the project. Your submittal of the form signifies that the principal has read, understands, and agrees to the conditions and terms of the investor's procedure and processes. You will be asked to confirm this submission via email upon receipt.

If you are an intermediary submitting this opportunity on behalf of the contracted client, please make sure you send a separate email to charlescox@coastalbay.com , referencing the Project Name in the subject header and in the body of the email with your COMPLETE contact information including email, phone, and mailing address so we can make sure you are attached to the submission. Thank you for your submission.

Please complete all fields. If not applicable, insert N/A. Fields with * are required
   PRINCIPAL AND PROJECT INFORMATION
 

*Project Name:

    
 

Company name:

    
 

*Name of Principal Borrower:

    
 

*Project Principal's Email:

    
 

Title or position in company:

    
 

*Principal Borrower's Address:

    
 

*City, State, Postal/Zip Code, Country:

    
 

*Principal Borrower's Main Telephone:

    
 

Fax:

    
 

Years in business:

    
 

*Years in this type of business:

    
 

Principal's 3 credit score(s) if known:

    
 

*Project Address:

    
 

*Project City, State, Postal/Zip Code, Country:

    
 

*Loan Amount Requested:

    
 

Loan Terms Requested:

    
 

*How Much Cash is Principal Investing:

    
 

*Loan Type (check all that apply):

   Development
Land Acquisition
 Construction
 Bridge Loan
 Equity Investment
 Refinance
 Other (explain below)
 

*Type of Project (if "Other", describe below):

    
 

Other information/description of project:
You can send or attach your Executive Summary
(click here for an example), spreadsheets or other documents by attachment in a separate email  to: Charles Cox or cut and paste here
(or fax)
 

 

    
 

We will confirm receipt of your information upon receipt and contact you shortly to acknowledge receipt.  Make sure you have reviewed the information on the procedure and process page prior to submitting this form as submission of this form confirms you have read and understand the procedures and processes.  click here for the procedure and process page

 

Charles W. Cox
Cox & Associates
131 Sutphen St.
Santa Cruz, CA 95060
Tel: 831 466 3440
Facsimile: 831 466 3441
Cell: 619 517 4800
eFax: 619 330 2379
e-mail