Presenting a Deal to a Private Lender

[Michael Dallas]

Hey BP! I am currently under contract with a 9-unit multifamily. I have already talked to a private lender of mine that tentatively agreed to lend on the deal. I just gave him some easy round numbers on the deal, and he said it looks great. But before we go through to put together something more specific on the property so he can see all the numbers. What is the best way to present him with these numbers/data? And what all should I prepare and talk about? 

I was thinking along the lines of just a few slides of a slide deck showing the property and the potential. Is there anything I need to make sure I add? Or anything I should stay away from talking about? 

Thank you so much to everyone that helps out!

[Chris Seveney]

Quote from @Michael Dallas:

Hey BP! I am currently under contract with a 9-unit multifamily. I have already talked to a private lender of mine that tentatively agreed to lend on the deal. I just gave him some easy round numbers on the deal, and he said it looks great. But before we go through to put together something more specific on the property so he can see all the numbers. What is the best way to present him with these numbers/data? And what all should I prepare and talk about? 

I was thinking along the lines of just a few slides of a slide deck showing the property and the potential. Is there anything I need to make sure I add? Or anything I should stay away from talking about? 

Thank you so much to everyone that helps out!

 I do not need a powerpoint presentation. What I want to see is:

1. Your Credit

2. Your personal financial situation (tax records/bank statements and personal financial net worth statement)

3. Pictures of the Property

4. Financials of the Property

5. Financial Analysis of property with risk assessment

Is the financing short term or long term? If its short term I also want to know what is your exit strategy to pay me off.