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2. Cover Letter
for Loan Proposal
2
Z
Dear Mr. (lender name),
I have been working in the industry (industry name) for more than two decades, holding several positions including working at front
and back end and also at top level. I have rendered my services in various major U.S. markets (regions names).
I started my journey by working into my grandfather’s business by doing minor jobs their. From last 7 years, I have been working as a
manager for a highly reputed firm in (location). I am qualified professional holding a degree in (qualification degree) from the
(institution name)
Now, I wanted to startup my business in this sector. I can firmly assure you that I have the appropriate experience, industry
relationships and connections to make this feasible. I have developed a business plan by the aid of my reliable industry connections.
The business plan seeks borrowing from established ventures to take things forward.
Enclosed is the copy of proposal. It outlines the how the borrowed money as a loan will utilized in setting up the business and how it
will complement my existing capital.
We will be glad to meet you for further discussion in accordance to your convenience.
Sincerely,
(Company-name)
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3. 02.
Company Profile
› Basic Overview
› Detailed Description
about Company
› Partner’s History
05.
Financial Information
Loan Request
› Budget Allocation
› Repayment
03.
References
06.
01.
Project Context and
Objectives
04.
Operational Information
› Product
› Management
› Employee
› Facilities
› Marketing and Distribution
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Table of
Content
5. Project Context and Objectives for
Loan Proposal
5
Project Context
The rationale of this proposal is to seek a loan –
Our startup business budget is $300,000; out of which two investors
including myself have raised $150,000. This concludes that we require
another $150,000 for setting up the business.
The amount we have in the form of investment is being utilized to pay
› Lease costs of the space
› Construction expenses
› Renovation of interior
› Licensing cost for city and state permit
Project Objective
The amount of money we required will be crucial for our business in terms of –
› Setting up of our business
› Operational expenses
› Equipment purchase
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6. 6
Company Profile
› Basic Overview
› Detailed Description about Company
› Partner’s History
02Table of
Content
7. Company Profile – Basic
Overview for Loan Proposal
7
Name – ABC
Address – Add Text Here
Seattle, Washington 98139
Phone – (206) 589 – 4875
Date Established – 11 February 2019
Form of Organization – Washington Corporation
Incorporated by Bob Weasley and Gilbert Nelson on February 2019
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8. › ABC is a Seattle-based corporation that provides services to customers in this sector (industry name).
› We have taken this ethos to heart, and it is the driving force behind our concept for this business
› The city is one of the top markets for restaurants in the country.
› In essence, Seattle is a trend-setter in the world.
› The primary focus of the business is service and delivery -- and the ability to keep fast moving items in stock
› The startup is currently in the buildout phase, with an anticipated opening date of eight months from now.
› We have secured a lease in a space in a neighborhood that has –
o steady foot traffic,
o popular with tourists and locals
o Region does not have any similar business already
› Our target audience are younger clientele
› The prices will be very competitive in order to attract customers
› We believe in living wages and benefits to employees.
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Company Profile – Detailed Description for Loan Proposal
8
9. Company Profile – Partner’s History for Loan Proposal
9
Investor
Profile
We together bring the front-of-house experience, handling the direct contact with
customers as well as managing the service staff.
One investor is a veteran in the consulting business in Seattle.
He aided some of the cities most popular and well-respected establishments.
He has won various industry awards.
His focus is on building a sustainable business.
There is another investor associated with the business, in addition to myself.
We complement each other and being in the same industry for so many years.
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11. Loan Request – Budget Allocation for Loan Proposal
11
We expect to launch the business in next eight months
The money we are requesting for the
Equipment
$35,000
Operational
Expenses $15,000
Infrastructure
$65,000
Human Capital
$35,000
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44%
23%
23%
10%
Allocation of Funds
Infrastructure
Equipment
Operational Expenses
Human Capital
Budget of
Startup
$300,000
Our
Investment
$150,000
Loan
Amount
$150,000
Purpose of Loan
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Loan Request – Repayment for
Loan Proposal
12
The monthly installments will be of $12,000 monthly
The revenues are estimated to be $225,000 in a month for 22 operational days per month
Staff costs - $25,000 per month
The loan amount we are seeking i.e. $150,000 is to be repaid over one year at a rate of
8% of interest
Operational costs - $75,000
We are left with sufficient amount od money to repay the loan
14. Product for Loan Proposal
14
Detailed description of the business as indicated by the Standard Industrial Classification
code which includes information regarding the principal products sold or services rendered
Significant changes in types of product or services
Developing a tentative five-year plan for the objectives and goals of the company including
expected revenues and earnings
Relative importance of each principal product or service to the volume of the business and
the profits
General development of the products and/or service
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15. Management for Loan Proposal
15
Detailed information on all officers, directors, owners, and key personnel
Information in context to age, health, business experience, business affiliations,
education and experience (in particular, that pertaining to the business), time to be
devoted to the business, and degree of ownership of the business
Any contract or proposed contract between the company and any member of
management and/or outside consultants
Mention the name(s) of your accountant and/or attorney.
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16. 16
Mention the total number
of employees as of the
date of the application, or
the expected employment
for the new venture
Detailed description
of the critical skills
required in the
business
Description about the
availability of these skills
within the present work
force or within the local
labor market
Description of labor
relations (including any
prior difficulties) and a
copy of any current
union contract
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Employee
for Loan Proposal
17. Provide the lender with detailed description of the real and physical property and equipment,
including age, condition, insurance coverage, and adaptability to the principal business
Copies of agreements in context to any issues on property or equipment owned, or lease or rental
agreements on non-owned property
Copies of any franchise agreement, distributorship, dealership, royalty contract, or similar contract
with other companies
Facilities for Loan Proposal
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18. Discussing the insights of the marketing survey and/or economic feasibility study of a scope in
context to the size of the company and the proposed investment
Description of the actual or proposed terms of payment by customers if other than cash,
including the method of financing utilized
The methods by which the products or services are provided to customers, including the
adequacy of physical distribution facilities (i.e., warehousing, delivery equipment, etc.)
A description of the techniques utilized to create the demand for the products or services
Any significant seasonal aspects pertaining to the marketing of the products or services
Describing the type, number, location and financial strength of customers and potential customers
TargetAudience
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Marketing and Distribution for Loan Proposal
18
20. Historical information of established companies like
› Balance sheets and Profit and loss statements for last three fiscal years
› Comparison with industry average
› Latest information regarding account receivable and accounts payable
Proforma Cash Flow Salaries
and Benefits
Capacity
of Business
Outstanding
Debt
Financial Information
for Loan Proposal
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22. References for Loan Proposal
22
Attach the list of references with proposal –
The references can be –
› One banking
› One business
› Three personal references for each member of management and each principal owner
List the company's key advisors –
› CPA
› Attorney
Credit report on principals and company
Elaborate about company's reputation with suppliers and customers in terms of –
› Company's reliability
› Credit-worthiness
› Fair business and practices
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23. # street number, city, state
Address
0123456789
Contact Number
emailaddress123@gmail.com
Email Address
23
Contact Us for Loan Proposal
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26. 26
About Us for Loan Proposal
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Preferred by Many
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Target Audience
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Value Clients
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27. Our Mission for Loan Proposal
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Mission
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Goal
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Vision
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28. 30 60 90 Days Plan for Loan Proposal
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DAYS
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30
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DAYS
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60
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DAYS
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90
29. Timeline for Loan Proposal
29
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2016
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2020
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2017
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2019
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2018
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30. Roadmap for Loan Proposal
30
01
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02
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03
04
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