Funder workspace Pinal Health Legacy FundSwitch to Sonoran Community FoundationSame deal and evidence, the other funder's policy.

Guided tour. This page is not a stop on the tour. Continue the tour: step 1 of 14, Start here: one funder's workspace

WorkspaceStepsPolicy›Evaluation›Evidence›Draft›Review›RecordMoreDeal Intake Notes Tour

View asDemo role switcher: changes the view, proves nothing about authorization.

Sponsor intake

Riverbend Housing Note: information requests

An information request is built from the fixed deal-facts checklist, never from a policy or an evaluation. The sponsor sees the questions only.

The sponsor answers by typing; documents are outside this demo. When answers come back, add them to the evidence record below: they become a new evidence version, labeled a sponsor statement, not verified, which you can then switch to on the Evidence page.

Send an information request

Choose the checklist questions to send. Every question is selected to start with.

Borrower identity and legal form. What is the borrower's legal form and tax status?Use of proceeds. What exactly will the proceeds fund?Instrument terms. What are the amount, rate, term, and repayment schedule?Security. What collateral or security supports the instrument?Repayment source. What cash flow repays the instrument, and what coverage is expected?Loss history and track record. What is the borrower's history with prior lenders?Covenants and reporting. What covenants and reporting obligations apply?Co-investors and their commitments. Is any co-investor commitment in writing? Provide the commitment letter or term sheet.Other lenders approached and outcomes. Has any lender declined this request? Provide the decline letter or the bank's written response.Project location. Where is the project located (state and county)?Financial statements. Are audited financial statements available, and what did the auditor conclude?

No information request has been sent for this deal from this workspace.

Next: open the evidence record →The documents the checks read, kept version by version.

Add a note

Saved with this page, the workspace, the tour step showing and the view role. No name is stored. Plain text, at most 2,000 characters.All notes

Catalyze provides diligence software and research prepared under each funder's own policy. Catalyze does not provide legal, tax, accounting, or investment advice, does not recommend or introduce investments, and does not determine whether an investment qualifies as a program-related investment. Funders make their own decisions and remain responsible for them.