Our Process

Contact Us.

Contact a Kapstone Capital representative by phone or by filling out the application

Set up a meeting.

Set up a personal or phone meeting to discuss your financing needs and request

We will review your business plan.

Kapstone Capital will review your business plan to determine the project’s feasibility

agreement.

If all are in agreement Kapstone will present an Engagement agreement to be signed that will
outline Kapstone’s services and fees.

provide a full underwrite of your project.

After reviewing your plan, Kapstone will provide a full underwrite of your project to include
enhanced financial proformas, market research and local demographic data to strengthen the loan and investor presentation that will be submitted to prospected funders

Assist in reviewing term sheets.

Assist in reviewing term sheets and other required documentation to ensure a smooth and efficient closing.

Get in touch

Reach out to our expert advisors for tailored financing solutions. Whether you’re planning a new development or seeking refinancing options, Kapstone Capital is here to help every step of the way.