Submission Forms

To begin underwriting and packaging, Alliance Business Capital requires all borrowers to complete the forms below in full and submit them along with the available supporting documents. This ensures we have the complete financial, ownership, and project information needed to evaluate your request and prepare a lender‑ready file.

All completed forms and documents must be emailed to:

bob@alliancebc.co

Submission Forms – Required Forms

Alliance Business Capital requires specific forms to be completed in full to begin underwriting and packaging for any financing request. These forms provide essential information about the borrowing entity, ownership structure, and project details, ensuring our team can evaluate your request efficiently and prepare a lender‑ready submission. Please complete all applicable forms before providing supporting documentation.

Deal Intake Form

Deal Intake Form

Captures core deal information including entity details, subject property information, loan request terms, and project specifics.

Download Form

Ownership Form

Ownership Form

Provides a full breakdown of ownership, roles, contact information, and required entity documentation.

Download Form

Development Form

Development Form

Includes project overview, developer information, property details, permits, site work, capital structure, and timeline.

Download Form

Supporting Documents

To better assist you and ensure your financing request moves forward without delays, please submit any available supporting documents along with your completed forms. The more information we have upfront, the more efficiently we can evaluate your request, identify the best financing options, and prepare a lender‑ready package. Providing clear and complete documentation at the start helps streamline underwriting and reduces the need for follow‑up requests.

  • Financial Statements — Current balance sheet, profit and loss, and cash‑flow summary

  • Entity Documents — Articles, operating agreement/bylaws, EIN confirmation

  • Sources & Uses — Detailed breakdown of project or transaction funding

  • Project Materials — Plans, permits, budgets, timelines (if applicable)

  • Property Documents — Rent roll, trailing 12, purchase contract, payoff statements (if applicable)

  • Third Party Reports – Copies of any third-party reports (appraisal, environmental reports, feasibility study etc)