Initial Inquiry Form: 934 S. Flintridge Way Anaheim Hills California 92808 USA Office: (714) 439-9600 Email

934 S.
Flintridge way * Anaheim Hills * California 92808 USA* Office: (714) 439-9600
Email: [email protected] * www.cm-group.com * Skype: ray.shah2
Initial Inquiry Form
CMG works with CEO/Management of Businesses and facilitates definition of business model, improves the same, if necessary,
and then creates Investment Grade Business Plan and Presentation Package with a view to make the business lendable. The final
professionally prepared information package is then presented to a screened list of Banks/companies/institutions/Investors to
organize the necessary business loan/investment. It is important for you to fill out all the fields as accurately as possible to process
your loan/equity request. All the information with CMG will remain confidential and it will be utilized only to organize
investment and guarantees as per the written agreement to be signed with the client.
Please fill out & email to Capital Management Group Email: [email protected]
I. PROJECT SUMMARY TO BE COMPLETED BY BUSINESS CLIENT
Full Name:________________________________________________________________Title:_______________________________
Company Name:_______________________________________________________________________________________________
Complete Address: __________________________________________________________________________________________________
City:_______________________________________________ Zip Code:____________________________________________
State:______________________________________________ Country:_____________________________________________
Contact:____________________________________________ Tel #:________________________________________________
Title:______________________________________________ Fax #:________________________________________________
Cell Phone:_________________________________________ Email:________________________________________________
Education of the Principal:_____________________________ Website Address:_______________________________________
Credit history of principal:[ ] Excellent [ ] Good Credit history of Business: [ ] Excellent [ ] Good
[ ] Fair [ ] Poor [ ] Fair [ ] Poor
No. of years of experience in the industry:_________________

Past/Current Litigations?:_____________________________
If yes, give details:______________________________________________________________________________________________
______________________________________________________________________________________________________________
______________________________________________________________________________________________________________
______________________________________________________________________________________________________________
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934 S. Flintridge way * Anaheim Hills * California 92808 USA* Office: (714) 439-9600
II. A. Month and year Business license Any patent or technical tie-up?:_________________________
taken:_________________
No. of employees at present:____________________________
Funds Required for: [ ] Start-up Project
No. of employees in 12 months:__________________________
[ ] Existing Business [ ]Acquire Business Partnership
[ ] Independent Expansion/Project Diversification
B. TOTAL FUNDS Promoter's Equity from US Partner(if any organized at

Total Project Cost: US$__________________________________ present): US$_____________________
Balance Amount of Funds Needed: US$_____________________ Promoter's Equity from Local Partner(already organized or
as on today
(Total Project cost Less Promoter’s Equity Less Funds organized committed): US$___________________
as on today)
Long Term Loan Term: ____________________ years
What Cash Funds are available US$________________________
Short Term Loan Term: ____________________years/months
Cash amount invested in the project:_______________________
as on today
Normally 30% or more of the project cost as promoter’s equity is recommended. This can be relaxed for existing, profitable
businesses or if bank guarantee or other security/references acceptable to the lender are given. If you require CMG to organize
promoter’s equity, please state so below.
C. PRIMARY SECURITY OFFERED: _____________________________________________________________
ADDITIONAL COLLATERAL OFFERED: _________________________________________________________
Will you provide guarantee for repayment of loan?: Please specify _____________________________________________
HOW COMMITTED ARE YOU TO THIS PROJECT? What is the current status of your project?
How much time you have to organize these funds? :__________________________________________________________________
D. Please specify what you are trying to do:_______________________________________________________________
____________________________________________________________________________________________________
____________________________________________________________________________________________________
____________________________________________________________________________________________________
____________________________________________________________________________________________________
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934 S. Flintridge way * Anaheim Hills * California 92808 USA* Office: (714) 439-9600
III. No. of months to Revenue Generation: Already in revenue since________ OR will generate revenue in ________ months.
Customers & Product/Services that generate revenue:______________________________________________________________
Use of funds (Project Cost Break-up):
Land & Building____________________, Machinery & Equipment______________________,
Marketing__________________________ Working Capital________________________, Other______________________
AUTHORIZED SIGNATURE (S)
1.____________________________________________________ 2. _________________________________________________
Company Name:____________________________________________________________________ Date: _________________
Please complete and email the signed (pdf or Jpg) form to Capital Management Group
Email: [email protected]
Page 3 of 3

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934 S.

Initial Inquiry Form

I. PROJECT SUMMARY TO BE COMPLETED BY BUSINESS CLIENT

Complete Address: __________________________________________________________________________________________________

City:_______________________________________________ Zip Code:____________________________________________

Contact:____________________________________________ Tel #:________________________________________________

Title:______________________________________________ Fax #:________________________________________________

Cell Phone:_________________________________________ Email:________________________________________________

Education of the Principal:_____________________________ Website Address:_______________________________________

[ ] Fair [ ] Poor [ ] Fair [ ] Poor

No. of years of experience in the industry:_________________

If yes, give details:______________________________________________________________________________________________

[ ] Independent Expansion/Project Diversification

B. TOTAL FUNDS Promoter's Equity from US Partner(if any organized at

C. PRIMARY SECURITY OFFERED: _____________________________________________________________

ADDITIONAL COLLATERAL OFFERED: _________________________________________________________

How much time you have to organize these funds? :__________________________________________________________________

D. Please specify what you are trying to do:_______________________________________________________________

Customers & Product/Services that generate revenue:______________________________________________________________

Use of funds (Project Cost Break-up):

Land & Building____________________, Machinery & Equipment______________________,

Marketing__________________________ Working Capital________________________, Other______________________

AUTHORIZED SIGNATURE (S)

Company Name:____________________________________________________________________ Date: _________________

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City:___ Zip Code:

Contact: Tel #:____

Title: Fax #:__

Cell Phone:_ Email:________

Education of the Principal:_ Website Address:___________

Land & Building, Machinery & Equipment__,

Marketing____ Working Capital, Other

Company Name:____________________________________________________ Date: _