Business Plan & Capital Request Template (Excel)

The planning phase in real estate development is where the developer transitions from concept to execution, and the financial approval business plan becomes the key tool for advancing the project. 

The business plan is used to request funds, or draws, and provides a very professional and clean summary of the project and the reason for the need for capital. Internally, it streamlines approvals by providing leadership and investment committees with a clear summary of the scope, timeline, costs, and return metrics. Externally, it helps investors, lenders, and partners quickly understand the opportunity and structure, accelerating engagement and decision-making. 

Template includes:

• Entity Information

• Executive Team

• Approvals

• Development Summary

• Schedule Overview

• Building Metrics

• Project Description

• Project Cost & Request for Approval

• Supporting Documents (Appendix)