Generate Your Real Estate Private Money Proposal with AI
Review the essential components of a professional funding request, then upload your deal details and company track record to generate a custom, review-ready proposal.
Custom RFP response sample
Executive Summary: Describe the property, the investment strategy, and the requested loan amount.
The subject property is a 12-unit multi-family complex in the downtown corridor. Our strategy involves a value-add renovation of the interior units and common areas to increase monthly rental income by 20%. We are seeking a first-lien position loan of $1.2M at a 75% LTV.
Exit Strategy: How will the private lender be repaid and within what timeframe?
The primary exit strategy is a refinance into a long-term commercial mortgage once the renovations are complete and occupancy reaches 90%. The secondary exit is the sale of the asset. Estimated repayment period is 18 months.
Experience and Track Record: Provide evidence of previous successful flips or rentals.
Our team has successfully completed 14 similar value-add projects in the tri-state area over the last 36 months, maintaining an average ROI of 15% for our private partners.
Is this the right tool for your funding request?
For Real Estate Investors
Best for experienced flippers or developers who have the deal data but need a structured, professional proposal to present to private lenders.
From Raw Data to Draft
Turn your property analysis, spreadsheets, and company bio into a cohesive, source-backed proposal instead of starting from a blank page.
Review-First Workflow
Generate a first draft with clear flags for missing deal info, ensuring you don't send a proposal to a lender with critical gaps.
Workflow
From Deal Analysis to Professional Proposal
Move from a raw property lead to a lender-ready document in three steps.
Step 1
Upload Deal Documents
Import your property analysis, market research, and company track record documents into the workbench.
Step 2
Generate Source-Backed Drafts
The AI maps your specific deal terms to a professional proposal structure, flagging any missing information required by lenders.
Step 3
Review and Export
Refine the language, verify the numbers, and export your final proposal to Word or PDF for submission.
Practical guide
Professionalizing Your Private Money Request
A successful real estate private money proposal must balance the opportunity's upside with a clear mitigation of risk. Lenders look for a comprehensive breakdown of the After Repair Value (ARV), a realistic timeline for renovations, and a proven track record from the borrower. When these elements are fragmented across different spreadsheets and emails, the proposal often lacks the cohesion needed to secure funding.
By using a structured proposal workbench, investors can ensure that every claim—from the projected rental yields to the contractor's experience—is backed by uploaded source documentation. This approach removes the guesswork from the drafting process and allows the investor to focus on the financial negotiation rather than the formatting of the document.
FAQ
Real Estate Private Money Proposal FAQ
What should be included in a private money proposal?
A strong proposal should include an executive summary, property details, a detailed budget, a clear exit strategy, and the borrower's experience/track record.
Can I use my own previous proposals as a reference?
Yes. You can upload previous successful proposals as company content so the AI can mirror your preferred tone and structure.
Does the software calculate the loan-to-value (LTV) or interest?
No. The tool is for drafting and structuring the proposal; you provide the calculated figures from your financial analysis.
In what format can I export my final proposal?
Once your draft is reviewed and approved, you can export the final response to Word or PDF for professional delivery.
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Create a custom sample response from your own RFP.
Upload the request, connect approved company content, and review the generated answers before export.