OPP-049DeclinedClosed
14 Ann St, Maroochydore
Clearview Ventures · Maroochydore, QLD
Amount
$15,000,000
Structure
Preferred Equity · Equity
Stage
01 Screening
Received
8 Mar 2024
Request details
- Sector
- Alternative
- Project type
- Land-Lease Community
- Business plan
- Secure via P&C & Sell
- Capital purpose
- Investment
- Investment
- Equity
- Facility type
- Preferred Equity
- Amount
- $15,000,000
- Refinance
- —
- Target close
- —
- Location
- Maroochydore, QLD
- Rating
- High
Notes & files
OD
Origination Desk8 Mar 2024
Declined at screening — Price Expectations. No further action.
Documents
UI previewInformation Memorandum.pdf4.2 MB
Financial model.xlsx1.1 MB
Heads of Terms.docx320 KB
Drag files here or browse
Document storage is mocked in this prototype
Pipeline workflow
Progress through the origination gates
Received
CompleteDate received: 8 Mar 2024Deal screening
DeclinedPrice ExpectationsIndicative terms
PendingTerm sheet
PendingDue diligence
PendingFinancial close
Pending
Activity timeline
Chronological status history
- Opportunity received8 Mar 2024
via Senior Lender
- Note added8 Mar 2024
Declined at screening — Price Expectations. No further action.
Follow-ups
Next actions on this file
No open follow-ups on this file.
Source & contacts
- Source
- Senior Lender
- Introducer
- Keystone Advisory
- Contact
- Jessica Moran
- Deal lead
- James Whitfield