Contact Capital Management Advisory

Contact Capital Management Advisory LLC

Connect with Our Advisory & Deal Desks

Whether you are submitting a loan package for underwriting, inquiring about accredited investor partner allocations, or seeking corporate advisory services, our specialists are ready to respond.

Send an Advisory Inquiry

Please complete the form below. A team representative will review your submission and reach out within 1 business day.

Direct Department Directory

Route your documentation directly to the specialized desk for faster processing:

Underwriting & Credit Desk

For term sheet requests, property appraisals, and underwriting reviews[cite: 2].

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Document Intake Desk

For submitting complete loan packages (90-day PFS, Tax Returns, Rent Rolls)[cite: 2].

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Accredited Investor Relations

For SEC Reg D investor suitability forms and subscription documents[cite: 1].

[cite: 1]

General Executive Office

For general advisory, partnership proposals, and corporate governance.

Document Submission Standards

To expedite processing times and secure commitment letters within 3–5 business days, ensure your submission package meets our initial intake criteria[cite: 2].

Loan & Bridge Package Intake Checklist

  • Personal Financial Statement (PFS): Verified personal balance sheet dated within the last 90 days[cite: 2].
  • Tax Documentation: Last 3 consecutive years of signed personal and corporate tax returns[cite: 2].
  • Property Performance: Trailing 12-Month (T12) Profit & Loss statement and current certified Rent Roll[cite: 2].
  • Third-Party Reports: Most recent property Appraisal, Environmental Phase I ESA, or Property Condition Assessment (PCA) if available[cite: 2].