Sample Deal Summary (Redacted)
A redacted deal summary showing the format, fields, and level of detail provided to investors before funding.
Download PDF PDF in preparation
Deal Documents
Sample documents for investor review.
Before you fund a deal, you deserve to know what you're signing. These sample documents show the structure and language used in EXL Capital Group investment agreements. All actual agreements are prepared with legal counsel and customized to the specific deal.
These are sample and redacted documents for educational review. Actual investment agreements are provided only after pre-qualification and may be gated with identity verification. Consider providing your name and email to receive access — this also adds you to the investor list.
Sample Term Sheet (New Construction)
A sample term sheet outlining capital amount, return rate, profit-share structure, timeline, and exit terms for a new construction equity deal.
Download PDF PDF in preparationSample Promissory Note Structure (Rental Lending)
An outline of the key provisions in a promissory note for a rental portfolio lending deal — not a legal document, but an explanation of what each section means.
Download PDF PDF in preparationInvestor Intake Checklist
What to prepare before your investor call — capital documentation, account information, accreditation status, and questions to bring.
Download PDF PDF in preparationStill have questions?
The fastest way to get answers is a direct conversation. Schedule a 30-minute investor call and ask anything.