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Submit a Project |
MetaFund regularly accepts project proposals through its website (by way of e-mail by using this link). However, before submitting your business plan and other required documents, please read the checklist below to ensure that you include everything necessary for MetaFund to perform proper due diligence in regards to your proposal. MetaFund will not review incomplete business plans. Project Proposal Instructions - Please Note the Following: 1) Read Confidentiality Agreement 2) Read Project Submission Instructions (below Confidentiality Agreement) METAFUND-APPLICANT CONFIDENTIALITY AGREEMENT (online version) Applicant is seeking debt and/or equity investors. MetaFund Corporation (“MetaFund”) is a certified community development financial institution funded by certain Oklahoma domiciled financial institutions and an agency of the State of Oklahoma. Additionally, MetaFund has a number of non-profit allies. Representatives of both its investors and allies serve on MetaFund’s board of directors and committees which review loan applications. Because of the collegial nature of MetaFund’s investment review process, all materials submitted by Applicant will be available to all members of MetaFund’s analysis and review committees. Understanding that information provided by applicants is confidential and frequently proprietary to the applicant, each investor and non-profit ally which will have access to Applicant’s materials has executed a Secured Access and Confidentiality Agreement. Based upon the agreements of its investors and non-profit allies, MetaFund agrees that the materials submitted to it by Applicant (other than that which is in the public domain or, if Applicant has a class of securities registered under the Securities Exchange Act of 1934, as amended, any reported or reportable data) shall remain confidential and that such will not be utilized by any reviewer or entity employing a reviewer for any purpose other than consideration of Applicant’s creditworthiness and investment potential either for MetaFund’s or its own account or in connection with examinations by authorities having visitorial power, counsel, and internal and external auditors. No other disclosure will be made without the express written consent of Applicant. Applicant may withdraw its application at any time. Upon withdrawal or denial of the application, all materials will be returned to Applicant and all copies, in whatever medium, will be destroyed or deleted except to the extent required to be kept under the Equal Credit Opportunity Act, as amended, or any other federal or state law, rule, or regulation. Project Submission Form Instructions When submitting a project to MetaFund for funding consideration please include the following information: Project /Applicant List the project name, and if applicable, the name of the sponsoring company or individual. Contact Information List the contact person's name, title, address, telephone number, fax number, e-mail address and website (if applicable). Amount Requested Identify the total dollar amount necessary to complete the project. Summary Include an overview/executive summary of the project Other The following should be included in the "other" category unless submitted separately. Business Plan - Include a detailed business plan in digital format (Microsoft Word preferred) or hard-copy format. Financial Statements - Include detailed project-related historical and projected balance sheets, income statements, and related supporting assumptions for the projections in digital format (Microsoft Excel preferred) or hard-copy format. Market Need - Explain the market need for the project. Management - Include relevant bios for the key management of the company. Business Strategy - Summarize the company's business strategy. Market Strategy - Summarize the company's market strategy. Financial Need - Explain the financial needs required to complete the project. First Round Request - Identify the minimum initial funding needed. Project Location - List the physical address or location description for the project. Product(s) - If applicable, name or describe the product(s) involved. Year Established - Identify the year the company was established. Stage of Development - Include relevant development information and indicate if the funding request is for startup or expansion. Intellectual Property Status - Discuss any patents, copyrights, trade names or trademarks granted or pending. County - Identify the county or counties where the project will be located. Census Tract(s) - List the census tract(s) where the project will be located. Current or Preferred Banking Relationship(s) - List the name(s) of the your current or preferred financial institution(s). Include any other information necessary for project funding consideration. *You can submit your business plan by e-mail or postal mail. All e-mailed proposals should include the digital attachments as described above. Please e-mail to: info@metafund.org. Attention: If submitting your business plan via regular mail, please make a copy of your proposal before mailing it to MetaFund. MetaFund is not able to pay postage to return every business plan we receive. We are not responsible for lost items. Projects may be submitted either by email or by mailing your proposal to Metafund at: 2225 N. May, Oklahoma City, OK 73107. Please be sure to at least include the business name, your name and contact info, the amount of funding requested and a brief description of the company. |