Escrow Performance Capital

Setting Expectations (Please Read)

Thanks for your interest in our private funding transactions. Before moving forward, I want to outline roles and expectations clearly so the process stays efficient and aligned.

My role is strictly limited to capital introduction. I don’t lend, invest, guarantee funding, or control escrow. Investors I work with expect institutional documentation and clean separation of responsibilities.

Here’s how documents are handled on transactions like this:

1️⃣ Escrow Instructions are prepared by the escrow company, based on instructions provided by the Buyer/Borrower and their counsel. Reviewed by investor counsel.

2️⃣ Borrower–Investor agreements are created by the Borrower/Fund’s legal counsel and reviewed by investor counsel.

🚫 I do not draft or control deal documents, escrow, or investor agreements. My involvement is conditioned on escrow instructions that provide for release at closing and automatic return of funds if closing does not occur.

3️⃣ Funding Readiness Letter = Evidence that capital exists and is allocated.

Investors move faster when capital availability is confirmed in writing. Without it, they assume they are bridging uncertainty rather than supporting a ready transaction. Download a sample template here: Funding Readiness Letter.

4️⃣ Escrow Contact Authorization Letter = Permission to verify escrow facts.

It keeps brokers out of the middle and allows investors to complete diligence directly with escrow — faster and cleaner. Note: Only needed in the event the investor wants direct confirmation from escrow. Download a sample template here: Escrow Contact Authorization Letter.

Why Investors May Need Both 3️⃣ and 4️⃣

This deal has two separate risks:

⚠️ Does the equity fund actually have the money? → Funding Readiness Letter

⚠️ Can my escrowed funds be verified and returned automatically if needed? → Escrow Contact Authorization

Why We Request These Documents Up Front

They solve different investor fears. When capital is introduced for time-sensitive transactions, clarity matters more than speed. The documents we request are not unusual, not invasive, and not designed to slow your deal down. They exist to ensure:

✅ Clean roles

✅ Faster investor decisions

✅ Fewer misunderstandings

✅ A smoother closing process

Because we act solely as a capital introduction broker, we rely on objective, third-party verification rather than assumptions or informal confirmations.

Investor Compensation

This is how we compensate investors for tying up capital without touching escrow. It's standard and keeps the structure clean:

✅ In consideration for capital being made available, Borrower shall pay or set-aside an Investor standby fee of an agreed % amount, earned pro-rata during the escrow period, regardless of whether closing occurs.

✅ If the deal closes, Investors earn their full agreed return.

✅ If it doesn’t, any compensation comes from the separate borrower-paid standby fee — not the Investor principal.

Details to be clearly explained in the Borrower-Investor Agreement.

If this structure works for you, the next step is completing the borrower intake form and providing draft escrow instructions for review. Once the documentation framework is aligned, capital introductions can move quickly.

If this structure doesn’t fit your process, no problem at all — it just means I wouldn’t be the right broker for this transaction.

When you are ready to proceed please complete the borrower intake form and provide draft escrow instructions for review.