Aerial of a wooded parcel and community road

Client intake

Deal Intake Questionnaire

The more complete your answers, the sharper the recommendation. The clock on delivery starts once this form and your files are received along with payment. If something is unknown, say “unknown” — that is useful information too.

Before you start

This form collects your contact details and information about the deal — address, price, LOI status, budget, and capital position. We use it only to scope and perform your engagement. Everything you submit is confidential under Service Terms §6, is not shared with third parties, and never appears in a published deal review. Data handling follows the Chestnut Bridge Partners Privacy Policy.

A · Contact & deal basics

Your name / entity Best contact (email/phone) Property address / deal name Your role Decision you need to make Hard deadline (if any)

B · The property

Approx. land area / building size Current use Zoning designation (if known) Utilities available Known site constraints Proposed use or vision

C · The numbers

Asking price / your target price Under contract / LOI? Estimated construction budget (if any) Expected income / rents (if any) Capital available / needed Financing status

D · What you want from this engagement

Check what matters most (select all that apply):

Is the price reasonable / what should I offer? What is the realistic highest and best use / density? Are the construction assumptions and budget credible? What LOI or deal terms should I protect? Is the capital plan realistic? A clear pursue / renegotiate / pause / kill recommendation.

E · Files you can provide

List what is available. The more you share, the deeper the analysis.

Offering memo / listing / PSA / LOI Survey / site plan / drawings Zoning or entitlement documents Construction budget or bids Rent roll / income statement Title report / environmental reports

Anything else we should know

F · Engagement acknowledgment

I have read the Service Terms and understand that the fee is due per the terms confirmed for my engagement, that it is non-refundable once work has started, and that the delivery clock starts only when payment and a complete file are both received.

Submitting sends your answers directly to the desk. Deal files can follow by email to info@developerdealdesk.com.

Not sure the Deal Verdict fits your deal?

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Aerial view of a residential development site

The clock starts when both are in.

Payment and a complete file. Never earlier. We identify anything missing promptly, and delays from incomplete files extend the clock day for day.