New investors
The New Investor Program
Many investors who come to us need structural work before financing is even possible. If you're just starting, we'd rather you get it right the first time.
The problem
Most new investors don't fail on the deal. They fail on the setup.
Many form an LLC online, check the box, and move on — properties are never transferred into it, no operating agreement is ever put in place, and the EIN documentation a lender will ask for is never obtained.
Then a real opportunity appears, the clock starts, and the file falls apart at day nine because the entity was never real. We've seen it enough times to build a program around preventing it.
What we do
What the program covers
We review lender-readiness, entity documentation, property ownership information, business banking preparation, credit positioning, and deal structure. When specialized professional services are required, we help borrowers understand what documentation a lender may request and coordinate with the appropriate qualified professionals.
- Lender-readiness review of your entity structure for your strategy
- Review of operating agreement and entity documentation a lender may request
- Property ownership and titling review, coordinated with qualified professionals
- Guidance on EIN and IRS documentation lenders commonly request
- Business banking and bookkeeping preparation guidance
- Credit positioning and lender-readiness review
- Honest assessment of whether your deal actually works
Initial consultation and general financing guidance are provided at no cost. Some recommendations may require services from independent professionals or government filings, including entity formation, legal documents, accounting, title services, licenses, or filing fees. You will be informed of potential costs before choosing whether to proceed.
Zion Noah Capital coordinates with independent professionals when specialized work is needed and does not provide legal, tax, accounting or title advice.
Zion Noah Capital is not a law firm, accounting firm, tax advisor, or title company. Information provided is for general educational and financing-preparation purposes and is not legal, tax, accounting, or investment advice. Borrowers should consult appropriately qualified professionals concerning their individual circumstances.
How it works
Four steps to funding-ready
01
Tell us where you are
Your goals, your entity (or lack of one), and any deal you're looking at.
02
We review the foundation
Entity, titling, documentation, credit position, and deal math.
03
We close the gaps
Formation, operating agreement, titling, EIN — we coordinate the qualified professionals who handle each item.
04
We take you to lenders
We present your prepared file to lending partners whose current programs may fit.
Get started
Tell us where you are. We'll tell you what's missing.
No obligation and no hard credit pull. We'll come back with a straight answer within one business day.
FAQs
New investor questions
Ready to build on solid ground?
Submit your deal — or just your situation — and we'll show you exactly what needs to happen before a lender says yes.