CO-GP Application & Questionnaire

1.1 Legal Name of Firm:

1.2 Primary Contact Name & Title:

1.3 Email & Phone Number:

1.4 Firm Website (if applicable):

1.5 Year Founded:

1.6 Headquarters Location:

1.7 Primary Markets of Focus:

1.8 Core Strategy (check all that apply):

• ☐ Multifamily 
• ☐ Industrial 
• ☐ Office 
• ☐ Retail 
• ☐ Hospitality 
• ☐ Mixed-Use 
• ☐ Development 
• ☐ Value-Add 
• ☐ Opportunistic 
• ☐ Other: ___________ 

2.1 Total Number of Real Estate Transactions Completed:

2.2 Total Capital Raised to Date (approximate):

2.3 Average Deal Size:

2.4 Largest Transaction Executed:

2.5 Provide a brief summary of your track record (3–5 sentences):

2.6 Have you ever acted as a GP or co-GP before?

• ☐ Yes 
• ☐ No 

If yes, please describe structure and partners involved:

3.1 Number of Active Deals in Pipeline:

3.2 Estimated Total Capital Required for Current Pipeline:

3.3 Average Equity Requirement Per Deal:

3.4 Stage of Pipeline (estimate distribution):

• Under LOI: ____% 
• Under Contract: ____% 
• In Due Diligence: ____% 
• Closing Preparation: ____% 

3.5 Provide brief descriptions of top 3 active deals:
(Include location, asset type, equity required, status)

• Deal 1: ____________________________________ 
• Deal 2: ____________________________________ 
• Deal 3: ____________________________________

4.1 Primary Sources of Capital to Date:

• ☐ High Net Worth Individuals 
• ☐ Family Offices 
• ☐ Friends & Family 
• ☐ Institutional Investors 
• ☐ Fund Structure 
• ☐ Other: ___________ 

4.2 Do you currently have repeat investors?

• ☐ Yes 
• ☐ No 

If yes, approximate percentage of repeat capital:

4.3 Typical time to fully raise equity for a deal:

4.4 Largest capital raise completed to date:

4.5 What are your current capital raising challenges?

5.1 Current Team Size:

5.2 Key Roles (check all that apply):

• ☐ Acquisitions 
• ☐ Asset Management 
• ☐ Capital Raising 
• ☐ Investor Relations 
• ☐ Development/Construction Oversight 
• ☐ Finance/Underwriting 

5.3 Do you have dedicated investor relations staff?

• ☐ Yes 
• ☐ No 

5.4 Describe your internal decision-making structure:

6.1 What type of support are you seeking?

• ☐ Capital sourcing only 
• ☐ Capital + advisory + structuring 
• ☐ Full Co-GP strategic partnership 
• ☐ Fund formation support 
• ☐ Investor relations infrastructure 

6.2 Estimated annual capital raise requirement:

6.3 Are you open to Co-GP economic participation with aligned carry?

• ☐ Yes 
• ☐ No 
• ☐ Open to discussion 

6.4 What is most important to you in a capital partner?

7.1 Have you previously raised capital under Reg D offerings?

• ☐ Yes 
• ☐ No 

7.2 Are you currently working with a broker-dealer or placement agent?

• ☐ Yes 
• ☐ No 

7.3 Do you have legal counsel experienced in securities offerings?

• ☐ Yes 
• ☐ No

8.1 Why are you seeking a Co-GP partnership at this stage of your growth?

8.2 What differentiates your platform from other sponsors?

8.3 What are your top 1–3 goals over the next 12–24 months?

Please upload or provide (if available):

• Investor deck 
• Sample deal summary 
• Track record summary 
• Offering memorandum (if applicable)

  By submitting this application, you confirm that all information provided is accurate to the best of your knowledge and understand that CM Capital Partners will evaluate submissions based on strategic alignment, capital requirements, execution capability, and partnership fit. 

____________________________                      _____________________

Name:                                                                                        Date: