Due Diligence Requirements

Once you apply for funding, CAM will conduct our due diligence to underwrite your transaction. Here’s what we typically require for our review process.

For Charter Schools

  • School Charter
  • Audited Financial Reports
  • Balance Sheet
  • Income Statements
  • Present Year Budget and Cash Flow Forecast by Month
  • Bank Statements
  • Enrollment Reports
  • Letter of Good Standing from Authorizer
  • Leases and Rental Agreements, if applicable
  • Evidence of Existing Liabilities, if applicable
  • Bond Agreements, if applicable

For CMO’s and Networks

  • Audited Financial Reports
  • Balance Sheet
  • Income Statements
  • Operating Agreements
  • Bank Statements
  • Leases and Rental Agreements, if applicable
  • Evidence of Existing Liabilities, if applicable
  • Bond Agreements, if applicable
  • CMO Agreements
  • Management Agreements

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