Presenting a Deal to a Private Lender

[Michael Dallas]

Hey BP! I am currently under contract with a 9-unit multifamily. I have already talked to a private lender of mine that tentatively agreed to lend on the deal. I just gave him some easy round numbers on the deal, and he said it looks great. But before we go through to put together something more specific on the property so he can see all the numbers. What is the best way to present him with these numbers/data? And what all should I prepare and talk about? 

I was thinking along the lines of just a few slides of a slide deck showing the property and the potential. Is there anything I need to make sure I add? Or anything I should stay away from talking about? 

Thank you so much to everyone that helps out!