How It Works
Financing Shouldn't Be More Complicated Than the Business You're Building
A clear, organized process from first conversation to funding.
Step 1
Capital Assessment
Tell us about your business and what you're trying to accomplish.
Step 2
Financial Review
We review your objective, financial profile and potential financing structure.
Step 3
Financing Options
Qualified opportunities are presented to appropriate participating financing sources.
Step 4
Lender Underwriting & Closing
The selected lender completes underwriting, approval and closing.
What We Need Initially
- Business objective
- Revenue
- Time in business
- Requested amount
- Basic financial information
What May Be Needed Later
- Tax returns
- Financial statements
- Bank statements
- Owner information
- Debt schedule
- Acquisition documents
- Project information
