Process
How it works
Four steps from application to a financing decision you actually understand.
Apply
Complete a short business financing application and provide basic information about your company.
Review
A financing specialist reviews your business profile, financing needs, and available documentation.
Compare Options
If eligible, review financing structures available based on your business profile and objectives.
Choose Your Financing
Select the option that makes the most sense for your business and complete the required closing process.
[COMPLIANCE PLACEHOLDER] Applying does not obligate you to accept an offer — display only if consistent with company policy.
Documentation
What you may be asked for
Requirements vary by program. Shorter-term working capital products typically require less documentation than larger term facilities.
- Business bank statements
- Completed business financing application
- Driver's license or other identification
- Voided business check
- Financial statements
- Business tax returns
- Current financing balances and payment schedules
- Additional underwriting documents depending on program
Underwriting
What do we look at?
Qualification varies by financing product. A merchant cash advance and a bank-style term loan are reviewed against different standards, so a business that fits one may not fit another.
- Time in business
- Monthly business revenue
- Average bank balances
- Cash flow
- Industry
- Business credit
- Personal credit where applicable
- Existing financing obligations
- Requested financing amount
Program Requirements
- Minimum Monthly Revenue
- [REQUIREMENT]
- Minimum Time in Business
- [REQUIREMENT]
- Minimum Credit Profile
- [REQUIREMENT / VARIES BY PROGRAM]
Requirements are editable placeholders and vary by program. Do not publish minimums until confirmed by the funding partner.
Why Work With Us
A financing team, not a single product
We work as an advisor between your business and the financing market, then stay involved after closing.
Multiple Financing Options
Access different financing structures through a single financing team and one application.
Dedicated Financing Specialist
Work directly with someone who understands your business and financing objectives.
Fast, Straightforward Process
A streamlined application process designed for business owners who do not have time to shop dozens of lenders.
Solutions Across Credit Profiles
Different financing products carry different qualification standards, so more than one path may be available.
Structured Around Cash Flow
We consider your company's operating profile when evaluating which structures may fit.
Relationship Focused
We aim to become a long-term financing resource as your business grows.
Find out what financing options are available to your business
Tell us a little about your business and financing goals. Our team can review your information and discuss available options.
[COMPLIANCE PLACEHOLDER] No obligation to accept financing.