Step By Step

Step 1: Consultation with a funding advisor

The first step to funding is a full consultation with an expert funding advisor. During this call, we will want to hear your full story on your situation, your experiences with business funding, and your goals. We will map out your scenarios and provide the pros and cons of each route. During this call, we will go over some ballpark examples of funding terms. The goal of this is not to get you to apply, rather see if we are a good fit and make a decision from there. This is a great opportunity to learn a lot about us, and allow us to shed some light on what goes on in the business funding space.

Step 2: Gather required documents

Once the consultation is completed and everyone is on the same page, it will be time to complete the simple application via Docusign, and send over a few needed documents. This will consist of 3-6 months bank statements on all programs. Some products, such as a term loan, will require a most recent filed tax return, and current financials. These will be sent in a secure manner to your funding advisor, who will safeguard your personal information.

Step 3: Submit funding package

We now will work on your funding opportunity. At this point, you can kick back and let us handle the rest. It is important to stay on the same page as your funding advisor during this phase. We will be in contact with questions, concerns, and updates on progress. We advise during this period to visit our Business Funding Resource Center where you can get in depth knowledge on some common mistakes, ways to ensure things go smoothly, and some general knowledge on business funding. Some of this may be a bit eye opening!

Step 4: Go over approval options

The hard work is now completed! At this time, your funding advisor will go over the actual terms and full numbers with you. We will work directly with you to see what is comfortable. Unlike many companies that try and force you into a large amount, we will work to find what is comfortable for you and your cash flow. There is no “minimum funding” amount like many tend to say, we will figure out what works! If nothing works for you, that is quite alright too! We will advise you on steps you can take to improve your scenario for something else down the line. We can always shake hands and part ways! There is zero obligation to do anything, and we never charge a penny for the process. If terms are agreeable, your funding advisor will request closing items and provide instructions to finish the funding process

Step 5: Fund and Grow!

Funding deposits are completed via ACH or wire and seen the same or next day! Now you can go on to continue the pursuit of your dreams with the capital needed to help you get there. Your funding advisor will keep in contact with you, and is always a phone call or text away. We grow our company on relationships, and fully intend to be your go to source for anything related to funding. You will absolutely love having a trustworthy source and love even more being able to cut out all the other solicitations you may receive, we will grow right by your side!