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3 step business financing
STEP 1: BUSINESS FUNDING ASSESSMENT
Goal: Determine your eligibility and funding needs.
Includes:
- Business financing checklist
- Quick pre-qualification questionnaire (time in business, revenue, credit score)
- Funding options overview (loans, lines of credit, grants, etc.)
- 1-on-1 consultation (optional)
📋 We assess your business profile and match you with the best financing options—before you apply.
STEP 2: APPLICATION PREPARATION
Goal: Get your documents and application ready for submission.
Includes:
- Document checklist:
- Recent bank statements
- Tax returns
- Business license
- Financial statements or profit & loss
- Help with writing or improving:
- Business plan
- Executive summary
- Tips to improve approval chances (credit clean-up, debt management)
🧾 We help you gather and prepare the documents lenders care about most.
STEP 3: SUBMIT & SECURE FINANCING
Goal: Apply for funding and get matched with lenders.
Includes:
- Submission to vetted lenders or financing platforms
- Side-by-side comparison of offers (rates, terms, fees)
- Application tracking and updates
- Support negotiating terms if needed
💰 We connect you with the right lender, guide you through the process, and help you get funded—fast.