A Tailored Funding Experience Built for Your Business
From first conversation to funding and beyond, we guide you every step of the way—connecting you with the right lender, securing the best terms, and ensuring a seamless financing process.
Step-by-Step Process Overview
Introduction call
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Meet with our team to discuss your business, goals and funding needs
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We’ll explain our process and how we’ll work together to achieve your objectives
Document collection
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Collaborate to gather financial and business documents
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Our team conducts an initial review to assess feasibility and identify opportunities
Partner with the Right Team
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We match you with a lender aligned with your business model, goals, and key priorities
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Our approach is focused and deliberate — we do not shop your information
Introduction Call with Partner Team
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Ensure there’s a strong fit between you and the partner
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Both teams can ask questions and build a strong working relationship
Potential LOI (Letter of Intent)
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We’ll present the proposed terms and walk through the details together
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The lender’s team is available to address additional questions if needed
Sign & Return LOI
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We’ll guide you through, explaining, and finalizing the LOI
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Our teams work together to prepare for underwriting
Work Towards Funding
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We collaborate closely to navigate underwriting and due diligence
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Our shared goal: securing funding as efficiently as possible
Post-Funding Support
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Maintain regular communication to ensure everything continues to run smoothly.
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Act as a resource to help address any issues and align future needs, even as you work directly with the lender