How It Works


Step 1. Assessment Funding Form

The first step in our fast process is the Assessment Funding Form.

This form is your direct gateway to fast and flexible funding solutions for your business. 


Step 2. Initiate Your Application

Next step in the application process, simply fill out our easy 1-page fillable Working Capital Application. This form serves as the starting point for your journey towards securing financing for your business.

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Step 3. Prepare Your Application

Gather the necessary documents and information to create a comprehensive application package. For detailed instructions on each requirement, please refer to the checklist here.


By following this checklist, you can ensure that your application package is complete and well-prepared for submission. For a more in-depth guide on each item, click the link provided.

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Step 4. Project Feasibility Analysis

Assess the project's viability for obtaining funding to initiate, expand, or acquire a business at no cost.

Identify potential local, state, and federal programs suitable for financing, along with eligibility criteria.

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Step 5. Tailored Loan Application Preparation

Create customized loan applications designed to meet the specific requirements of selected programs, using client-provided data for a fee.

Assist clients in selecting their preferred lender and accompany them to meetings while addressing their queries.

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Step 6. Program Support and Q&A

Provide guidance and address queries posed by the chosen funding programs.

Offer assistance during interactions with lenders to ensure the loan application process proceeds smoothly.

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Failing to Prepare is Preparing to Fail

First things first: To INITIATE your application, it's as easy as filling out the form below.

Step #1: Please Fill out our pre-qualifier Funding Needs Assessment Form.
Step #2: Fill out our 1-page fillable Working Capital Application.
After completing the form, you will be sent a Mutual NDA and this checklist.
  • Visit and retrieve your FREE credit report. The COMPLETE report can span from 15 to 100 pages. Combine the entire report into one PDF document.
  • Present a copy of your SS4 (IRS form showcasing your Employer ID Number) for your business.
  • Furnish the six (6) most recent business bank statements (all pages – in pdf format.) Submit each month as an individual pdf attachment.
  • Submit the three most recent Business AND Personal Tax Returns.
  • Present a Year-to-date Profit & Loss Statement and Balance Sheet.
  • Complete the Business Debt Schedule.
  • Provide a copy of the owner’s driver’s license (front and back; a clear cell phone picture is acceptable.)
  • Include a copy of a voided check (or bank routing/account number information.) Following approval, the bank(s) will transfer your financing directly to this business bank account at closing. It is imperative that the account title matches your application. No exceptions.
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How Much Can YOUR BUSINESS Qualify For?