How It Works
Our four-step funding process — apply, get matched with a capital partner, receive a term sheet, and close — typically takes 7–21 days from first call to funded, not the months traditional banks require.
Apply in Minutes
We hop on a call for a quick conversation to see whether your request fits the programs we place. No lengthy paperwork or weeks of back-and-forth — we respect your time and move quickly.
Get Matched with the Right Solution
Our team evaluates your needs and matches you with the optimal capital solution from our network of 96+ lending partners. Private credit, ESOP, real estate — we find the fit.
Receive a Term Sheet
Within days — not months — you'll receive competitive term sheets with transparent pricing. No hidden fees, no surprises. We walk you through every detail.
Get Funded
Once terms are agreed upon, we move to close quickly. Many deals fund within 2-6 weeks. Some programs can fund in as little as 48 hours.
Application Documentation Required
Our application process is thorough and straightforward, starting with an online application, followed by the submission of essential documents:
- Two Years Tax Return
- Two Years Profit and Loss Statements and Balance Sheet
- YTD P&L and Balance Sheet
- Six Months Bank Statements
- Current AR/PO's — if applicable
- Current Debt Schedule
- Schedule of Real Estate (Appraisals) — if applicable
- Equipment Invoice — required for equipment lending
In specific instances, tailored to your financial needs, we may request additional documentation to enhance our ability to identify and secure the most suitable financial solutions for your business.
Need rapid funding?
Should your needs require rapid funding solutions, we also offer an option that only requires an application and the last six months of bank statements.