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Funding Facilitator Services

Funding Facilitator Services

Need money to grow your business?

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk!  Therefore, it pays to be prepared and organized in your approach for financing.

Put your best foot forward by allowing us to prepare a winning loan proposal for you.  Our proposals have a high likelihood of success because they're created from the lender's perspective.

Our winning loan proposals come complete with...

  • Executive Summary: Where we concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it's needed.

  • Pro-forma Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.

  • Collateral: We identify and substantiate the collateral being pledged as security for the loan.
 
After the loan has been approved we will also support you in the loan closing process, obtaining the funds and providing the lender with the proper monthly/quarterly/yearly reporting.