Intake

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1 Business info
2 Financing request
3 Documents
4 Confirm & pay
1

Business info

2

Financing request

3

Documents

Business tax returns Required
Financial statements (P&L + balance sheet) Required
Personal tax returns (all guarantors) Required
Personal financial statement Required
A/R aging report If applicable
Debt schedule If applicable
Purchase agreement If applicable

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PDF, XLSX, or images · Encrypted in transit and at rest
4

Confirm & pay

Underwriter Review $995
  • Financial statement review
  • DSCR & global cash flow analysis
  • Liquidity & working capital review
  • Guarantor support analysis
  • Likely lender concerns
  • Borrowing capacity estimate
Delivered within 3–5 business days