For businesses with $1M–$25M in revenue seeking bank financing. Both products require financial documents.
Independent lender-style review of your financials and borrowing capacity before approaching a bank.
A comprehensive lender-ready package designed to present your financing request professionally and efficiently.
| Feature | Underwriter review$995 | Capital readinessFrom $2,500 |
|---|---|---|
| Financial statement review | × | × |
| DSCR & cash flow analysis | × | × |
| Liquidity & working capital review | × | × |
| Guarantor support analysis | × | × |
| Borrowing capacity estimate | × | × |
| Executive summary | — | × |
| Sources & uses | — | × |
| Projection review | — | × |
| Lender-ready credit memo (.docx) | — | × |
| Excel workbook with supporting analysis | — | × |
| Turnaround | 1–3 business days | 5–7 business days |
Not sure which is right for you?
Schedule a free 15-minute consultation before you submit — no obligation.
All reviews conducted by a former commercial bank underwriter. Covers lines of credit, CRE, ABL, and SBA loans.
Both products require financial documents. Turnaround times begin upon receipt of a completed document package.
Scope and pricing for the Capital Readiness Package confirmed via a brief call before work begins.
Each review includes a written deliverable. Select a sample to see the format and depth of analysis.