How It Works
One process, from first conversation to financing decision.
Every business is different. The steps below outline what to expect. Timing varies by program and by the funding source reviewing your request.
- 01
Tell Us About Your Business
Share the basics: what your business does, how long you have been operating, and the capital you are exploring.
- 02
Complete Your Funding Assessment
A short online assessment helps us understand your business profile, timing, and intended use of funds.
- 03
Review Potential Financing Options
We review your profile and discuss potential financing options that may fit, based on business qualifications.
- 04
Complete Required Documentation
If you choose to move forward, you complete enrollment and provide the documentation requested by the applicable funding source.
- 05
Financing Decision & Funding
The funding source issues a decision. Approved amounts, terms, and timing are determined solely by that funding source and are subject to approval.
Commonly requested documentation
- Business formation details and ownership information
- Recent business bank statements
- Business tax returns or financial statements, where requested
- Program-specific items (invoices, equipment quotes, purchase agreements, project budgets)
Required documentation is determined by the applicable funding source and varies by program. Submitting documentation does not create an obligation to fund and does not guarantee approval.
Start with a short assessment.
Tell us about your business and explore potential financing options.
Submitting an assessment does not guarantee funding. All options are subject to approval.