Funding Request


Funding Request for Business Loans, Venture Capital, Asset Based Loans, Commercial Finance, and other Business Funding .

When submitting a Funding Request for review, provide clear concise information in a one page Executive Summary along with a Current Balance Sheet. Present facts about the business and its current financial position allowing a funding request, business, loans, venture capital, to quickly determine whether or not the project is something that makes sound financial sense. Leave out the sales hype.

Note: If you fail to answer all of the questions below or provide a Balance Sheet don’t expect a response to your Funding Request. We are not trying to be rude, but when Clients don’t follow directions on step one then we don’t have any faith they will follow directions later on. In good times and bad, there is always a huge demand for businesses needing business loans, venture capital, asset based loans, etc., and there simply is not enough time to work on potential transactions when a Client doesn’t provide adequate information.

In a one page summary, provide clear and concise details. Complete sentences are not required, but verifiable facts are.

1. Business name and location.

2. What product, or service, is the business selling?

3. How much is the funding request?

4. What will the funds be used for?

5. What is the collateral?

6. How much cash does the company currently have available?

7. How much cash are the owners/stockholders investing compared to the total amount of cash needed for the project?

8. Provide names of all owners/stockholders who own 10% or more of the business. Show equity percent of each.

9. How much cash is currently invested in the project by each of the owners/stockholders?

10. How much additional cash will each owners/stockholders be investing in this business in the next 12 months?

11. How much un-paid time has each owner invested in the business?

12. Does the management team have a track record in the industry? What is it? What were their successes? What were their failures?

13. What is the current credit condition of the owners, and the business?

14. How much current debt does the company have and who are the creditors?

15. What do the company’s past financial statements indicate?

16. What do the comapny’s cash flow projections state, and what are these projections based on?

17. Are there any customer contracts? With whom? For how long? Percentage of sales volume?

18. If real estate is involved, is there a current 3rd party property appraisal?

19. Is there a current 3rd party business valuation?

20. Are there any legal judgments against the business or past taxes due?

21. What are your expectations of finance terms, or exit strategy?

22. How long has the deal been shopped around and to whom else?


Use our Contact Us form to send us your Funding Request. The form does not allow attachments, so you will need to copy and paste your info into the form.

Upon favorable review of the Executive Summary and Balance Sheet, we will request the complete funding package. Submitted business plans must be laser printed, tabbed, and bound. For the business plan – faxes, copies, and e-mails are not acceptable. The Business Plan must look professional and provide depth of detail.

Remember: daydreams, marketing hype, and blue sky, don’t get funded.

The Business Plan will need to provide data that can be compared to both industry standards and competition, along with being analyzed to the “nth degree.” Only when the funding package is complete and acceptable can it be moved to the next stage.

To move past the initial Funding Request review, the President/CEO of the company will need to sign a Non Circumvention Non Disclosure Agreement, along with an Engagement Letter stating Consultation Fees.

If you have questions, don’t hesitate to Contact Us.