Business planning and documentation process
The Process

Your Path to Funding

From application to funding in 8-12 weeks. A transparent, professional process designed for success.

Interactive Process Timeline

Each phase is designed to ensure thorough evaluation while maintaining efficiency

Day 1

Phase 1: Submit Application

Complete our comprehensive online application form

Days 2-5

Phase 2: Initial Review

48-hour preliminary assessment by our team

Weeks 2-6

Phase 3: Due Diligence

Thorough financial and technical review

Weeks 7-8

Phase 4: Investment Committee

Presentation to senior decision-makers

Weeks 9-10

Phase 5: Approval & Structuring

Customized financing agreement

Weeks 11-12

Phase 6: Fund Disbursement

Efficient capital deployment

Be Prepared

Required Documentation Checklist

Having these documents ready will expedite your application process

Company Information

  • Business registration documents
  • Articles of incorporation
  • Ownership structure chart
  • Board resolution authorizing financing

Financial Documents

  • 3 years of audited financial statements
  • Year-to-date financial statements
  • Detailed financial projections (3-5 years)
  • Cash flow forecasts
  • Tax returns (3 years)
  • Bank statements (12 months)

Project-Specific

  • Comprehensive business plan
  • Project feasibility study
  • Technical specifications
  • Market analysis and research
  • Competitive landscape assessment
  • Implementation timeline
  • Budget breakdown

Legal Documents

  • Contracts with key customers/suppliers
  • Intellectual property documentation
  • Licenses and permits
  • Insurance policies
  • Existing debt agreements
  • Shareholder agreements

Management

  • Management team resumes
  • Organizational chart
  • Advisory board information
  • Key employee contracts

Collateral (if applicable)

  • Property appraisals
  • Asset valuations
  • Title documents
  • Insurance coverage
Expert Advice

Application Tips for Success

Maximize your chances of approval with these proven strategies

Prepare Comprehensive Financials

Ensure accuracy and consistency. Use professional formatting. Include footnotes and assumptions. Have documents audited when possible.

Articulate Clear Use of Funds

Provide specific allocation breakdown. Show expected ROI for each category. Include timeline for fund deployment.

Demonstrate Market Opportunity

Present data-driven market analysis. Show realistic market share projections. Include customer validation evidence.

Highlight Competitive Advantages

Explain unique value propositions. Describe barriers to entry. Document intellectual property.

Show Strong Management

Highlight relevant industry experience. Reference previous successful ventures. Showcase advisory board strength.

Address Risks Proactively

Identify potential challenges. Present mitigation strategies. Show contingency planning.

Post-Approval

What Happens After Approval

Closing Timeline

  • Week 1-2:Legal documentation and structuring
  • Week 3:Compliance and verification
  • Week 4:Closing and initial disbursement

Ongoing Relationship

  • Quarterly reporting requirements
  • Annual reviews and site visits
  • Available for consultation and support
  • Dedicated relationship manager
Professional business success

Ready to Get Started?

Begin your application today and take the first step toward funding your project.