Business Funding

Borrower

Borrowing entity *

Contact name *

Email *

Phone

Request

Loan product

Amount requested ($)

Anything else we should know

Detailed figures and documents are collected securely in your borrower portal after you submit.

Documents we will request

• Funding Request / Use of Funds • Last 2 Years Business Tax Returns • Last 2 Years Personal Tax Returns (each 20%+ owner) • Trailing 3-6 Months Business Bank Statements • Year-to-Date P&L and Balance Sheet • Business Debt Schedule • Accounts Receivable / Payable Aging • Business Plan / Projections (startups) • Ownership / Cap Table + PFS (each 20%+ owner) • Entity Docs (Articles, EIN, Operating Agreement) • Voided Check / Banking Info • SBA Forms 1919 / 413 (SBA programs)

After you submit, you will continue in your secure borrower portal to review disclosures, e-sign, and upload documents.