Apply | Daniel Speiss Funding & Cash Flow Advisory

About your business

Legal business name * .Legal or DBA name on bank statements and tax filings.

Federal EIN * .Federal Employer Identification Number (EIN), if assigned. Leave blank if not yet issued.

Entity type * .How the business is organized for tax and legal purposes.

State of incorporation / formation * .Two-letter state where the business is incorporated or formed.

Business start date * .Date the business started operating under current structure (approximate is OK).

Monthly revenue (approx.) * .Approximate monthly sales—used for product fit, not a credit decision.

Time in business * .Time operating under current ownership—affects lender options.

Industry * .Sector or NAICS-style description helps match underwriting appetite.

Business physical address

Street location where the business operates or receives service. P.O. boxes are not accepted.

Street address

City

State

ZIP

Your contact information

Full name * .Primary applicant signing and receiving updates.

Email * .Used for application status and document requests.

Phone * .Optional mobile or office line for SMS/calls if you opt in on the last step.

State * .Two-letter state of operations or formation—lenders are often state-specific.

Ownership

Owner 1 full name * .Controlling or primary owner as lenders will verify.

Owner 1 ownership % * .Percent of equity; under 51% triggers co-owner questions.

Your ownership is below 51%. Would you like to add a second owner?

Owner 2 (optional)

Owner 2 full name * .Second owner when combined ownership must be explained to funders.

Owner 2 ownership % * .Should sum with owner 1 toward 100% where applicable.

Owner 2 Social Security Number (SSN) * .Required when owner 1 ownership is under 51%.

Owner 2 — home / mailing address

Street address

City

State

ZIP

Owner 1 — home / mailing address

Street address

Owner 1 Social Security Number (SSN) * .Required for underwriting.

City

State

ZIP

Current debt & use of funds

Current debt positions (add each lender) * .List each MCA, term loan, LOC, or lease so advisors see total payment stack.

Use of proceeds * .Select all that apply; funders use this for suitability and stacking rules.

Working Capital Equipment Purchase Inventory Expansion Debt Consolidation / Refinance Marketing / Advertising Payroll Other

Additional context

Primary goal * .Top priority for this capital request—may map to different products.

Amount needed * .Target funding size in bands—not an approval amount.

Interested in long-term advisory (ops + finance)? * .Optional ongoing CFO-style support separate from a single funding event.

Yes No

What's your #1 constraint right now? * .Biggest bottleneck today—helps prioritize strategy on follow-up calls.

Authorize & Sign

Upload documents (optional)

Bank statements, existing notes, tax returns, etc. Files are forwarded to our intake on submission.

Max size depends on Discord limits. If upload fails, submit without files and we’ll request docs by email.

I consent to be contacted by email and SMS regarding my application and capital options. * .Required. Allows email/SMS about this application and capital options; message/data rates may apply.

I understand my information will only be shared with funders after I approve each submission. * .Required. Confirms no blind shop of your file—each funder share needs your approval.

Electronic Signature (type your full name) * .Typed name has the same effect as a wet signature for this intake form; must match signer identity.

Draw Signature (optional) . Optional ink-style signature captured from the canvas; clears when you reset the canvas.

Section saved.

Full Application

About your business

Business physical address

Your contact information

Ownership

Owner 2 (optional)

Owner 2 — home / mailing address

Owner 1 — home / mailing address

Current debt & use of funds

Additional context

Authorize & Sign