How it works
A clear process from application to funding. No hidden steps, no surprises.
The process
Apply
Complete the short application (goal, qualifiers, contact, advisory interest). Takes about 60 seconds.
Timeline: Same day
Match
I review your situation and curate options that fit. No mass submissions to dozens of lenders.
Timeline: 24–48 hours
Fund
Choose your option, complete docs, and get funded. Timeline depends on product (MCA 24–72 hrs, term loans longer).
Timeline: Varies by product
Docs checklist
Having these ready speeds things up:
- Bank statements (3–6 months)
- Profit & loss or tax returns (if applicable)
- Business registration / EIN
- ID (driver's license or passport)
Exact requirements depend on the product. I'll tell you what's needed before you submit.
Partner selection standards
I don’t work with lenders that don’t meet basic standards. Your capital partner is an extension of this advisory relationship, and their operations can affect your business after funding — not just the rate.
- • Professional, legitimate track record: Long-term reputation and clear business presence (not a “ghost” lender).
- • Transparent operations: Clear servicing practices, who you contact, and how issues are handled.
- • Security, compliance, and legal discipline: Sensible data handling and documented procedures (especially around contracts, remittance, collections, and filings).
What I won't do
- × Hidden costs: Fee is clear before submission. No bait-and-switch.
- × Spam submissions: I don't blast your application to 50 lenders. Fit-first, not volume.
- × Surprises: You'll know exactly what you're applying for before it goes anywhere.