1. Welcome Call
You will meet your business advisor, who will be your main point of contact throughout all aspects of the process. They will guide you through the work to be done and will be available to answer any questions you have.
2. Funding request review
From the information gathered on the welcome call we will prepare a list of questions and a checklist of information required to begin drafting your Deal Package. Our goal is to help you break down the details for your funding request to make sure you understand what is required and the reasons for the information being requested.
3. Document and information collection
You will make arrangements to have information sent to our team so they can draft each section of your Deal Package. As documents and information is received, we will review it to make sure that it is consistent with the funding request you are making.
4. Drafting your Deal Package
Based on the documents and information provided, our team will draft each section of your Deal Package for you to approve. You will be given the opportunity to add comments, make suggestions and clarify any of the details.
5. Deal Package approval
After you have reviewed and approved each section of your Deal Package, you will lock it in place so it can be sent to banks, lenders and investors.
6. Select banks, lenders and investors
Using our unique algorithm, a listing of banks, lenders and investors that match the profile of your funding request will be generated for you to go through and make a selection of who you want your Deal Package to be sent to.
7. It’s off!
A unique identity is created for each banker, lender and investor that will be receiving your Deal Package so you can track and manage their responses. You will have access to their contact information including their phone number and email address.
8. Responses start coming in
Every banker, lender and investor you select will be sent your Deal Package until they have acknowledged receiving it. Once they have reviewed it, you can expect to receive an Interested, Maybe or Not Interested response. A response will also include comments and suggestions regarding your funding request that you will find helpful.
9. Connect with interested bankers, lenders and investors
The best way to ensure your success is to connect with the bankers, lenders and investors that have expressed an interest in your Deal Package. At this point you are now prepared to have a great conversation with a banker, lender or investor that is interested in providing funding for your business.
10. Access funding!
If all goes well, you will work directly with the banker, lender or investor you feel most confident can help your business access the funding it needs. From here you will be working directly with the team of people that are employed by the bank, lender or investor you have selected.