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Simple End-to-End Lending Platform Tailor-Made to
Help your Business Thrive

Our team delivers top-notch customer service, honesty and transparency while going through the financing process with you every step off the way.

BUSINESS PLANS

Comprehensive business plans are required by most conventional banks, commercial banks, online banks

and direct lenders from borrowers who are looking to secure an SBA, CRE or term loan. 

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We can custom create the following type business plans in order to meet your financing requirements: standard business plans, non-profit business plans, investor business plans, start-up business plans, mergers and acquisition business plans, franchise business plans, growth & expansion business plans.

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BUSINESS DOCUMENTS

Our specialists can revise, update or custom create management bio’s and resumes, feasibility studies, pitch decks, executive summaries, finance reports,

projections & assumptions, marketing plans, market research reports, competitive marketplace overviews and SWOT analysis reviews.  

FINANCIAL DOCUMENTS

Our capital advisors will provide you with simple to use financial templates including P&L statements, business debt schedules, balance sheets, SREO's, account payable aging reports, account receivable aging reports, Use of Proceeds grids, FYE reports, financial projections and assumptions, personal history statements and personal financial statements. 

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