Skip to content
Search for:
Home
SMB/Startup
Entrepreneurial Journey
Business News
Case Studies
Books
Videos
Services
Business Funding Intake Form
Business Funding Intake Form
Business Funding Intake Form
Demond Raybon
2022-04-20T14:28:22+00:00
Step
1
of
4
25%
Date
MM slash DD slash YYYY
Name
First
Last
Mobile Phone
*
Email
Funding Options
*
Business Term Loan
Business Express Loan
Unsecured Finance
Retirement Finance
Revenue Advance
Equipment Finance
Intended Use of Funds:
*
Funding Requested:
Business Contact Information
Legal Business Name:
*
State of Incorporation:
*
Tax ID:
*
Doing Business As (DBA):
Business Profile
1. What kind of business do you operate?
*
2. What industry does your company participate in?
*
3. Month and year business was started?
MM slash DD slash YYYY
4. Is your business home-based?
Yes
No
5. How is your business classified?
*
Sole Proprietor
Limited Liability Company (LLC)
S-Corporation (Small Business Corporation)
C-Corporation (Corporate Business)
Business Not Formed Yet
Business Financial Profile
8. Is there a bank account in the business name?
*
Yes
No
10. What are the gross sales of the business Per Month?
11. Can you show 2 years of financial's for your business with good profits?
Yes
No
12. Do you know your personal credit scores?
Yes
No
What is your Equifax score?
What is your Experian score?
What is your Trans Union score?
13. Do you presently own real estate?
Yes
No
If so, what is the current market value of the property(ies)?
14. What is currently owed against the property(ies)?
15. Do you accept credit cards?
Yes
No
If yes, how much do you process each month in credit cards in USD?
16. Do you have any business assets such as:
Equipment
Inventory
Purchase Orders
Account Receivables
No
Business Funding Eval
17. Amount of outstanding invoices with customers in USD:
18. Current amount of existing purchase orders in USD:
19. Total value of equipment owned outright in USD:
20. Do you have a breakdown for usage of funds?
Yes
No
List Usage and Amount:
21. Do you have a retirement/401k plan?
Yes
No
22. Total value of IRA & 401K investments in USD:
23. How quickly do you need funding?
*
Attachments
Drop files here or
Select files
Accepted file types: pdf, docx, doc, xlsx, xls, Max. file size: 30 MB.
Δ
Page load link
Go to Top