What is included
- Funding need and options assessed
- Projected financials and cash flow forecasts
- Project reports and CMA data for bank loans
- Investor presentation financials
- Data room preparation
- Support through lender and investor queries
Who this is for
Businesses applying for term loans or working capital limits, and startups raising equity.
Documents we usually need
- Audited financials for recent years
- Current debt and bank details
- Business plan
- Details of the funding required
The exact list depends on your case. We send a checklist made for you before we start.
How it works
- Share your detailsTell us what you need on WhatsApp, email or the enquiry form.
- Get a clear planWe confirm the scope, the documents needed and the timeline.
- We prepare, you reviewDrafts and computations are shared with you before anything is filed.
- Filed and documentedYou receive acknowledgements and a note on what happens next.