Our #1 Priority is Financial Succession

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An Approach that Comes with Integrity

Consulting Services for Every Need

We offer consulting services that will help you figure out what's best for your business and connect with you to find the right program. Even if it is outside of our wheelhouse, chances are we know the experts to connect you with.

Custom-tailored Business Plan 

A good business plan helps you stay focused on the big picture. It gives you a framework for evaluating opportunities, making decisions, and solving problems. We'll review your objectives and make sure we understand your needs. We'll help you start to think about who your target demographic is, what your competitive advantages are, and how you plan to grow in the future.

The Best Loan Programs

We specialize in finding the best loan program for you and your business. Whether it's an SBA Loan Program or something else, we'll find the right fit.

Expanded Lending Network

With an intensive lender matchmaking process, we can help deliver your funding package to our connected network of over 1000 + lending sources

Sensible Solutions We Provide

SBA Loan Programs

Venture Capital

Private & Creative Loans

Business Lines of Credit

Equipment Financing

Commercial Loans

401k & Retirement Rollovers

Bridge & Construction Loans

Business Plan Development

Get Pre-Qualification within 24 - 48 Hours!

Steps to Funding

1

Pre-Qualification

We want to save time and money. Here we gather required basic financial information in order to build out the composition. This is essential for aligning with the right bank and to figure out how much we can pre-qualify you for. 

2

Discovery

We understand you have a wonderful opportunity, and we want to make sure you're story is heard. Gathering enough background on the situation at hand is just as important as the money in the bank. Here is our opportunity to bring forth your strengths.. 

3

Lender Matchmaking

Here we will begin to develop your comprehensive business plan that is required by the SBA. We will also narrow down our preferred lenders that align with the project based on preferences different lenders have for your project. 

4

Submission

We will help gather and help prepare requests from the lender, and oversee the process so you know what is happening every step of the way. 

5

Closing

Once approved, the lender will then finalize and disburse the funds. Typically this takes 1 - 4 weeks.

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Business financing. Made just for you.

Fundingsense is a marketplace for small businesses to find funding. Our team has been in the finance industry for over a decade, and we know how to get you the right kind of financing.

━ Our Mission

The goal is to leverage the best funding solution for each candidate. In addition, we look for options that require the least cash injection, with the best payback options for the present and future.

━ Our Role

Our role is to assist borrowers in finding suitable funding based upon their unique financial composition. We provide comprehensive expectations that are based on an assessment of the borrowers and the project. Our ultimate goal is in achieving the issuance of the lender’s Letter of Intent.

“The price of success is hard work, dedication to the job at hand, and the determination that whether we win or lose, we have applied the best of ourselves to the task at hand.”

- Vince Lombardi

Message from our Founders

I’d like to get to the bottom line, right here at the top! Funding Sense is the common sense practice for those seeking financing for business start ups. Helping you discover the options available to you within your financial composition. It all begins with your dream – So Understanding your goals are key. After our initial discussion, we will review your financials... Keeping you financially safe is first on our list and a constant consideration in all our processes. We will be considering all options. And it may be that there is a single solution. Or, it may take more than one resource. We’ll find the right formula .... And it will make complete FUNDING SENSE! Everyone's financial composition is different and we never turn down an opportunity to help someone who is motivated to finance the American Dream. If you are not quite fundable, we will give you the roadmap to achieve bankability.

- Naomi Pennino

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Our Promise

Our wheelhouse provides multiple options to accommodate your unique financial composition

  • We believe in white-glove service.

    With Funding Sense, Customer Service is not only back in style, but it is at the core of how we conduct our business. You will hear it from your very first call and in every form of communication throughout the funding process.

  • Follow-through.

    It’s not good enough to have “good intentions”. Your Funding Sense Team is focused on delivering. That means, phone calls are made when promised. Deliverables are fulfilled when promised. And when obstacles appear, you are notified.

  • It happens.

    As much as we’d like to have every funding process move forward without a challenge, it might not happen that way. Funding Sense stands ready for the unexpected. That doesn’t mean it will be easy, but we are a seasoned team who knows how to dig deep and come up with solutions.

  • We listen and communicate with all third-parties involved.

    Step one is to be an attentive listener. The details of your story are important. You will know we’ve heard you by what we communicate back to you. There are no unnecessary questions and we encourage you to ask until you feel confident in your level of understanding.

  • We inspire confidence.

    Each member of your team has been hand-picked because of their reputation. That means we do things right. When it comes to anything financial in nature, you want to know that you’re in experienced hands. Most likely we have been referred to you because of our track record. Keeping your confidence is key to each team member’s personal success.

Get Pre-Qualification within 24 - 48 Hours!

Events

We regularly host different kinds of events with our partners and sponsors.

  • 07

    September

    SBA Loans and Rising Interest Rates

    Virtual Ticket Event - Run the World

    Online

    2:00pm - 4:00pm PST

  • 02

    November

    Lender Matchmaking

    Virtual Ticket Event - Run the World

    Online

    10:30am - 12:00pm PST

  • 10

    December

    Financial Projections and Bankability

    Virtual Ticket Event - Run the World

    Online

    12:00pm - 2:00pm PST

Contacts

Address

5737 Kanan Rd #572, Agoura Hills, Ca, 91301

Hours

Monday - Saturday: 9 AM - 5 PMSunday: 11 AM - 7 PM

Contacts

(818) 927-3650trepxe.esnesgnidnuf%40ofni

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