Business Plan Development
One Page Pitch Supplement
5 Point Plan Development
Financial Plans & Forecasting
Industry Benchmarking
Your SBA Loan application requires a Business Plan. Your Funding Sense team writes a professional Business Plan focusing on the objective of winning bank approval. It requires the expertise & knowledge of SBA requirements as well as the selling points that set you above other applicants. Our team includes experienced ex-bankers, seasoned former credit analysts, accountants & entrepreneurs. With the writing of the Business Plan, and presentation to Preferred SBA Lenders, the Funding Sense team guarantees our pre-qualified clients the issuance of a lender’s Letter of Interest. From here, borrowers work directly with the bank in completing the funding process. Your Funding Sense advisor will be behind the scenes answering questions until the closing of your loan.
We hold your hand every step of the way!
1Step 1
Discovery Call.
FundingSense understands to be a successful business owner, one must have complete understanding of the expectations which lie ahead towards achieving their ideal funding goals.
Our first conversation will be all about getting to know each other and to align our expertise with your needs. In addition, we want to make sure everyone is on the same page, and answer all your questions ahead of time.
Step 2
Pre-Qualification & Analysis
Now that you have an understanding of your overall profile, we can begin the process of evaluating your submitted financial information.
Within 24 to 48 hrs of document submissions, we will combe through your financial composition to deliver which funding options you pre-qualify for and which makes the most Funding Sense.
2
3Step 3
Discover Funding Options
The considerations made include your immediate funding needs, partnership details, relatable experience, and future goals. With this in mind, we ideally want to serve up one solution that allows you to use the least amount of cash while leveraging your assets.
In some cases, combining more than one resource may be the most accommodating for you. The bottomline: We are looking to walk you through each option, giving you the benefits and contrasts between them all.Afterwards, we can move forward into the banking development process to acquire your loan.