The intake process
Learn, Assess, Apply, Document, Submit, Discuss
Sensitive items are never collected here. After initial review you receive a document list and a secure destination.
Learn
Understand the categories and what each one is used for.
Determine potential fit
Compare your objective to likely structures.
Complete application
A short inquiry — nothing sensitive.
Gather documents
Work from the list provided after review.
Submit securely
Sensitive items go through an approved secure destination.
Continue consultation
Review options and next steps together.
Before we meet
Have These Ready
Business goals
Intended use of capital
Current financial position
Relevant business documents
Questions or barriers affecting the request

