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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.

  1. Learn

    Understand the categories and what each one is used for.

  2. Determine potential fit

    Compare your objective to likely structures.

  3. Complete application

    A short inquiry — nothing sensitive.

  4. Gather documents

    Work from the list provided after review.

  5. Submit securely

    Sensitive items go through an approved secure destination.

  6. 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

Step 1 of 6

Contact information

Contact information