◉ Personal Credit Profile Audit – We assess your credit profile and consumer report to determine eligibility (FICO, Inquiries, Utilization, Tradelines)

◉ Business Profile Audit – Our team evaluates your business entity structure, financials, and strategic objectives (Business Information, EIN, Entity Structure, Revenue, Expenses, Business Goals)

◉ Credit Monitoring Integration – We set up real-time monitoring of your credit scores and consumer reports, including alerts for changes, inquiries, and key activity— fully covered as part of your consulting package.

◉ Secure Document Portal – For clean submission and application tracking, organized by loan product and underwriting requirement.

◉ Dedicated Strategist – Work 1-on-1 with a Capital Strategist via video call and SMS to architect your funding roadmap, guide strategic decisions, and maintain momentum across all stages.

◉ Pre-Underwriting Assessment — Your personal and business credit profiles are evaluated using lender-aligned criteria—without any credit pull— showing you your pre-approved programs and ensuring a fundable position before submission.

◉ Product Alignment – We match your file with our optimal financing solutions based on credit tier, business model, verified income, and strategic funding goals—ranging from BLOCs, Startup Funding, MCAs, Term Loans, Working Capital, Asset-Based products, and more.

◉ Lending Sequence Strategy – Your personalized offers are organized based on risk assessment modeling, engineered to reduce inquiry impact and maximize total approvals. Final submissions are packaged and routed through direct pathways for expedited review.

◉ Private Capital Access Network – Upon product acceptance, you’re granted full access to our global capital network— comprised of institutional-grade funding options and private credit vehicles— ensuring your file is circulated through a controlled capital environment aligned with your credit, revenue, and business funding goals.

◉ Funding Product Matching – We present a curated set of approved funding options tailored to your business metrics, including Lines of Credit, Term Loans, MCA offers, Equipment Financing, Real Estate-Backed loans, and more.
‍
‍◉ Funding Offer Acceptance – You meet with your Capital Strategist to review all approved offers, compare terms, and align selections with your business objectives and credit risk posture.

◉ Strategic Capital Deployment Plan – Once selections are finalized, we deliver a 12-month roadmap outlining when, where, and how to deploy each tranche of capital across operational growth, reinvestment cycles, and future funding milestones.

◉ Funding Report PDF – Includes lender matches, funding totals, credit snapshot, a capital roadmap plan, and our proprietary Business Funding framework blueprint.

◉ Private Investment Opportunity Preview – Early access to investment funds, revenue-share offers, and private deals for scaling investors.