01
Screen
Discuss the opportunity, buyer, funding amount, timing, delivery capacity and likely repayment source.
A considered process
From funding need
to informed next steps.
02
Prepare
Identify gaps in the documents and organise a factual summary of the business, project budget and cash flow.
03
Match
Compare the case with potential providers’ available criteria and submission requirements. Fit is not eligibility or approval.
04
Coordinate
With a signed mandate and your permission, coordinate the submission, questions and updates. Review any offer carefully.