Discovery: understand your business first.
First, we learn about your business and what you need the funds for. We do this before we contact a partner. This first conversation is informational — no hard credit pull is required to start.
Step 01 of 03
What happens during discovery
- A short talk about your business, industry, and how long you have been open.
- A basic review of income patterns, bank activity, and current debts.
- A talk about what the money is for and when you need it.
- Clear feedback on whether funding is likely to fit your needs. If not, we explain why.
Your part
What you provide
- Basic business details, such as business type, time in business, and industry.
- An estimate of monthly income and current debt.
- How you plan to use the money and any deadlines.
What you get
What you get from discovery
- A clear view of which types of funding may fit your business.
- A list of records you will need if you move forward.
- An honest answer if now is not the right time to seek funding.
No hard credit pull is required to begin the conversation.
Information shared during discovery is used only to evaluate fit, not marketed to third parties.
The full process
Other steps in how we work
Ready to start the conversation?
Start with a short call. We will tell you if funding may fit your needs. No obligation.