Funding options we match (overview)

• Term Loan (unsecured or lightly secured) > For renovations, build-outs, hiring, marketing. Predictable monthly payments.
• Leasehold Improvement Financing > Specifically for construction/renovation of leased spaces.
• Equipment + Expansion Bundle > Combine equipment financing with renovation and soft costs under one plan.
• Line of Credit (LOC) > Flexible draw for staged expenses or unforeseen costs during build-out.
• Revenue-Based Financing (select lenders) > Variable repayments tied to monthly revenues (useful during ramp-up).
• SBA/BDC-Style Programs (where applicable) > Longer terms, more paperwork—often best when timelines allow and you want lower payments.

Documentation checklist

• Last 6–12 months business bank statements
• Most recent YTD financials (P&L, balance sheet) + prior year financials/tax return
• Project budget (contractor quotes, equipment quotes, soft costs)
• Expansion plan (timeline, hiring plan, marketing launch plan, revenue ramp assumptions)
• Lease (if improvements) or LOI (if second location)

Don’t have everything? Start the application.
Your advisor will guide you through gaps.