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·The process

How it works

A cleaner path from "I might need funding" to a decision you understand — starting with a soft-pull review, a short call, and clear next steps. No mystery steps, no bait-and-switch.

Checking your options is a soft inquiry that won't affect your credit score. Moving forward with funding may require a hard credit pull and supporting documentation.

01Step by step

Four steps, plainly

STEP 01

Tell us the basics

Share your monthly revenue, time in business, and what you need the funds for. This is enough for a soft-pull review of your options.

STEP 02

We map best-fit routes

On a short call we match you to realistic structures — term loan, line of credit, or revenue-based financing — and explain the tradeoffs.

STEP 03

Submit cleanly

If you want to proceed, we help package your file so underwriting moves quickly. Any hard credit pull or documentation is disclosed first.

STEP 04

Review terms & fund

You review the actual terms and payment schedule, ask questions, and only move forward if it works for you.

02Soft vs. hard credit pulls

What "soft pull first" really means

When you first check your options with us, that review relies on a soft credit inquiry and the business details you provide. A soft inquiry does not affect your credit score and isn't visible to other lenders as an application.

If you decide to move forward toward an actual offer, a lender may need a hard credit pull and supporting documentation to finalize terms. A hard pull can affect your score and is something you'll be told about before it happens — never as a surprise.

Plain promise: checking your options is a soft inquiry that won't affect your credit score. We disclose any hard pull or documentation step before it occurs, so you stay in control.

Start with a no-pressure review

Book a short underwriting call and we'll map the routes you're most likely to qualify for. Checking your options is a soft inquiry that won't affect your credit score. Moving forward with funding may require a hard credit pull and supporting documentation.