Purchase or expense
Use a quote or a clearly marked estimate to work out the amount you are requesting.
Business financing referrals · Consulting businesses
Put the cost of delivering your next engagement into a plan.
Consulting work may require technology, research or specialist support before the client settles a milestone. Define the delivery costs and timing behind the funding request.
How it works
The application process
Application questions
Provide industry, trading history, revenue and approximate personal credit information in the relevant fields.
Before sending
Check the contact information and disclosures, complete number verification and confirm the submission.
Possible uses
Business expenses to describe
Business technology
Workstations, specialist tools and secure collaboration systems can involve upfront implementation. Keep those costs separate from continuing software subscriptions.
Project capacity
Associates, analysts and other specialists may need paying before the main client invoice clears. Use the engagement scope to identify the work and period involved.
Operating expenses
Travel, payroll and office costs can continue while a project is awaiting approval or payment. Describe the defined gap and distinguish confirmed receipts from pipeline opportunities.
Consulting businesses · funding preparation
The budget behind the request
Use signed engagements and realistic billing milestones when explaining the need. An expected extension or proposal should not be presented as contracted consulting revenue.
Before you decide
When reviewing a provider offer
Quoted amount
Ask whether any fees would be taken out before the funds reach your account.
Total payable
Review the combined repayment obligation rather than judging the offer by one payment.
Conditions attached
Read the requirements for security, reporting and any permitted uses of funds.
A few things to know
About this referral service
Information sharing and referral payments
Up to five funding partners may receive an application through a paid referral from us. We sell the application and contact information, receive compensation without a funding requirement, and do not collect an application fee from you.
Approval and available terms
Approval cannot be assumed from a successful form submission. Any offer depends on the funding partner’s assessment and the conditions attached to its product.
Provider timing
An equipment delivery date and a financing date may not line up. Ask the provider to confirm its timetable before making a commitment that relies on receiving funds.
Contact consent and mobile verification
Partner contact and information sharing are described in the form and linked policies. Read those details before verifying the number and submitting your business information.
Make a beginning
Start with your business funding request
Begin with the purchase or operating period you need funds to cover, then complete the business questions.