Apply | Daniel Speiss Funding & Cash Flow Advisory

About your business

Monthly revenue band * .Approximate monthly sales—used for product fit, not a credit decision.

Time in business * .Time operating under current ownership—affects lender options.

Industry * .Sector or NAICS-style description helps match underwriting appetite.

Business name * .Legal or DBA name on bank statements and tax filings.

Your contact information

Full name * .Primary applicant signing and receiving updates.

Email * .Used for application status and document requests.

Phone * .Optional mobile or office line for SMS/calls if you opt in on the last step.

State * .Two-letter state of operations or formation—lenders are often state-specific.

Ownership

Owner 1 full name * .Controlling or primary owner as lenders will verify.

Owner 1 ownership % * .Percent of equity; under 51% triggers co-owner questions.

Your ownership is below 51%. Would you like to add a second owner?

Owner 2 (optional)

Owner 2 full name * .Second owner when combined ownership must be explained to funders.

Owner 2 ownership % * .Should sum with owner 1 toward 100% where applicable.

Current debt & use of funds

Current debt positions (add each lender) * .List each MCA, term loan, LOC, or lease so advisors see total payment stack.

Use of proceeds * .Select all that apply; funders use this for suitability and stacking rules.

Working Capital Equipment Purchase Inventory Expansion Debt Consolidation / Refinance Marketing / Advertising Payroll Other

Additional context

Primary goal * .Top priority for this capital request—may map to different products.

Amount needed * .Target funding size in bands—not an approval amount.

Interested in long-term advisory (ops + finance)? * .Optional ongoing CFO-style support separate from a single funding event.

Yes No

What's your #1 constraint right now? * .Biggest bottleneck today—helps prioritize strategy on follow-up calls.

Authorize & Sign

I consent to be contacted by email and SMS regarding my application and capital options. * .Required. Allows email/SMS about this application and capital options; message/data rates may apply.

I understand my information will only be shared with funders after I approve each submission. * .Required. Confirms no blind shop of your file—each funder share needs your approval.

Electronic Signature (type your full name) * .Typed name has the same effect as a wet signature for this intake form; must match signer identity.

Draw Signature (optional) . Optional ink-style signature captured from the canvas; clears when you reset the canvas.

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