Funding Programs

Advisor-led placement with transparent fees. Rates and terms depend on qualification.

Fast Funding

Merchant Cash Advance (MCA)

  • • Repayment tied to daily or weekly sales
  • • Fund in hours — 24–72 hours typical with complete docs
  • • 3% flat advisory fee (regardless of amount)
  • • No fixed monthly payment — scales with revenue
  • • Ideal for inventory, payroll gaps, seasonal swings

Requirements

  • • 6+ months in business
  • • Bank statements and merchant processing
Check eligibility

Working Capital Loan

  • • Fixed monthly payments over a set term
  • • Use for equipment, expansion, cash flow gaps, operating expenses
  • • Rates vary by qualification — advisor-led placement
  • • Funding in 7–15 business days for qualified applicants
  • • Predictable repayment structure

Requirements

  • • 1+ year in business
  • • Revenue documentation
Check eligibility

Term & Credit Programs

Unsecured Term Loans

  • • Typical range: 9–15% (credit dependent)
  • • Fixed monthly payment
  • • No upfront fees or down payment
  • • Full liquidity immediately
  • • Funding in 7–15 business days
  • • No assets or collateral required
  • • No prepayment penalty
Check eligibility

5 or 7 Year Term Loans

Higher-qualification term options

Requirements

  • • 680+ personal credit scores on all 3 bureaus
  • • 2 years personal tax returns showing $50,000+ taxable income
See if you qualify

Business Credit Card (0% Intro)

  • • 0% interest for 6–12 months (intro period)
  • • May be available with no minimum time in business
  • • Stated income
  • • No upfront fees
  • • Reports only to the business

Requirements

  • • 700+ personal credit scores on all 3 bureaus
  • • Established business entity
Check eligibility

• Not a lender. Financing options depend on qualification and program availability.

• Rates/terms and timelines vary by lender and applicant profile.

This is the doorway — not the finish line.

Most clients start with capital. The best outcomes come from what happens after funding.

Get started