Business Profile

Tell us who you are and the business we are assessing.

Business name *

Primary contact *

Email address *

Telephone number *

Company number, if applicable

02

Funding Requirement

Provide the headline requirement so we can understand scale, timing and potential fit.

Funding required *

Required timeframe *

Primary purpose *

Preferred funding route, if known

You do not need to know which facility is right for you. Select the closest option, or ask us to guide you.

Not sure I need guidance Business Loan Business funding and growth Invoice Finance Invoices and sales ledger Asset Finance Vehicles, machinery and equipment Trade Finance Stock, suppliers and orders Commercial Mortgage Commercial property funding Bridging Finance Short term property funding Development Finance Property development projects Refinance Review or restructure existing borrowing

03

Trading & Funding Detail

This helps us understand affordability, lender appetite and how the requirement may need to be structured.

Latest annual turnover

Approximate monthly revenue

Current trading position

Brief trading context

Specialist assessment

Invoice Finance & Sales Ledger

A few additional details help us consider facility structure, potential availability and lender fit.

Approximate outstanding debtor ledger

Average monthly invoicing

Typical customer payment terms

Largest customer as approximate % of ledger

Do you currently use invoice finance?

Current provider

Current facility limit

Why are you considering a change?

Do you manage your own credit control?

Preferred structure, if known

Specialist assessment

Property Finance

Tell us about the property supporting the requirement.

Property address

Estimated property value

Existing mortgage or secured borrowing

Property type

Current status

Proposed repayment or exit strategy

Specialist assessment

Development Finance

Provide the headline project numbers so we can understand the proposed structure.

Development site / property address

Purchase price or current value

Total development costs

Estimated gross development value

Planning status

Development experience

Proposed exit strategy

Specialist assessment

Asset Finance

Tell us what is being acquired or refinanced.

Asset or equipment

Purchase price or asset value

New or used?

Supplier details, if known

Specialist assessment

Trade & Supplier Finance

Help us understand the underlying order, supplier and customer payment cycle.

Purchase or supplier requirement

Expected customer invoice value

Supplier location

Order and payment cycle

04

Existing Commitments

Existing finance does not prevent funding, but it can affect structure, affordability and lender selection.

Current borrowing or finance facilities

Are any facilities due to mature, expire or require review?

05

Security & Strength

This allows us to consider secured, unsecured and hybrid funding routes.

Is security potentially available?

Security or asset details

06

Documents & Readiness

Documents are not required to submit this assessment. They can help us move more quickly once the route is clear.

Documents currently available

Common information that may be requested

Business bank statements
Latest filed accounts
Management accounts, where available
VAT returns, where relevant
Details of existing borrowing
Property, asset or debtor schedule, where applicable

Do not delay your assessment because you do not yet have everything available.

07

Final Context

Share anything that may influence the most appropriate funding route or the way the case should be positioned.

Anything else we should know?

PRIVATE REVIEW What happens next?

Your assessment will be reviewed to consider the funding route, potential lender fit, structure and any additional information that may be required before an approach is made.

Requirement reviewed Structure considered Next steps identified

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