Step 1 of 7

Business Profile

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

Funding Requirement

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

Trading Position

This helps us assess affordability, lender appetite and how the case should be positioned.

Existing Commitments

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

Security & Strength

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

Documents & Readiness

Documents are not required to submit this assessment, but they help us move quickly once the route is clear.

Common documents requested by lenders

  • 6 months business bank statements
  • Latest filed accounts
  • Management accounts, if available
  • VAT returns, where relevant
  • Details of existing borrowing
  • Property, asset or debtor schedule, if applicable

Final Context

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

What happens next?

Your assessment will be reviewed to consider funding route, lender fit, structure and any information needed before approaching the market.