You come in
One advisor, assigned to your file. Nothing is filed yet. We review the profile, the funding goals, and whether the engagement fits the situation.
The people on the file
Meet your advisor.
Every engagement is assigned a dedicated advisor. The applications happen live, on Zoom, with the person who built the plan.
The team
Everyone on the roster.
Each name below is a real person working on client files.
Lynnelle S.Capital Advisor
David U.Senior Advisor
Keeth M.Capital Advisor
Thomas G.Capital Advisor
Brandon D.Capital Advisor
How this works
The engagement, step by step.
Bankable Scan™
A soft pull across the funding programs, from business cards and credit lines to equipment, term loans and SBA, together with the lender compliance items. Three workstreams come off it: equipment, working capital, term loans. A read of what those programs would see, not an application.
0% is the start
We start at 0% because it is the best capital these programs offer: roughly twelve months of runway at 0% interest, with a minimum payment near 1% of the balance while the intro promo runs. Six issuers, in the order the banks reward, every application live on Zoom with your advisor. 0% is the start, not the identity and not the end.
Then the next round, and the institutions
Preparation for the next 0% round starts immediately after the first. After tier one the round widens to the regional banks. 0% is the parent of everything below: each institution is added to the 0%, never in place of it. Lines of credit, term loans, and SBA lending open as the business file builds and the payment history seasons.
Ready to startOne advisor.
One advisor.
Your file.
On the call we review the profile, the funding goals, and whether the Bankable Blueprint fits the situation. If it does not, we say so.
The Bankable Blueprint™ · 1:1 capital advisory for established business owners
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