How do I choose the right business funding product for a client?
Start with three questions: how fast is the capital needed, what documentation exists, and what will the capital produce. Speed and thin documentation point to revenue-based structures; strong documentation and a planned project point to term loans, lines of credit, or asset-secured facilities.
The three-question framework
Timing, documentation, and use of proceeds determine the realistic product set faster than any other diagnostic.
- Timing: days, weeks, or months?
- Documentation: statements only, or full financials?
- Use: operating gap, asset purchase, or growth project?
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