Introduction

Our process begins with an introduction to a business owner or representative in need of capital for their company.

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Loan Consultation

During our loan consultation we will get a better idea of what your company does and its pain points. We will explore what is causing the need for capital and discuss with you the various options of capital sources to help you. It is during this initial meeting that we will describe our company and how we can work for you in addition to gathering the needed business information to perform our analysis.

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Financial Analysis and Underwriting

At Capital Pro Partners we underwrite each of our financing requests. This process includes doing an in-depth analysis of the company’s historical financial performance to discover revenue and cash flow trends, balance sheet strengths and weaknesses and ownerships experience and financial impact to their company. Underwriting helps us better in both our consultation with the owner as well as helps us determine the best financing resources for the need.

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Capital Sourcing

It is our goal to find our clients the best possible financing source for their given project as well as ability given their company’s performance and the owners strengths. We work with multiple options so that they can be both competitive as well as efficient. It is our goal to get each client multiple term sheets so together we can pick one that can move as quickly as possible.

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Loan Negotiation

Throughout the process our project managers will be working directly with the lender to ensure that your loan gets the best rates and terms and closes as soon as possible.

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