Clients (seeking funding)
Prescreening
- Individual Name, Title
- Business Name
- Industry description
- Funded by?
- Total Funding/Date of last round
- Trailing revenues/Projected Revenues
- Trailing Operating Income/Projected Operating Income
- Current Monthly Cash Flow/Loss
- Accounts Receivable Balance
- Cash Balance
Client Application
Chayton Submit Content
Check out the Samples I did for CASCO financial (see below, those are clickable links)
Best unformatted digital version of the form in use now –
assuming that you would want a nice online form?
Investors:
Borrowers:
Investors
See above