WELCOME TO "COMPOUND CAPITAL CONNECTIONS" INITIAL UNDERWRITING INTAKE
PART 1: TELL US ABOUT YOU AND THE BEST WAY TO REACH YOU
Who is the Representative working with this Client?
*
Please Select
Austin Smith
Bobby Clingan
Carlo DiPisa
Emily Lundh
Devin Stone
Donald Mack
Gary Burke
Geoff Thompson
Jerry Engert
Jen Eckmann
Karyn Whitcomb
Kenneth McKinney
Lisa Rodino
Margie Basaraba
Michael Higgins
Nancy Thompson
Navjot Singh
Paul MacDowell
Rick Whitcomb
Russ Corpolongo
Stan Kuczynski
Terence Clayton
Tyrone Glenn
I am not working with anyone yet
Business Name
*
Your Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
PART 2: TELL US ABOUT YOUR BUSINESS AND YOUR CURRENT NEEDS
Do you know what type of business funding you are looking for?
*
Operating Capital: Credit Line, Purchase Order funding, Receivables, Factoring
Asset-Backed Financing: SBA or Collateralized Funding
Equipment Purchase or Lease: Vehicles, Computers, Heavy Equipment, Etc.
Real Estate: Apartments 4 Units and Up, Commercial and Retail, Brick and Mortar.
Other Funding:
Tell me how long you have owned the business?
*
Start Up
3 Months to 12 Months
12 months to 24 months
Longer then 24 Months
Which of the following options are you open to considering?
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Unsecured Financing that does not require a personal guaranty
I am open to being a personal guarantor for my business
I have assets I can collateralize to secure the financial needs of my business
I am willing to use personal assets to achieve my business financing goals
Unsure
What is the current "Cash Flow" position of your business?
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Start Up - I have not opened a checking account yet
We are currently "Revenue Negative" and need to restructure our "Cash Flow"
We are currently "Revenue Neutral" and are seeking resources to go positive
We are "Revenue Positive" and looking to increase our "Net Revenue"
How much money would you like for your business?
*
How many full time W-2 Employees do you have
What are your average monthly sales?
What industry are you in?
*
Does Your Business Have A Brick And Mortar Location?
*
Yes
No
PART 3: TELL US JUST A LITTLE BIT ABOUT YOU
Are you a home owner?
Yes
No
Are you current on your mortgage?
Yes
No
What range is your credit score in?
My Credit is Awesome 750 - 800+
My Credit is Excellent 700 - 749
My Credit is Good 620 - 699
I am Going to Need a Little Help 580 - 619
Okay... I need a Lot of Credit Help 500 - 579
How Much Personal Business Experience do you have?
I have been an employee forever and am just starting out
I have been in management and have good business sense
I have started a few businesses and know what I am doing
I am a "Serial Entrepreneur" and I will crush it!
Do you know your credit score and are you willing to share it?
What is your personal household income?
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PART 4: ANY TOXIC DEBT CRUSHING YOUR BUSINESS AND ITS "CASH FLOW"?
Do you have any short term loans or Merchant Cash Advance loans?
Yes
No
Amount owed on Merchant Cash Advance 1?
Amount owed on Merchant Cash Advance 2?
Total amount owed on all "Short Term" loans?
Do you owe any family or friends money from the bussiness?
Does your business checking have any "Non-Sufficient" in the past 3 months?
Yes
No
Do you have a current or former bankruptcy?
Yes
No
Does the business currently have back taxes that are owed to the IRS?
Yes
No
Is the business currently in any type of litigation with creditors?
Yes
No
PART 5: IS THERE ANYTHING WE LEFT OUT THAT YOU WANT US TO KNOW?
Submit
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