Move from funding need to funding readiness.

Our Access to Finance service helps small and medium-sized enterprises secure the funding they need to grow, and makes a complicated process simpler at every step.

Virtual CFO advisors meeting with a client around a table

How we work with you

  1. Initial consultation

    A one-on-one conversation to understand your business model, financial situation and growth plans, so we can pin down your funding needs and challenges.

  2. Financial health assessment

    We review your financial records, including cash flow, revenue streams and expenses, to find what needs improving before you approach lenders.

  3. Strategic financial plan

    Together we build a plan with your goals and the steps to reach them, including financial models and projections that reflect the business’s potential.

  4. Tax compliance support

    Lenders look for compliance. We guide you on your tax obligations and help prepare the documents that demonstrate it.

  5. Funding needs analysis

    We size your funding requirement around project scope, expansion plans and operating needs, and recommend the most suitable options.

  6. Financing options

    We present financing packages from banks and financing companies, and explain the terms of each so you can make an informed choice.

  7. Application preparation

    We help you compile the financial statements, business plan and other documents lenders require, structured to make a strong case.

  8. Submission and follow-up

    We handle submission and keep in touch with lenders on your behalf, following up regularly and answering their questions.

  9. Post-funding support

    Once funding is secured, we help you put it to good use with sound financial management, so it delivers on your objectives.

Not sure you’re ready to apply?

That is exactly where we start. Tell us what the funding is for, and we will tell you what lenders will want to see.