For Business · Funding Consulting
Funding Consulting
The preparation to present the company to a lender, with banks and fintechs among the alternatives evaluated.
What is included
Areas of work
- 01Assessment of the credit needed
Defines the type and amount of credit that makes sense for the company's moment and goal.
- 02Business credit profile preparation
Organizes what the lender will look at about the company and its owners.
- 03Review of statements and projections
Reviews financial statements and cash flow projections to present to lenders.
- 04Documentation
Tax returns, loan history and business plan, gathered and checked.
- 05Evaluation of alternatives
Compares credit options, including banks and fintechs, with the pros and cons of each.
What lenders usually review
Documents organized before the application
Arriving with the right documents, in the right format, avoids back and forth.
This does not guarantee approval, which always belongs to the lender, but it changes the starting point of the application.
- P&L
- balance sheet
- cash flow forecast
- tax returns
- loan history
- business plan
GestFin is not a financial institution or a lender, does not extend credit and does not guarantee approval. Scope, deliverables, timeline and fees are defined in a proposal after the diagnostic.