Four steps. One goal: the right introduction, or a straight answer that there isn't one.
Every engagement follows the same path, regardless of product line. The discipline is what makes the introductions valuable.
Four steps. No retainer. It starts with a conversation.
The conversation
A short call to identify what you need and learn a little about your business: what you sell, roughly how much, where, and what you offer for financing today. In industries where we have history, you will usually know quickly whether there is a fit; in a specialty situation we tell you how long finding out will take.
Go to work, under an NDA
If the conversation shows something we can work on, we say so and go to work on finding what you need. We prefer a mutual NDA at this point so information can move freely in both directions. If it is not something we can place, we tell you that plainly instead.
Lender introductions
We identify the lenders we believe are a good fit and introduce you. From there the lenders gather the information they need directly from you. In standardized industries a lender may provide a pricing sheet early; in others, pricing follows the lender's review.
Agreement and funding
The agreement is between you and the lender. The lender completes its underwriting, documents the program, and funding begins. Capital Sources does not drive or sit in the middle of that process; once the program is funded it runs between you and the lender, compliance with the program terms is the lender's and your responsibility, and we remain available if the relationship needs attention.
How we are paid. The lender compensates us. We charge the business no application, enrollment, processing or retainer fee, and we have not seen a lender charge one either; we work to keep it that way, but cannot promise it for every lender. If you ask whether the lender pays us, the answer is yes, and we confirm it in writing before any introduction is made. Consulting engagements are separate, fee-based, and agreed in writing before work begins.
Ready to start a conversation?
We'll tell you what a fit could look like, no obligation.