Business financing referrals · Consulting businesses

Business funding between engagement costs and client payments.

Consulting work may require technology, research or specialist support before the client settles a milestone. Define the delivery costs and timing behind the funding request.

Illustration of consulting businesses and their working space

Gather the basics

Prepare the information for your request

Prepare the requested amount, business purpose and timing from your purchase or operating budget.

  • 01Your requested amount and the expense it would cover
  • 02Your revenue range and how long you have traded
  • 03The business name, sector and approximate credit profile
  • 04Contact details for the owner and a reachable mobile number
Illustration of consulting businesses equipment and workspace
Illustration of consulting businesses equipment and workspace

Consulting businesses · funding preparation

Look at when money comes in and goes out

Use signed engagements and realistic billing milestones when explaining the need. An expected extension or proposal should not be presented as contracted consulting revenue.

Consider the full cost

Points to check in a financing offer

01

Amount available

Confirm how much of the offered amount would actually reach the business.

02

Repayment cost

Look at all repayments and fees over the agreement rather than a single quoted rate.

03

Contract conditions

Read security, guarantee, early-payment and default provisions before agreeing.

Planned purchases

Explain the costs behind your plans

01

Business technology

Workstations, specialist tools and secure collaboration systems can involve upfront implementation. Keep those costs separate from continuing software subscriptions.

02

Project capacity

Associates, analysts and other specialists may need paying before the main client invoice clears. Use the engagement scope to identify the work and period involved.

03

Costs of keeping work moving

Travel, payroll and office costs can continue while a project is awaiting approval or payment. Describe the defined gap and distinguish confirmed receipts from pipeline opportunities.

Follow the steps

How to submit your business details

01

Amount and purpose

Use the actual purchase or operating gap to explain how much funding you want to explore.

02

Trading profile

Answer the questions about monthly revenue, time in business and your industry.

03

Contact details

Check the owner and business contact information, read the disclosures and complete SMS verification before sending.

Understand our role

Understand the service before applying

How does the referral service get paid?

Your submitted business and contact information may be sold to as many as five funding partners for follow-up. Partners pay us for the referral regardless of its funding outcome, and we do not charge you to apply.

How are funding terms set?

Sending the form does not guarantee an offer or approval. Funding partners assess the business against their own requirements and set the conditions of any financing.

How long can a review take?

A supplier deadline does not establish how quickly a funding partner can respond. Confirm the provider’s process before relying on financing for a payment.

What contact permission am I giving?

Check how your information will be used and who may contact you before you send the form. The SMS code verifies your number; the separate consent text describes communications.

Begin with the purpose

Put your next business expense into a request

Start the form with a defined amount, a business purpose and current trading information.