For lenders and advisors
When your borrower needs the plan by Friday.
Loan officers, SBDC and CDFI advisors and accelerator staff send us owners who need a written plan and model fast. We deliver a lender-format draft in 3 business days, and the owner pays us directly.
How we work with you
- The owner hires and pays us; you never pay
- Lender format: use of funds, DSCR by year, assumptions listed
- We copy you on the final files only if the owner agrees
- We do not pay or accept referral fees from lenders or loan officers
Who refers
Where we fit
Loan officers
A borrower has the numbers but no written plan. Send them our way and get back a plan you can underwrite.
SBDC and CDFI advisors
Your advisors coach; we write when a client needs a finished document on a deadline.
Accelerators
A cohort needs decks and models before demo day. Cohort pricing on request.
Get a referral kit
A 1-page overview for borrowers, the sample excerpt, and pricing. We reply within one business day.