After we review your project documentation, we will present the project to one or more of our financial sources. If we receive provisional interest from at least one of these business funding sources, we will schedule a conference call between our partner and the project principal. To protect your business interests, we will then prepare an NDA (Non-Disclosure Agreement) to be signed by both parties.
The client meeting then takes place as they formally retain our services. We will prepare an offer package which will be provided to the customer prior to the meeting so that the project principal can review it. At the actual meeting, the offer package documentation will be signed and dated by both parties. The offer package will include a CSA (Commercial Service Agreement). After these steps are completed, We will then facilitate direct discussions between the client and the funding source or sources, in regards to the project funding.
Draw Down Preparations
