The discovery call is a short, practical conversation to understand your business, your objectives, and where funding is helping or hurting right now. We unpack what you’re trying to achieve, pressure points in your current setup, and whether there’s a clear opportunity to improve or restructure your funding position.

We don’t start with a lender, we start with the outcome. Based on your goals, cash flow, growth plans and risk profile, we design a tailored funding strategy that fits your business, not a generic product. Where needed, we’ll work alongside your accountant, CFO or legal advisers to ensure the structure stacks up commercially and strategically.

No. Once the strategy is agreed, we identify a small number of best-fit lenders or private credit providers. We focus on flexibility, speed and terms that align with your objectives, rather than shopping the deal around or pushing bank-first solutions.

We manage the entire application and approval process end to end, including paperwork, lender communication and coordination, acting as the project lead between you and the funder. Our role doesn’t stop at settlement either, we stay involved post-funding to support refinances, facility increases or future growth funding as your business evolves.