Tell the World Your Story: Put Your Best Foot Forward When Applying for a Loan

  • 30 years of Wall Street Experience with Raising Money

  • MBA from top-20 business school

  • Chartered Financial Analyst

  • Reviewed and wrote hundreds of funding presentations

  • Business plans

  • Economic projections based on sophisticated statistical forecasting

  • Detailed enterprise financial projections integrated with economic projections

  • Assistance with digitizing company documents to store loan packages in easily retrievable form

  • Personal financial statements, if necessary

  • Financial statements

    • Profit and Loss

    • Balance Sheet

    • Cash Flow Statement

    • Financial Ratio Analysis

  • Strengths, Weakness, Opportunity, and Threats Analysis

  • Industry and Competitors’ Analysis