Not ready yet? Here's how to get ready.
If our Concierge or your first call with us says your deal isn't quite ready, that's not a no. It's a not-yet.
Here's what the next 6 to 18 months look like — and how to use that time so when you come back, you close.
What 'ready' looks like
A qualified operator in our programs usually has four things.
A real business
Not pre-revenue. Not pre-product. Operating, with customers, and preferably 2+ years of audited financials.
A real capital need
Above $10M — or monthly revenue above $300K for revenue-based facilities starting at $3K–$3M.
Something to secure against
An asset, a contract, or recurring revenue. Land, a signed purchase order, an income-producing building, $1M+ in unencumbered securities, 6+ months of steady business deposits.
20% — or a buyer
Either 20% of the capital you're asking for already in place, or a creditworthy buyer committed to taking your product.
What to work on if you're short
If you don't have the equity yet: build it. Save, reinvest, or bring in a minority partner for that 20% piece.
If you don't have audited financials: hire a CPA this quarter. Institutional capital providers will not underwrite unaudited books at the sizes we work with.
If you don't have a signed contract or purchase order: focus on landing one with a creditworthy buyer. One good contract is worth six months of cold calls.
If your revenue is not yet where it needs to be: that's the hardest one to shortcut. Focus on revenue quality (recurring, diversified, growing) before scale.
Or talk to us now
If you want a specific read on where you are today and what you'd need to do to qualify — book a 45-minute strategy call. $297, credited in full against any future engagement.
Some of our best clients started here, worked through the gaps, and came back 18 months later to close a real deal.
New to the terminology?
If phrases like "UBO", "term sheet", or "closing stage" are new to you, start with our plain-language guide.
Building toward a qualified deal?
We've watched more than one operator go from 'not ready' to closed in 18 months.