Your next opportunity starts with preparation.

Explore funding options for your business - and get help preparing your next steps.

Working Capital * Equipment * Expansion

What are you funding?

Working capital

Inventory, payroll, and seasonal needs.

Equipment & Vehicles

Tools, trucks, and equipment for your next move.

Business Expansion

Explore options for growth and larger projects.

Current books and organized tax records support both tax preparation and funding conversations.

✓ Organize bank records
✓ Update financial reports
✓ Gather filed tax returns

How Capital Connect Works

01

Identify your need
Tell us your business goal, how much funding you’re considering, and your timing.
02

Explore your options
Review available funding resources, provider requirements, and terms.
03

Prepare your next step
Organize your documents and apply directly through the provider when you’re ready.

Best for:
- Working capital
- Payroll
- Inventory
- Seasonal expenses
Partner lenders:
Best for:
- Semi-trucks
- Box trucks
- Construction equipment
- Restaurant equipment
- Fleet expansion
Partner Lenders:
- Rok Financial
- South End Capital
Best for:
- Fast approvals
- Businesses with strong monthly revenue
- Short-term cash-flow needs
Partner Lenders:
- Rok Financial
- David Allen Capital
Best for:
- Business acquisitions
- Commercial real estate
- Expansion projects
- Franchise purchases
Partner Lenders:
- TruFin
- South End Capital
Best for:
- Emergency expenses
- Debt consolidation
- Major purchases
- Home improvements
Partners:
- Preferred Funding Group
- TruFin
Best for:
- First-time homebuyers
- Refinancing
- Investment properties
- Renovations
Partners:
- South End Capital
- TruFin

Complete the form and tell us what you need. We’ll help you with identifying your next steps.