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How to Prepare Your Business for a Financing Application

Learn what to have ready and how the Ellwell Capital financing proposal process works.

Getting a financing proposal from Ellwell Capital is simple, and most of the work is just having a couple of documents ready before you start.

What you'll need

  • Recent bank statements — typically your last 3-6 months. This is the main thing we use to understand your business and put together a real proposal, not just an estimate.
  • A few basic details about your business — name, industry, time in business, and approximate annual revenue.
  • What you're looking to use the financing for — a quick note is enough; you don't need a formal plan.

How the process works

Complete the short application.

It takes a few minutes and covers the basics about your business and what you're looking for.

Attach your bank statements.

This is the step that lets us actually put together real numbers for you, rather than a generic range.

We get back to you quickly with a proposal.

Once we have your statements, we move fast — you'll hear back with real terms to review, not another round of forms.

That's it. No lengthy paperwork upfront, no waiting weeks to find out what you qualify for. The faster your statements are in, the faster we can get you a proposal to look at.

Ready to see your options?

Share your business information and recent statements so the Ellwell Capital team can prepare a financing proposal.

Start Your Application