Complexity, Meet Clarity
Bankable works with you every step of the way to get the support your business needs.
Discovery & Documentation
- Together we will discuss your business, present situation, and financing needs.
- Bankable will provide you with a checklist of items required to put together a lender's proposal.
- You, our client, will upload all required documentation via a secure platform and login.
Analysis & Engagement
- Bankable will assess all documentation and develop a clear and concise lenders' proposal summarizing your business, request, financial analysis, and supplementary folio of required documents.
- Upon agreement for Bankable to broker debt placement, we'll then share the document with our network of lenders with a non-disclosure agreement to be signed by Bankable and Lender before sharing any information.
- Lenders will provide Bankable with their assessment and discussion paper or term sheet outlining their proposed lending facilities, associated fees and interest rates, collateral structure, covenants, and pre-disbursement conditions.
Proposal & Acceptance
- Bankable will review all discussion papers and term sheets with you, our client, explaining all offers and deciding on the best term sheet to sign and proceed with a formal application.
- You, our client, agree to proceed with the best offer and engage directly with the lending institution to continue the application process. Bankable will serve as the intermediary until the funding date and assist in collecting additional information needed.
Funding & Introductions
- You, our client, receive funding once all appropriate lending institution documentation is in order and all securities are in place.
- You now proceed with your new relationship with the lending institution and your relationship manager.