Business Funding · Quick Initial Screen

Tell us what the business needs.

A short, free first-stage check to help us identify whether there may be a sensible funding route. It usually takes about five minutes. It is not a funding application or paid engagement.

Step 1 of 4Business

25%

Business and ownership

The essentials we need to identify the business and understand its stage.

Your name *

Email *

Phone *

Business name *

Company number

How long has it been trading? *

What does the business do? *

Directors / owners and shareholdings

Is the business UK based? *

Are any directors not resident in the UK?

Funding requirement

Tell us what is required and what it needs to achieve.

Amount required *

How quickly is it needed? *

What will the funding be used for? *

How will the funding be repaid or create a return? *

Is further funding likely after this? *

Which types of funding would you consider? Select all that apply. *

Would you consider giving up shares for investment? *

Financial position

Approximate figures are fine for this initial screen. Enter a loss as a negative number.

Approx. annual turnover

Approx. current monthly turnover

Approx. annual profit / loss

Years of accounts available

Are the latest accounts up to date? *

Profitable years in the last three *

Are recent management accounts available? *

Recent trading trend *

Existing business borrowing or facilities

Any HMRC arrears or payment plan? *

Cash flow, assets and credit

Only answer the extra questions that apply to your business.

Does the business invoice other businesses? *

Does the business own property? *

Other significant business assets

Director property potentially available as security? *

What security could the directors consider? *

Directors’ personal credit *

Any CCJs, defaults or significant adverse credit? *

Any previous bankruptcy or IVA? *

Any previous company insolvency involvement? *

Any current legal, creditor or insolvency issues? *

Have you already approached any lenders, banks or investors?

Anything unusual or important we should know?

This is an initial information screen, not a credit decision, valuation, investment recommendation or guarantee of funding.