Commercial & Business Capital Pre-Screen
Request a Capital Review
Share a few details about your business, ownership, credit profile, capital need, and financial position so Beacon Bridge Partners can evaluate potential financing paths before a formal application.
This preliminary review is not a loan approval, commitment to lend, or guarantee of funding.
Start the Pre-Screen
A better review starts with better information.
This pre-screen helps us understand your business, ownership, credit profile, capital need, and financial position so we can identify potential financing solutions tailored to your goals.
Completing this form does not impact your credit score. It simply allows our team to assess potential options before a formal application.
Documents Typically Required for Formal Underwriting
The initial form may be reviewed without these documents, but moving into formal underwriting will generally require documentation. Requirements vary by lender, program, transaction type, and borrower profile.
Corporate Tax Documents
Past 3 years. Complete federal tax returns for the business entity, including K-1s, schedules, and forms.
Personal Tax Documents
Past 3 years. Complete federal tax returns for all owners with 20% or more ownership.
Interim Financial Statements
Within 90 days. Current year-to-date Profit & Loss statement and matching Balance Sheet.
Business Debt Schedule
Current liabilities. List of outstanding commercial notes, lines of credit, equipment leases, MCA obligations, and other business debt.
Transaction Documents
Executed or draft copies, if applicable. Asset Purchase Agreement, Letter of Intent, Franchise Agreement, FDD, purchase contract, project budget, equipment invoice, lease, or other transaction-specific documents.
Not sure how to answer every question?
Complete the form as accurately as possible. If something is uncertain, provide your best estimate. Our advisory team will review the information and follow up if clarification is needed.