Amount and purpose
Use the actual purchase or operating gap to explain how much funding you want to explore.
Business financing referrals · Service businesses
Explore funding for the resources behind your client work.
Service firms may need equipment, project support or operating resources before a client invoice is paid. Describe the expense and the business period it relates to.
Follow the steps
How to submit your business details
Trading profile
Answer the questions about monthly revenue, time in business and your industry.
Contact details
Check the owner and business contact information, read the disclosures and complete SMS verification before sending.
Service businesses · funding preparation
Look at when money comes in and goes out
Explain recurring retainers separately from one-off engagements. The amount invoiced and the date it is expected to be paid can both affect how a financing obligation fits the business.
Planned purchases
Explain the costs behind your plans
Office equipment
Computers, secure storage and communications equipment can be part of a planned upgrade. Include setup and migration costs where they apply to the purchase.
Project capacity
A signed engagement may require specialist support or temporary staff before a milestone payment. Connect those costs to the agreed scope of work.
Costs of keeping work moving
Payroll, premises and software bills may fall between client receipts. Identify the specific payment gap instead of grouping all future overheads into one figure.
Consider the full cost
Points to check in a financing offer
Amount available
Confirm how much of the offered amount would actually reach the business.
Repayment cost
Look at all repayments and fees over the agreement rather than a single quoted rate.
Contract conditions
Read security, guarantee, early-payment and default provisions before agreeing.
Understand our role
Understand the service before applying
How does the referral service get paid?
Your submitted business and contact information may be sold to as many as five funding partners for follow-up. Partners pay us for the referral regardless of its funding outcome, and we do not charge you to apply.
How are funding terms set?
Sending the form does not guarantee an offer or approval. Funding partners assess the business against their own requirements and set the conditions of any financing.
How long can a review take?
A supplier deadline does not establish how quickly a funding partner can respond. Confirm the provider’s process before relying on financing for a payment.
What contact permission am I giving?
Check how your information will be used and who may contact you before you send the form. The SMS code verifies your number; the separate consent text describes communications.
Begin with the purpose
Put your next business expense into a request
Start the form with a defined amount, a business purpose and current trading information.