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Deal Intake
Cash-Flow-First Risk Engine · v3.0
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Quick Test:
📄 Bank Statements
▼
📁
Drag & drop PDF bank statements here, or
click to browse
🏗️ Collateral Summary
▼
Inventory (up to 7)
Assets (up to 4)
Real Estate (up to 4)
👤 Contact & Company Info
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Contact
First Name
Last Name
Email
Phone
Job Title
Credit Score
—
750+
700 - 750
650 - 700
600 - 650
550 - 600
Less than 550
Referral Source
Company
Company Name
DBA
Website
Address
City
State
ZIP
Entity Type
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LLC
Corporation
S-Corp
Sole Proprietorship
Partnership
Non-Profit
State of Incorporation
Years in Business
Industry
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Construction
Healthcare
Manufacturing
Retail
Technology
Transportation
Food & Beverage
Professional Services
Other
Industry (Other)
Growth Outlook
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Rapid Growth (>20% YoY)
Growing (10-20% YoY)
Stable
Slowing
Declining
Business Summary
Primary Clientele
License Info
Personal Guarantee Offered
Litigation Disclosed
Revenue Growth Positive
🏛️ Ownership Structure
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📊 Financial Performance
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Typical Monthly Revenue
Last Month Gross Revenue
Last Month Net Profit
Last Quarter Gross Revenue
Last Quarter Net Profit
Last Year Gross Revenue
Last Year Net Profit
Financial Obligations (Monthly)
💰 Financing Request
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Service Requested
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Working Capital
Equipment Financing
Invoice Factoring
Line of Credit
SBA Loan
Other
Requested Amount (USD)
Repayment Term
Finance Purpose
Supported Products/Services
Potential Value
Current Status / Demand
Total Collateral Value
Value Real Estate
Assets Value
🏦 Banking Info
▼
Institution / Bank Name
Primary Business Bank Account Name
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Verification
Underwriting
Export
Monitoring
