Confidential Intake

Capital Advisory Engagement

Client Intake

Welcome. This intake allows our advisory team to understand your business, your capital goals, and where you are in your growth trajectory. There are no wrong answers — the more clearly you describe your situation, the more precisely we can design a strategy for you.

Your Contact Information

Full Name*

Email Address*

Mobile Number*

Business Name*

Your Role / Title*

Your Business

Legal Business Name*

Business Address (City, State, Zip)*

Industry / Sector*

Year Established*

Where is your business right now?*

Select the stage that best describes where you are today.

Pre-revenue / Concept StageGenerating First Revenue (< 1 year)Early Growth (1–2 years in)Established & Scaling (2–5 years)Mature Business (5+ years)Acquiring or Expanding an Existing Business

What does your business do?*

Briefly describe your product or service, who you serve, and how you generate revenue.

Number of Employees (Full-Time)

Business Website (if any)

Your Capital Objective

This section is the foundation of your advisory strategy. Be as specific as possible — vague goals produce generic solutions. Your honesty here directly determines the quality of the capital plan we build for you.

Describe your capital goal in your own words.*

What will this funding accomplish? What changes in your business once you have it?

What is your timeline to funding?*

As soon as possible (within 2 weeks)Within 30 daysWithin 60–90 daysI'm planning ahead — 90+ days

What type of funding do you believe fits your situation?

Select all that apply. If you're unsure, that's what we're here for — just leave this blank.

Revolving Credit & Unsecured Facility

Unsecured revolving credit gives your business a reusable line of capital — no collateral required. You draw what you need, repay, and draw again. This product is ideal for businesses that need flexible, ongoing access to working capital rather than a one-time lump sum. Our advisory team can structure access to $10K–$450K through coordinated placement.

Is a revolving or unsecured credit line part of your capital strategy?*

Yes — this is my primary needYes — alongside other fundingNot sure — open to guidanceNo — other product preferred

How do you plan to use a revolving line?

Revolving credit works best for recurring, cyclical, or unpredictable capital needs — not single large purchases.

Smooth out cash flow between revenue cyclesCover payroll or operating costs during slow periodsFund vendor payments or supplier termsSupport multiple client projects simultaneouslyMarketing and business development spendBuild a financial safety net / operating reserveScale multiple draws over time as the business growsOther

Do you currently have any personal or business credit lines?

No existing linesYes — personal onlyYes — business onlyYes — both personal and business

Have you previously applied for a business line of credit?

If declined previously, no need to elaborate here — we'll discuss during your advisory session.

No — first timeYes — approved and in good standingYes — approved but now closedYes — was declined

Are you open to a phased approach — building your total line across multiple strategic placements?

Many clients reach $150K–$450K in total revolving access through 2–3 coordinated applications timed over 60–90 days.

Yes — preferredYes — if necessaryI need the full amount in one placementI'd like to discuss this in my advisory session

Business Financial Snapshot

This section helps us identify which capital products you qualify for and at what tier. All figures are estimates at this stage — supporting documentation will be requested separately at the appropriate time.

Average Monthly Revenue (last 3 months)

Primary Decision-Maker Personal Credit Score (approximate)*

This is one of several factors — not a single determinant. Please select the closest range.

Business Tax Returns on File

Yes — 1 year on fileYes — 2 or more years on fileNo — we are a startup or pre-filing

Do you currently carry any outstanding business debt?

No existing business debtYes — less than $50K outstandingYes — $50K–$250K outstandingYes — over $250K outstanding

Existing Loan Details (optional)

Approximate balances, monthly payments, lenders, or maturity dates — anything that helps us understand your current debt picture.

Do you have an established business banking relationship?

Yes — over 2 yearsYes — 1–2 yearsYes — under 1 yearNo — currently using personal accounts

Real Estate & Project Financing

Complete this section only if your funding request involves a real estate purchase, rehabilitation, or investment property.

Does your capital request involve real estate?

Property Status

Already under contractActively searchingProperty is already ownedNot applicable

Approximate Purchase Price or Project Value

Prior Experience with Similar Projects

This is my first project1–2 completed3–5 completed6 or more completed

Down Payment or Equity Available for This Project

Yes — fully availableYes — partial, need assistance with the remainderNo — seeking full financing

Anything Else We Should Know

Use this space to share anything that helps us understand your full picture — your business model, a challenge you're navigating, a deal you're trying to close, or a goal you haven't been able to fund yet. The more context you give us, the more targeted your advisory session will be.

Name of person who referred you (if applicable)

Authorization

By completing and submitting this intake, I confirm that the information provided is accurate to the best of my knowledge. I authorize Summit Wealth to use this information for the sole purpose of evaluating capital alignment and preparing advisory recommendations. I understand that this submission does not constitute a funding commitment, and that all information shared is held in strict confidence.

Signature*

Date*

Printed Name*

Held in strict confidence.

Admin

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