BestFundingSource (BFS) | Institutional Capital

Capital Readiness Audit

AG Global Advisory Business Financing Qualification Questionnaire

Contact Information

Owner's Full Name:

Phone Number:

Email Address:

Business Information

1. What is the name of your business?

2. What industry does your business operate in?

3. How many years has your business been in operation?

4. What is the legal structure of your business (e.g., LLC, Corporation)?

5. Where is your business located (city, state)?

Financial Health

6. What is your business's annual revenue for the past fiscal year?

7. Is your business currently profitable? (Yes/No)

8. Does your business have any outstanding loans or debt obligations?

9. How well does your business manage cash flow? (e.g., Excellent, Good, Poor)

Financing Needs

10. What is the primary purpose of the financing you are seeking?

11. What is the estimated amount of financing your business needs?

12. Are you currently working with any other financial institutions?

13. When do you need the financing to be in place?

Business Growth Plans

14. What are your business growth goals over the next 1-3 years?

15. Are you planning to expand or invest significantly in your business soon?

16. What is your projected revenue growth for the next fiscal year?

Creditworthiness

17. Do you know your business’s credit score? If yes, please provide the score.

18. Do you know your personal credit score? If yes, please provide the score.

Additional Information

19. Are you able to provide any collateral to secure financing?

21. Do you have a preference for a specific type of financing?

20. Are there any specific challenges or risks facing your business?

Institutional Path to Middle Market Funding.

Target Deal Size

AI-Powered Risk Intelligence & Rapid Execution.

Capital Readiness Audit

Contact Information

Business Information

Financial Health

Financing Needs

Business Growth Plans

Creditworthiness

Additional Information

Institutional Path to Middle Market Funding.

Target Deal Size

AI-Powered Risk Intelligence & Rapid Execution.

Capital Readiness Audit

Contact Information

Business Information

Financial Health

Financing Needs

Business Growth Plans

Creditworthiness

Additional Information

Audit Submitted