Business financing referrals · Consulting businesses

Put the cost of delivering your next engagement into a plan.

Consulting work may require technology, research or specialist support before the client settles a milestone. Define the delivery costs and timing behind the funding request.

Illustration of consulting businesses and their working space

Review the details first

Compare the offer with your operating budget

01

Net proceeds

Check what the business would receive after any upfront deductions.

02

Total obligation

Ask for the complete amount payable, including charges and fees.

03

Payment dates

Compare the payment frequency with the dates the business normally receives cash.

Illustration of consulting businesses equipment and workspace
Illustration of consulting businesses equipment and workspace

Consulting businesses · funding preparation

Build the request around your budget

Use signed engagements and realistic billing milestones when explaining the need. An expected extension or proposal should not be presented as contracted consulting revenue.

Business costs

Purchases to include in your request

01

Business technology

Workstations, specialist tools and secure collaboration systems can involve upfront implementation. Keep those costs separate from continuing software subscriptions.

02

Project capacity

Associates, analysts and other specialists may need paying before the main client invoice clears. Use the engagement scope to identify the work and period involved.

03

Day-to-day business costs

Travel, payroll and office costs can continue while a project is awaiting approval or payment. Describe the defined gap and distinguish confirmed receipts from pipeline opportunities.

Prepare your details

Bring your business details together

Have current revenue figures and operating history nearby before starting the form.

  • 01The amount needed, its purpose and the payment date
  • 02Monthly business receipts and operating history
  • 03Your industry, business name and estimated credit band
  • 04Owner contact information and access to a mobile phone

How requests work

From request to provider review

01

Define the request

Enter the amount, intended business use and the date the expense needs to be covered.

02

Describe the business

Provide your revenue range, operating history, industry and approximate personal credit range.

03

Check and submit

Review the answers and consent details, confirm your mobile number and submit the completed application.

Before completing a request

Questions about our funding referral service

How is my information shared?

We sell application and contact details to up to five funding partners, who may contact you about financing. We receive payment for referrals whether or not funding is provided; there is no application fee for this service.

Who decides on an offer?

An application is a request for consideration, not a financing approval. Each provider decides eligibility, any available amount and the terms it is willing to offer.

When might a provider respond?

The date selected in the form describes your need, not a promised funding date. Provider checks, documents and the agreement determine the actual timetable.

Why is mobile verification needed?

Read the Terms, Privacy Policy and contact consent before submitting. Mobile verification confirms access to the number entered and is separate from agreeing to calls or texts.

Your next step

Tell us what your business needs to fund

Use the business expense and payment schedule you have prepared to begin the funding application.