From Questionnaire to Lender-Ready in 5 Days

Startup or acquisition: If you're acquiring an existing business, we also ask about the seller's historical financials and the purchase price breakdown.

One sitting, no follow-ups: This is the only input we need from you. There are no follow-up interviews, no back-and-forth drafts, and no lengthy onboarding calls. The questionnaire is designed so that a business owner who knows their concept can complete it in a single sitting.

Guided questions: The more specific you are, the stronger your plan. But do not worry, our questions guide you through exactly what we need.

PowerPoint business plan: A professionally designed deck covering every section an SBA 7(a) lender expects: executive summary, company overview, market analysis, products and services, marketing strategy, management team, and financial projections.

Word document: The same content in a clean, text-based format that many lenders prefer for detailed review. Both documents are formatted to professional standards with consistent branding, clear section headers, and properly cited data.

Excel financial model: A fully built 5-year projection covering revenue by stream, cost of goods sold, operating expenses, staffing costs, loan amortization schedule, income statement, cash flow statement, and balance sheet. It includes loan repayment coverage calculations (the most important number your lender checks) for each year and break-even analysis.

Scenario analysis: We also include a scenario analysis showing your lender how the business performs even if revenue comes in below expectations. This is one of the details that separates a FundedPlan plan from anything you could put together yourself. Every formula is linked. Change one assumption and the entire model updates.