The CGFS process

A disciplined path to the right capital source.

From initial assessment through lender due diligence, we help qualified clients navigate the capital placement process.

01

Submit your request

Provide the essential details of your business, project, capital requirement, use of funds, and proposed security.

02

Initial review

Our team reviews the opportunity, typically within 24–48 hours for qualified and sufficiently documented requests.

03

Funding strategy

We assess the likely financing structure and identify appropriate lending or investment sources.

04

Capital presentation

Qualified opportunities are presented to sources whose criteria and appetite align with the request.

05

Due diligence

An interested provider conducts independent underwriting, valuation, legal, and financial review.

06

Closing & funding

Upon final approval and completion of all conditions, the transaction may proceed to closing.

Capital starts with a conversation

Funding request of $1 million or more?

Submit the opportunity for an initial review by our commercial finance team.

Request funding ↗