Deal Submission - BiziConnect

Deal Submission Form

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1Referral Partner Information

2Company Information

3Financing Information & Documentation

Referral Partner Firm Name

Referral Partner Name

Referral Partner Email

Referral Partner Mobile

Type of Financing Requested*

Desired Funding Timeline*

Requested Financing Amount*

Annual Revenue*

Current Debt

What will the proceeds be used for?*

Collateral Summary

Documentation for Asset-Based Lending (ABL)

Business tax returns (Prior 2-years)
Business financial statements (Balance Sheet & P&L - Prior 2-years and YTD)
Current business debt schedule (All loans, advances, and obligations)
Bank statements (Last 6 months)
Current accounts receivable and accounts payable aging report

Additional Documentation

Inventory reports (By category, if applicable)
Equipment schedule (If equipment included as collateral)
Collateral appraisals (Inventory, equipment, receivables, if available)
Existing UCC filings and lien information

Note: Start with the documents you have on hand. Any remaining materials can be submitted at your convenience.

Documentation for Working Capital Solutions

Business tax returns (Prior 2-years)
Business financial statements (Prior 2-years and YTD)
Current business debt schedule (All loans, advances, and obligations)
Bank statements (Last 6 months)
Current accounts receivable and accounts payable aging report
Personal financial statement (For guarantors)
Personal tax returns (Prior 3 years, owners >20%)

Note: Start with the documents you have on hand. Any remaining materials can be submitted at your convenience.

Documentation for Equipment & Asset Financing

Business tax returns (Prior 2-years)
Business financial statements (Prior 2-years and YTD)
Current business debt schedule (All loans, advances, and obligations)
Bank statements (Last 6 months)
Equipment invoice, quote, or purchase agreement
Equipment details (Make, model, year, serial numbers)
Equipment appraisal or valuation (If used equipment or refinance)

Note: Start with the documents you have on hand. Any remaining materials can be submitted at your convenience.

Documentation for Bridge & Short-Term Financing

Business tax returns (Prior 2-years, if available)
Business financial statements (Prior 2-years and YTD)
Current business debt schedule (All loans, advances, and obligations)
Bank statements (Last 6 months)
Purchase agreement or existing loan payoff statement
Property or collateral details (Address and description)
Appraisal or broker opinion of value (If available)
Basic rent roll or income summary (If applicable)
Personal financial statement (For guarantors)
Exit strategy summary

Note: Start with the documents you have on hand. Any remaining materials can be submitted at your convenience.

Documentation for Acquisition & Growth Financing

Business tax returns (Prior 2-years)
Business financial statements (Prior 2-years and YTD)
Current business debt schedule (All loans, advances, and obligations)
Bank statements (Last 6 months)
Purchase agreement or LOI
Seller financial statements (Prior 2-years and YTD)
Sources and uses of funds
Equity injection amount and source
Buyer background (Resume or experience summary)
Personal financial statement (For guarantors)

Note: Start with the documents you have on hand. Any remaining materials can be submitted at your convenience.

Documentation for Commercial Real Estate Financing

Business tax returns (Prior 2-years)
Business financial statements (Prior 2-years and YTD)
Current business debt schedule (All loans, advances, and obligations)
Bank statements (Last 6 months)
Appraisal or broker opinion of value
Purchase agreement or refinance details
Rent roll and leases (If investment property)
Trailing 12-month operating statement (T-12)
Schedule of real estate owned
Personal financial statement (For guarantors)

Note: Start with the documents you have on hand. Any remaining materials can be submitted at your convenience.

Documentation for SBA & Government-Backed Loans

Business tax returns (Prior 2-years)
Business financial statements (Prior 2-years and YTD)
Current business debt schedule (All loans, advances, and obligations)
Bank statements (Last 6 months)
Owner and management resumes
Lease or purchase agreements
Business plan with financial projections
Personal tax returns (Prior 3 years, owners >20%)
Personal financial statement
Current accounts receivable and accounts payable aging report (If applicable)

Note: Start with the documents you have on hand. Any remaining materials can be submitted at your convenience.

Documentation for Bespoke & Structured Credit

Business tax returns (Prior 2-years)
Business financial statements (Prior 2-years and YTD)
Current business debt schedule (All loans, advances, and obligations)
Bank statements (Last 6 months)
Capital structure summary
Asset schedules (If applicable)
Transaction overview or use-of-funds summary
Exit or capital event timeline

Note: Start with the documents you have on hand. Any remaining materials can be submitted at your convenience.

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Date

Deal Flow Process

Bizi Connect Deal Flow

At Bizi Connect, we value our referral partner relationships and are committed to making the deal process seamless, transparent, and rewarding. Below is a clear overview of how we work together to bring financing opportunities from submission to successful funding.

1. Referral Partner Submits Deal

Referral partners provides deal details through our intake form or by email, along with supporting documents.

2. Initial Review by Bizi Connect

We perform an initial screening and discuss internally with our deal team. Each submission is categorized as: Yes, Needs More Info, or No.

3. Client Introduction

Once a deal is green-lit, the referral partner introduces the client to Bizi Connect via email.

4. Bizi Connect Takes Over Deal Management

Our team engages directly with the client to gather information, answer questions, and drive the process forward.

5. Engagement Letter

We send an engagement letter to the client confirming our role, fees, and terms before lender outreach.

6. Lender Outreach

Bizi Connect prepares a professional borrower package and matches the opportunity with the most appropriate lenders in our network.

7. Referral Partner Updates

We provide periodic updates at key milestones (e.g., lender outreach underway, term sheets received, closing scheduled) so you always know where the deal stands.

8. Closing

We secure final terms and manage closing to ensure timely funding.

9. Referral Partner Compensation

After funding, Bizi Connect collects the success fee and pays the agreed referral fee within the agreed timeline.