New Client Inquiry - Northwest Oregon - Region #1

Name*

First Last

Company Name*

Address*

Street Address Address Line 2 City State ZIP Code

Email*

Phone*

Please tell us a little about your business...

Are you a start-up or an existing business?*

How many years has this business operated?

What industry/sector is the business part of?*

What type of business is it?*

Number of full-time employees?*

Number of part-time employees?*

How much capital are you looking for?*

Reason for capital?*

How much cash do you have available to invest in this business?*

Have you been denied access to capital by a lender?*

What is your timeline for your capital needs?*

Using a 5-star rating, how would you rate your credit score?*

(1 = less than good) (5 = excellent)

I have an updated business plan.*

I have 24 months of month-by-month financial projections.*

I have 3 years of personal tax returns.*

I have 3 years of business tax returns (for this existing business).*

I have completed an updated Personal Financial Statement.*

I have my credit report available to review.*

Are you currently working with your local Small Business Development Center (SBDC) on getting funded?*

How did you learn about the OSBDCN's Capital Access Team?*

If you received a referral to the Capital Access Team, please share specifically who referred you and from where.

Example: (Jeff Jacobs - SBDC Advisor - Lane Community College SBDC - Eugene)

Email

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