Business and Project Finance Intake

We’re Here to Help You Move Forward.

Tell us about your business or project and financing needs.

Our team will review your information and connect you with potential funding solutions that may be right for you.

Secure & Private

Your information is protected and handled with care.

Business Information

Business Name

DBA Name

Business Sturcture

Business Registration

EIN / Tax ID number

Business Website (If Any)

Phone

Years in Business

Number of Employees

Business Address

Address

Apt, Unit, Suit

City

State

Zip Code

Financing Request

Amount Requested

Financing Purpose

Preferred Term / Duration

Desired Funding Timeline

Project / Use of Funds Details *

Business Financial Overview

Annual Revenue (Approx.)

Monthly Revenue (Approx.)

Credit Score Range (Business)

Monthly Debt Payments (Approx.)

Existing Debt (Approx.)

Liquidity / Cash on Hand (Approx.)

Has your business ever declared bankruptcy?

Are any tax liens or judgments currently active?

Additional Info. Consent and Acknowledgments

Additional Comments

I authorize PFH Access to contact me regarding my business or project finance inquiry.

I have read and agree to the Privacy Policy and Terms of Use.

I understand that submitting this form does not guarantee approval or funding.

I authorize PFH Access to review the information provided to identify potential financing options.

What Happens Next?

We Review Your Information

A PFH specialist reviews your intake and may reach out with a few questions.

We Identify Potential Options

We evaluate your business and project to identify financing resources that may be a good fit.

We Connect You

We connect you with the right lenders or funding professionals, if applicable.

You Decide

You choose what works best for your business.

Important Notes

PFH Access is not a lender and does not make lending decisions.

We do not determine rates, terms, or eligibility.

All financing is subject to the policies and approval of the lender or funding provider.

Your Privacy Matters

We are committed to protecting your information. Your data is used solely for evaluating your request and will never be sold or shared without your permission.

Have Questions?

Our team is available

Monday - Friday

9:00 AM – 6:00 PM EST

240-226-3863