How It Works

From first call to funded

Every engagement follows the same path, so you always know where you stand and what comes next.

  1. Book a free consultation

    Spend 30 minutes with an Altima Business expert talking through your goals and what you need capital for.

  2. Submit your funding inquiry

    Tell us how much you need, what it's for, and how your business is performing. We review where you stand.

  3. Get funding-ready

    Through Loan Prep and our Financial Management team, we prepare your plan, your financials and your story.

  4. Meet the right capital partners

    We identify the lenders or investors that fit, structure the request, and make the connections.

  5. Close and grow

    We support you through the close and stay on as your support team for financial management and your next move.

Helpful to have ready

You don't need all of this to get started. Having it on hand speeds things up.

  • Recent profit and loss statement and balance sheet
  • Last two years of business tax returns
  • A list of current business debts
  • Your business plan or a short summary
  • How much you need and what it's for

Ready for step one?

Book your free consultation, or send your funding inquiry now and we'll come to the call prepared.

Ready to talk capital?

Start with a free, 30-minute consultation with an Altima Business expert.