SIERRA CAPITAL ADVISORYA division of Sierra Marketing, Inc. · Established 2017

CONFIDENTIAL CAPITAL INTAKE

Business financing, structured around your objectives.

Provide the information below so our advisory team can evaluate available commercial financing structures, maximum eligible capital, and potential cost improvements.

✓ No obligation to accept✓ Nationwide financing access✓ Confidential review

Commercial Finance•Strategic Capital Advisory•Long-Term Capital Relationships

Capital requestMost applicants finish in 5–7 minutes

01Business
02Ownership
03Request
04Obligations
05Documents
06Authorization

THE COMPANY

Business information

Tell us about the company requesting financing.

Legal Business Name DBA / Trade Name Business Address City, State, ZIP Business Phone Business Email Website Entity Type Federal EIN Business Start Date Industry / Type of Business

PRIMARY PRINCIPAL

Ownership & guarantor

Information for the primary owner of the business.

Restricted informationPersonal information is collected only for commercial financing evaluation and identity verification.

Full Legal Name Title Ownership % Date of Birth Mobile Phone Owner Email Home Address City, State, ZIP Full SSN Encrypted in transit and restricted to authorized review.

CAPITAL OBJECTIVE

Financing request & financial profile

Estimates are acceptable when exact figures are unavailable.

Amount Requested Average Monthly Revenue Average Monthly Deposits Primary Use of Funds Business Bank Name Average Daily Balance Negative Days / Month

CURRENT CAPITAL

Existing business financing

Include current loans, advances, lines of credit, and other obligations.

Does the business currently have financing? Yes No

Current Lender(s), Balance(s) & Payment(s) This allows us to evaluate consolidation, payment reduction, and additional-capital options.

SUPPORTING MATERIALS

Required documents

Upload clear and complete PDF, JPG, or PNG files. Maximum 15 MB per file.

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Business bank statements Most recent 3–6 monthsChoose file

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Owner photo ID Driver license or government-issued IDChoose file

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Voided business check Clear image or PDFChoose file

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Protected document handling Files are stored separately from the public website and are available only to authorized Sierra Capital Advisory staff.

FINAL REVIEW

Certification & authorization

Please review the terms before signing.

I certify that the information provided is true and complete. I authorize Sierra Marketing Inc, Sierra Capital Advisory, and their financing partners to verify the information provided and obtain business and consumer credit reports for commercial financing evaluation. I consent to communications by phone, text, and email regarding this request.

Broker disclosure: Sierra Marketing Inc, operating as Sierra Capital Advisory, is an independent commercial finance broker and is not a direct lender. We may submit this application to one or more financing providers. Approval, pricing, terms, and funding decisions are made solely by the provider. Submitting an application does not guarantee approval or funding. Broker compensation may be paid by the financing provider and/or disclosed separately where applicable.

Privacy: Information collected is used to evaluate and process commercial financing requests, verify identity and business information, comply with law, and communicate with financing partners and service providers involved in the request. We do not sell personal information.

Electronic Signature Printed Name Date

I have read and agree to the certification, authorization, broker disclosure, and privacy terms above.

Encrypted connectionProtected storageRestricted access

Do not close this page while documents are uploading.