Home Small Businesses Lenders & CDFIs About FAQ Contact Free Readiness Check Book a call Español

Free Readiness Check

Five minutes. No credit pull, no Social Security number. This is a self-assessment, not a credit application. You'll see your readiness tier and next step right away.

1. Your business

Business legal nameDBA (if any) Entity type Do you have an EIN? StateCounty IndustryWebsite Your nameEmail PhoneYour ownership % Time in business Employees (full-time equivalent)

2. Financials

Annual revenue Profitable last tax year? Bookkeeping Taxes filed and current? Any tax liens? Any merchant cash advances (MCA)? Existing business debt (total $)Monthly debt payments ($)

3. Credit

Owner credit score range Business credit file (D-U-N-S, trade lines)? Bankruptcy in the last 7 years? Foreclosure, judgments, or collections (7 yrs)?

If yes to either, briefly explain

4. Financing goals

Rough amount you're considering Type of capital you're exploring Intended use When you hope to approach lenders Cash you can put in (% of project)

Collateral available (check all that apply) Real estateEquipment / vehiclesReceivables / contracts

5. Documents you have ready 2–3 years business tax returns2–3 years personal tax returns Current year-to-date P&LCurrent balance sheet Last 6–12 months of bank statementsBusiness debt schedule Business planFinancial projections Contracts / purchase ordersBusiness licenses Formation docs / operating agreementA/R and A/P aging Personal financial statementOwner resume Insurance certificates

6. Consent I agree to be contacted about my results. I understand this is not a loan or credit application, no credit is pulled, my answers are not sent to any lender, and Coinfish Capital Advisors is a consulting firm. See Privacy.

Coinfish Capital Advisors LLC · 160 Adams Avenue, Unit D PMB 1008, Hauppauge, NY 11788 · Based in New York, serving businesses nationwide · [email protected] · (347) 589-3497

Coinfish Capital Advisors is a consulting firm. We are not a lender, loan broker, broker-dealer, or investment adviser, and we do not make, fund, arrange, broker, or guarantee loans or investments. We do not take success fees. Financing decisions are made solely by lenders. Disclaimer · Privacy · Terms · Accessibility

☎ Call ✉ Text