Working capital
Keep day-to-day operations moving while you manage payroll, inventory, and timing gaps.
Business funding, without the guesswork
Fast funding conversations for growing businesses.
Connect with a funding advisor and compare practical options for working capital, expansion, equipment, and cash-flow needs.
$20K-$500KTypical funding requests
1-on-1Advisor follow-up
SimpleContact-first process
Funding options
Capital for the moments that move a business forward.
Use the contact form to start a conversation. Your advisor can help identify which path fits your company and timeline.
Equipment
Plan for equipment upgrades, technology, vehicles, or office improvements.
Expansion
Support a new location, added staff, marketing, or a larger operational footprint.
Refinance review
Talk through existing obligations and whether a cleaner structure may be worth exploring.
How it works
A cleaner way to start a funding conversation.
Start with basic contact details and a short note about your goal. From there, a specialist can follow up with relevant next steps.
- Funding options shaped around business revenue and goals.
- Clear next steps from a dedicated funding advisor.
- No sensitive personal data requested on the contact form.
1
Tell us what you need
Share your company, contact details, and the funding goal.
2
Review options
An advisor follows up with a practical path based on your request.
3
Move with confidence
Compare terms, timing, and use cases before deciding.
Who we support
Built for owners who need clarity before capital.
From local operators to professional practices, the experience is structured around practical cash-flow needs.
Professional services
Support firms managing staffing, client demand, equipment, and growth initiatives.
Healthcare practices
Plan for technology, treatment rooms, practice improvements, and operating needs.
Local operators
Help restaurants, trades, retailers, and service companies start a funding conversation.
Client perspective
A focused process, from first question to next step.
Replace these sample quotes with real customer feedback after launch.
The process felt organized from the first message. We had a clear contact path instead of a confusing application maze.
Owner, regional service companyI liked that the first step was a simple conversation. We shared our goal and got useful direction on next steps.
Managing partner, clinic groupThe site made it easy to send the right details and avoid putting sensitive information into a web form.
Founder, retail operatorFAQ
Questions before you contact us.
How do I access my loan agreement?
After your loan documents are signed by you (as well as any co-borrowers on the loan), a copy of your completed loan agreement is emailed to you via DocuSign. Look for an email from DocuSign (docusign.net) and select “View Completed Documents” to access and download your agreement. We recommend saving a copy for your records.
Can I make extra payments or pay off my loan early?
Many loans allow additional payments or early payoff, though terms vary by loan product. Your loan agreement outlines whether partial payments or early payoff are available, and how payments are applied to your balance.
Can I set up automatic payments?
Yes. Automatic payments are typically set up during the loan application and funding process, using the bank account you provided. Your payment amount, withdrawal date, and bank details are included in your loan agreement. In most cases, no additional setup is required after funding.
How do I change my bank account for my loan payments?
If you need to update the bank account used for loan payments, this change is completed with assistance from our Client Services team to help protect your account security. You may be asked to provide confirmation details (such as a voided check or bank letter) before the change takes effect. Bank updates typically apply to future payments, rather than payments scheduled in the immediate billing cycle.
Contact Us
Tell us where to send the next step.
Send your name, email, phone, company, and a short note. Shopify will email the message to the store contact email configured in your Shopify admin.
- Use this form for contact details and business context.
- Do not submit SSN, bank passwords, or full card numbers.
- Response timing depends on your store team's email workflow.