The FundingRange blog

Know how funding works before you ask for it.

How lenders read a file, what moves a funding range, and which kinds of capital fit which business. Written for owners deciding their next move and for the agencies that advise them.

A man gesturing as he talks with colleagues at a table with a laptop

For agencies

What to say about a funding range, and what to leave out

A range is the most useful thing a rep can share, and the easiest to turn into a promise by accident. Here is how to say it so it holds up.

Oct 26, 20265 min read

Colleagues around a wooden table writing notes beside a laptop

For agencies

Five facts to collect before the first funding call

Purpose, time in business, revenue, ownership and existing payments. With these five, a funding call becomes a plan instead of a guess.

Oct 26, 20265 min read

A man in a pink shirt reading a document at a desk beside a laptop

For agencies

Adverse action notices, explained for agencies

When a decision rests on a consumer report, a notice may be owed. Here is what it contains, who sends it, and the habits that keep you on the right side of it.

Oct 26, 20265 min read

Three colleagues leaning toward a laptop screen in a bright loft with large windows

For agencies

Adding a soft-pull check to your funding intake

Qualifying a lead before the first call saves everyone time. Doing it well comes down to who you check, what you show them, and what you keep.

Oct 26, 20266 min read

A smiling agent wearing a headset, seated at a desk with a computer monitor

For agencies

Consent on file before the call: a yes you can show

Capture the yes at the moment of the ask, from a form or a phone call, and make it hard to change. Here is what the record holds and why it makes the call easier.

Oct 26, 20265 min read

Read enough? See your own number.

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