Process

Confidentiality and Speed

Calvert Corporate Funding always begins by signing a confidentiality agreement with an officer of your company. We then begin learning more of your business by direct conversation. If appropriate, we will visit your office or location to gain more knowledge. Our intent is to better understand your current financing needs and past financing practices. This initial diligence on your business will provide the framework for identifying the proper set of options we may present for your consideration. We should be able to give you a quick response on our ability to secure your capital requirement in a matter of days.

Assembling Financial Data

We then assemble a package of financial information from data you help us collect. This package might include profit & loss statements, current balance sheets, cash flow analysis and other pertinent background information. We will always maintain confidences as stipulated in the agreement signed by both parties.

Connecting With Lenders and Investors

This information will then be delivered to lenders and/or investors with whom we have made an initial contact for show of interest. In general, we expect a response within one week of data submission. You can expect frequent updates from our offices regarding the ongoing status of your application.

Approval and Closing

When your application is approved, we will then coordinate the closing with you and the lender/investor. We expect the entire process to last approximately 45-60 days, depending on the assignment’s complexity and the lender/investor’s due diligence requirements.