Prepare to apply

Gather materials. You must have:

a. Governing Documents (Bylaws, LLC Agreement, Charter, etc.)
b. Tax Letter confirming Public Charity Status (if applicable)
c. CDFI Certification (if applicable)
d. Key management bios or resumes
e. Board and committee rosters
f. Audited or management prepared financial statements

Submit an application online

Click ‘Start Application’, create an account, and answer questions about your organization and the purpose for which you are seeking capital through our online application portal. Upload basic information, like your annual report, audits, and business plan.

Confirm your eligibility

We will be in touch within 14 days to discuss your status and next steps, including referrals to other capital providers if warranted. If eligible, we will ask you for additional information to learn more about the request.

Review and Due Diligence

If your organization qualifies, the underwriting and approval process can take from three to six months, depending on the nature of the application.

You’re done!

If you’ve been approved….
You will receive a letter of commitment and work with our staff to complete the transaction.

If you’ve been denied…
We will direct you to sources of capital that more closely address your needs, if possible.