Capital Assessment

Capital Assessment 2017-06-14T21:50:41+00:00

Can I Get a Loan?

Do you ever wonder:

  • How likely am I to get a business loan?
  • What business financing options make the most sense for me?
  • How can I save time, energy, and hassle in getting money for my business?
  • What is my game plan for getting the capital I need?

If any of those questions have ever popped into mind, consider getting a “Capital Assessment” from Ascent Funding.

What is a Capital Assessment?

It’s a one-on-one discussion and report that produces a roadmap for getting a business loan. It includes:

  • A summary of your unique strengths and weaknesses
  • Short-, mid-, and long-term recommendations for securing capital
  • A loan preparedness action plan for you and your business

How It Works: 3 Simple Steps

1. Gather Key Information.  Download and complete the Assessment form. It should only take a few minutes and estsimates are ok.

2. Request a Capital Assessment Session.

  • Submit your completed Assessment Forms below.
  • We will contact you to schedule your in-person, one-on-one session. A typical session is 45 minutes, but they can be as short at 15 minutes depending on the session event venue.
  • Presently,  Capital Assessments are FREE on a limited basis. NOTE: Availability cannot be guaranteed. We will reserve some sessions for minority-owned businesses, women-owned businesses, and businesses that operate in low income neighborhoods.

3. Meet with Us. During the session, you and your advisor will discuss a draft of your Capital Assessment. We’ll answer your questions, discuss your plan and send you a final version of your Capital Assessment soon after the meeting.

Request a Capital Assessment Session

Once you submit the necessary information, we will contact you to schedule a session. Requests are scheduled on a first-come, first-served basis. If you have any questions, please contact Marcy Newton [].

  • Accepted file types: doc, docx, pdf, jpg, gif, png.
  • By clicking SUBMIT, I acknowledge that I have read and agree to the Capital Assessment terms and conditions.

Upcoming Sessions

(none currently scheduled – contact us to inquire about availability)

Capital Assessment Resources

Assessment Form