The Workflow
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Step One
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Step Two
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Step Three
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Fundability Scorecard
✓
Your Info
2
Scorecard
3
Your Results
Financial
Cash Flow
Credit
Deal
Presentation
Category 1 of 5
Financial Presentation
0 / 5
Clean P&L statements for the last 2 years
Current balance sheet (within 90 days)
2+ years of business tax returns
All supporting documents organized and complete
Professional formatting and presentation
Category 2 of 5
Cash Flow Strength
0 / 5
6+ months of operating expenses in reserve
Consistent monthly income pattern
Debt service coverage ratio >1.25
Multiple income streams documented
Predictable revenue patterns
Category 3 of 5
Background & Credit Profile
0 / 5
Clean background — no open tax liens, child support, or criminal history
Personal credit score >680
No recent delinquencies (90+ days)
No open lawsuits or recent bankruptcy
Established credit history (3+ years)
Category 4 of 5
Deal Structure
0 / 5
Clear, detailed use of funds plan
Realistic ROI projections with support
Market analysis included
Clear exit strategy defined
Risk mitigation strategies addressed
Category 5 of 5 — Last one!
Professional Presentation
0 / 5
Professional website or online presence
Complete, organized loan package
Professional references available
Industry experience documented
Clear, professional communication style
Advancing your Endeavors.
(509) 823-0832
greg@endeavance.com
513 N 21st Ave, Ste C
Yakima, WA 98902
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