Our Process
A structured, four-stage approach that keeps your request organized and keeps you informed.
STEP 01
Share your financing goals and basic business information.
STEP 02
We assess the request and discuss potentially suitable financing programs.
STEP 03
We assist with documentation, business planning, and financial presentation.
STEP 04
We help coordinate next steps and information requests with financing sources.
01
Start with our four-step financing review or a conversation with our team. We'll learn about your goals, the amount and purpose of the financing, and your business.
02
We assess the request at a high level and discuss which financing programs may be suitable — such as SBA 7(a), SBA 504, or conventional options — and what lenders will likely want to see.
03
We provide a tailored checklist and a secure method for sharing documents, then help organize your financial information, business narrative, and use of proceeds into a clear presentation.
04
We help coordinate with financing sources as they review your request — keeping track of follow-up questions and additional information requests through to the lender's decision.
Final eligibility, rates, terms, and approval are determined by the lender and applicable program requirements. Sapphire Holdings does not approve, fund, or guarantee loans. Financing Disclosures
Start the conversation
Whether you're acquiring a business, purchasing commercial property, refinancing existing obligations, or planning your next stage of growth, Sapphire Holdings can help you explore the path forward.
