What’s in the file
A detailed report with projected P&L, balance sheet, cash flow and ratio analysis — built to the depth a credit officer expects for term-loan appraisal.
Credit Monitoring Arrangement statements for working-capital and term-loan assessment, tied consistently to your financials.
Your bank’s own application forms and annexures, filled completely and with no gaps that send a file back.
Net-worth statements, financial statements and the supporting documents a proposal stands on.
Clear, prompt responses to the questions raised during appraisal, so the file keeps moving forward.
Coordination with the branch from submission through to a sanction decision.
The covenants, in plain language
Every projection we build is solved so these sit at or above the levels an MSME term-loan appraisal looks for — and we explain what each one means for your business.
Build your checklist
Tick what you already have. We’ll take it from there — the button opens WhatsApp with your list ready to send. Nothing is stored on this site.
How it moves
A short call or meeting to understand the business, the purpose of the loan and what your bank will ask for.
We hand you a simple checklist. Our digital workflow keeps collection short and organised.
Project report, CMA data, forms and supporting papers — prepared consistently, cross-checked and made bank-ready.
The complete file reaches the bank, and we stay with it through queries until a decision.
Sectors we document
If a bank can appraise it, we can document it. A few of the businesses we regularly prepare files for:
Representative engagements
One short call is usually enough to tell you what your proposal needs and how long it will take.
