Network introductions
Make a useful financing introduction.
A chamber, adviser or business network can help a member explain a funding need. The first introduction needs relevant context and permission to share it.
What to check
Start with context the business agrees to share.
A clear introduction gives the business, partner and financing team a useful next step.
- Context
Describe the business and its financing purpose.
- Consent
Agree what information may be shared and with whom.
- Fit
Discuss the product and eligibility before gathering sensitive evidence.
- Follow-through
Keep responsibility for the next step visible to the business and partner.
What it means
Leave sensitive documents for an agreed process.
Describe the business, financing purpose and timing in the first discussion. Detailed customer records, contracts and financial documents should follow through an agreed secure channel.
Common questions
Does a referral improve the chance of credit approval?
An introduction can help establish context. It does not replace eligibility checks, credit assessment or the lender’s decision.