Business funding preparation and commercial lender introductions
Basis Partners helps South African businesses prepare funding applications and approach suitable commercial lenders. We assess the funding requirement, develop the financial information and support the application process.
What we help with
These are areas of advisory and application support. Basis Partners does not provide the loans itself, and not every lender offers every product.
- Working capital requirements
- Purchase order and contract funding applications
- Project and expansion funding preparation
- Financial forecasts and repayment analysis
How the process works
Understand
Understand the business, funding purpose and repayment source.
Review
Review the available information and identify gaps.
Agree
Agree the scope of work and fees.
Prepare
Prepare the application and identify suitable commercial lenders.
Coordinate
Coordinate introductions, lender questions and follow-up.
Lenders apply their own eligibility criteria and make their own credit decisions. Funding is not guaranteed.
Information to prepare
Requirements vary by lender and transaction. This is a practical starting list.
- Company details and ownership
- Financial statements or management accounts, where available
- Bank statements requested by the lender
- Cash flow forecasts
- Funding amount and use of funds
- Evidence supporting the repayment source
- Relevant orders, contracts, invoices or supplier quotations
Please do not upload confidential records through the public enquiry form. We will agree a suitable way to share supporting information after the initial discussion.
Frequently asked questions
Does Basis Partners provide the loan?
Basis Partners provides advisory, preparation and introduction support. The funding is provided by the lender.
Can you introduce my business to a lender?
Yes. Where there is a suitable fit, we can introduce a business to commercial lenders and help coordinate the application.
Can you help if my financial information is incomplete?
We can review the available information and identify what needs to be prepared before an application is made.
Is funding guaranteed?
No. Lenders assess applications against their own requirements and make their own credit decisions.
How much funding can you help with?
Suitability depends on the business, the funding purpose and the lender’s requirements. Tell us the approximate amount and what it will be used for.
How are fees agreed?
We agree the scope, fee basis and payment triggers in writing before work begins.
Tell us what your business needs.
A short description is enough to start. We will tell you whether we can help and what the next step would involve.