Funding Assessment

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Basic Information – Step 1 of 4

Legal Business Name: *

Please list your business’ full legal business name. This helps us accurately begin our behind-the-scenes assessment process.

Your Name: *

First

Middle

Last

Your name helps us confirm your identity in our systems.

Your Personal Email *

After submission we will use your email address to begin your business funding journey with Overlap Capital.

Your Personal Phone: *

We will be giving you a call within 24 hours to schedule and/or confirm your conversation with a Capital Advisor. We may also be contacting you via SMS to arrange as well.

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Now We Need More Details About Your Business

Date Business Was Started: *

The age of your business will become a key component in de-risking your business for capital. If you are unclear about the date be as accurate is possible. Or if recently acquired, time in business is how long have you owned this business (first day of revenue since the guarantor took over the business)?

State Business is Registered In: *CaliforniaFloridaNew JerseyNew YorkOklahomaTexasNot Listed

Businesses outside of the above states can be funding using our external partners.

Ownership *

Number of people (owners, members, shareholders, partners, etc.) own more than 20% of this business?

Business Website:

Your business website will give us insight into capital raising strategies. Underwriters and investors often visit your website to understand the services your provide and your messaging to your customers.

Business Phone:

A business phone number could separate you from your competitors. Having a business phone number separate from your personal number could mean the difference between lower or higher capital options.

Business Address: *

Address Line 1

Address Line 2

City

— Select state —AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingState

Zip Code

Please list the address of principal operations of your business.

Does your business have an EIN? *YesNo

An Employer Identification Number (EIN) is most notably used to establish a business’ independence from any other entity. This is critical for the capital raising process.

Employer Identification Number

Please provide your EIN?

Business Major Industry Focus: *Accounting(CPA)AerospaceAgriculturalAircraftApparelArchitectAttorneyAutomotive PartsAutomotive ServiceBankingBed & BreakfastBeverageBiotechChiropractorClothing DistributorClothing ManufacturerComputer HardwareComputer SoftwareConstructionConsultingConsumer ProductsContractorConvenience Store (No Gas)Convenience Store (With Gas)Couriers/MessengersDefenseDental TechnologyDentistDistribution/DistributorEducation RelatedElectronicsEnergyEntertainmentEnvironmentalExisting TechnologyFederal GovernmentFilm, Play, VideoFinancial ServicesFitnessFood ServiceForestry and FishingFuneral HomeGamingGarmentGasoline StationGovernment ContractingHealth ProductsHealthcareHi-TechnologyImport/ExportIndustrial ProductsInsuranceInternet/Online ServicesLegal ProfessionLodgingManufacturingMarineMarketingMedia ProductionMedical ("ologists")Medical (licensed)Medical (therapists)Medical TechnologyMobile Home ParksMorticianMunicipalNatural resourcesNew TechnologyOptometryPharmacistPharmaceuticalsPiece GoodsPrintingPublishingReal Estate RelatedResortsRestaurantRetailRetail DistributionRetail ManufacturingSecuritySemiconductorsServiceSpace TechnologyStaffingSub-ContractorTelecommunicationsTextilesTitled VehiclesTransportationTruckingVeterinary TechnologyVeterinarianWarehousing/StorageWaste or RecyclingWholesaleOther (Not on this list)

Here we want to establish the industry your company is considered as doing business in. We will compare it to our eligible NAICS list to explore your funding options.

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Average Gross Monthly Revenue: *$0 – $4,999$5,000 – $9,999$10,000 – $19,999$20,000 – $49,999$50,000 – $99,999$100,000+

The best approach for calculating monthly revenue is to take the average of the last 4 months of cumulative business bank statements. Four months is a typical range lenders and investors are comfortable decisioning against.

Total Monthly Credit Card Sales: *$0 – $4,999$5,000 – $9,999$10,000 – $19,999$20,000 – $49,999$50,000 – $99,999$100,000+

This helps us potentially pre-qualify you for the broadest assortment of lending products.

Amount Owed To You By Other Businesses: *$0 – $4,999$5,000 – $9,999$10,000 – $19,999$20,000 – $49,999$50,000 – $99,999$100,000+

This helps us potentially pre-qualify you for Receivable Factoring, Revenue Based Loans and/or Business Term Loans.

Current Amount of Purchase Orders: *$0 – $4,999$5,000 – $9,999$10,000 – $19,999$20,000 – $49,999$50,000 – $99,999$100,000+

This helps us potentially pre-qualify you for Receivable Factoring, Revenue Based Loans and/or Business Term Loans.

Total Amount of Equipment Owned Outright: *$0 – $4,999$5,000 – $9,999$10,000 – $19,999$20,000 – $49,999$50,000 – $99,999$100,000+

This helps us potentially pre-qualify you for Equipment Financing, Equip Sale Leasebacks, Truck/Utility Vehicles and in some cases Merchant Advances.

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Now We Need More Details About Your Personal Credit

Identification liens, Card

Do you have a bankruptcy showing on any credit report? *

• Yes
• No

Bankruptcies are typically the largest hinderance in pursuing lending options. We want to understand your situation as much as possible before proceeding.

Are there judgments, liens, or charge-offs on any credit report? *

• Yes
• No

Judgements, liens, charge-offs are typically a major hinderance in pursuing lending options. Though there are still options. We want to understand your situation as much as possible before proceeding.

Are you a homeowner?Select OneNoYes

Owning a primary residence can sometimes play a large role in conversations with potential lenders.

Personal annual income of this business owner: *$0 – $24,999$25,000 – $49,999$50,000 – $99,999$100,000 – $199,999$200,000+

This is your total annual personal salary or total owners withdrawals.

FICO® Score *

Please take your best estimate of the average between your personal Transunion, Experian & Equifax credit FICO® 8 Scores.

Begin Your Capital Journey

I/We hereby give permission to Overlap Capital LLC (“Overlap Capital”), or any agent or credit reporting agency that it may designate, to obtain any and all information concerning my/our assets and other credit matters, which they may require in connection with this credit Application. I/We specifically acknowledge(s) and agree(s) that (1) all statements which I/we have made in this Application are made for purposes of obtaining the financing, (2) verification and reverification of any information which I/we have supplied in connection with this Application may be made at any time by Overlap Capital, either directly or through a credit reporting agency, from any source named in this Application and the original copy of the Application will be retained by Overlap Capital, even if the financing is not approved, (3) Overlap Capital will rely on the information which I/we have supplied herein and I/we have the continuing obligation to amend and/or supplement that information if any of the material facts which I/we have represented should change prior to the total obligations under the credit Agreement being paid in full and (4) each Guarantor, upon request from time to time by Overlap Capital, will provide Overlap Capital with financial statements and such other information as Overlap Capital deems appropriate, all in form and detail satisfactory to Overlap Capital. This Application is part of a credit review process and additional information may be required. I/we authorize Overlap Capital to submit this Application and any credit reporting information obtained by Overlap Capital in connection herewith from credit reporting agencies to one or more banks or lending institutions. Any institution considering this Application will make its own credit decision regarding this Application. The sales representative submitting this Application cannot extend credit or commit to any financing or funding until a credit decision has been made by the appropriate institution.