Application

Apply for Business Financing

Complete your application in 5 simple steps. All information is encrypted and kept strictly confidential.

Returning Client?
We can pre-fill your information.
Enter the email you used on your previous application.
1
Business
2
Owner
3
Financials
4
Documents
5
Review
Step 1 of 5
Business Information
Tell us about your business. All fields marked * are required.
Step 2 of 5
Owner Information
Personal information is encrypted before transmission and never stored in plain text.
🔒 Encrypted
🔒 Encrypted
Step 3 of 5
Financial Information
Help us match you with the right lenders and funding amounts.
Step 4 of 5
Upload Documents
Upload the documents you have available. PDF, JPG, PNG accepted. Each file must be under 10MB.
Business Bank Statements (Last 4 Months)
Select the month for each statement, then upload the file.
Month 1 — Most Recent *
📎 Click to upload PDF or image
Month 2
📎 Click to upload PDF or image
Month 3
📎 Click to upload PDF or image
Month 4
📎 Click to upload PDF or image
Month to Date — Current Month
📎 Click to upload PDF or image
Tax Returns (Last 2 Years)
Business Tax Return — Year 1 📎 Click to upload
Business Tax Return — Year 2 📎 Click to upload
Financial Statements
Balance Sheet 📎 Click to upload
Profit & Loss Statement 📎 Click to upload
Accounts Receivable Aging Report 📎 Click to upload (if applicable)
Identification
Government-Issued Photo ID * 📎 Driver's license or passport
Step 5 of 5
Review & Submit
Review your information before submitting. You can go back to make changes.

SBA Program Notice: SBA 7(a) and 504 loans are subject to SBA eligibility requirements, lender approval, and available funding. Captrivo is not an SBA lender — we are a licensed broker and financing consultant. Approval is not guaranteed. Terms and availability vary by lender and are subject to full underwriting. Not all businesses qualify for SBA programs.

General Disclosure: All financing products offered through Captrivo are arranged through third-party lenders. Annual Percentage Rates (APR), factor rates, fees, and terms vary by product, lender, and applicant profile. This application does not constitute a commitment to lend. Final terms are subject to verification of the information provided, credit review, and lender approval. Captrivo may receive compensation from lenders for successful referrals. Detailed cost terms — including the total amount financed, finance charges, payment schedule, and any prepayment terms — will be disclosed at the time a financing offer is presented for your review.

Application Validity
This application is valid for 30 days from the date of your digital signature.
Sign Below *
Sign with your finger (mobile) or mouse (desktop). By signing, you electronically execute this application as if signed by hand under the U.S. E-SIGN Act.

Application Submitted

Thank you. Our processing team has received your application and will review it within 24 hours. You will receive a confirmation email at the address you provided.