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Piloting offers below in the state of California only. More to come soon...
Beginners Journey

The right bank for your industry

FREE

Businesses that would like to do the capital-seeking process and manage the banking relationships themselves.

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Brand new businesses looking to connect with the right banks for their businesses.

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Businesses looking to connect with the right funders for future capital loans. 

  1. No broker or referral fees.​ 

  2. Ability to build business credit with the right financial institutions in your industry.

  3. Get Access to the Bank's Industry-Tailored financial products and Services.

Choose your financial journey

Financial Efficiency

 

$130

 

Charged Annually.

​Businesses looking to connect with the right financial professionals in their industry for the right banking products and services as well as short and long-term capital needs. 

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  1. Get introduced to industry-specialized banking professionals tailored precisely to meet your unique financial needs.

  2. Zero broker fees for substantial short and long-term savings.

  3. Up to 5 personalized Financial Requests tailored to your unique situation.

  4. Access to YeeGle, our AI-driven Financial Database, for real-time, expertly curated insights tailored to your unique financial needs.(Beta Product).

  5. Unlock 50+ tailored banking products and services for your business, aligning with specific industry needs and addressing short and long-term financial requirements.

  6. Access limited assistance in seven languages: Spanish, Vietnamese, Chinese (Mandarin & and Cantonese), French, Tagalog, Korean, and German.

Financial Optimization

 

$500

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(Charged Annually)

+

2% Success Fee of total funds. 

​Businesses that are looking to have a professional team to handle their banking relationships and capital-seeking process on their behalf.

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  1. In-depth analysis of your financial debt coverage ratios by seasoned MBAs and former bankers for optimal access to capital.

  2. White-glove service guiding you through the entire capital acquisition process.

  3. Capped success fee determined by your new credit acquisitions—transparent and predictable.

  4. Forward-thinking strategy planning for future credit and banking needs.

  5. Personalized Bank Analysis of your current financial institution. 

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