Submission Procedure & Requirements
At RSF Capital, it is important to us that you understand what is required and how our process works. Incomplete files will result in transaction delays or denials. It is imperative to follow procedures to maintain forward progress with a large number of transactions simultaneously. If you have questions regarding our process, please reach out to your account executive for clarification. We look forward to creating a funding solution that is aligned with your needs.
1) Submit online submission form
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2) Upload documentation to Data Room
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3) Call with a team member to discuss
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4) Bi-weekly investment committee transaction review
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5) Term sheet/LOI
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6) Conduct due diligence process
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7) Drafting of legal agreements
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8) Proceed to funding
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Supporting documentation required:
If you have a pre-revenue company, please include:
-One page quick summary
-Pitch deck
-Business plan including detailed financial projections
-Sponsor(s)/Founder(s) info (background/experience and PFS)
-Use of requested funds
-Any applicable purchase orders/contracts/agreements
-Patent information
-Collateral documentation (if applicable)
-Any accolades and additional value supporting documentation (permitting, licensing, approvals, building plans, renderings, etc)
If you have a revenue producing company, please ALSO include the following:
-Last two years financials (Tax returns, P&Ls, Balance Sheets)
-YTD financials (P&L, Balance Sheet)
-Letters of explanation for any irregularities
In addition to these documents, bank statements may be requested on a case by case basis.
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Please click the link below to complete our online submission form.
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*Please refrain from uploading partial document packages. Only complete files will be reviewed.
Once a FULL package is uploaded, you may send a follow up email to ensure completeness.
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