WHAT IS INCLUDED IN THE
PRIVATE CLIENT EXECUTIVE PACKAGE
For entrepreneurs with ongoing
capital-raising needs who seek strategic
guidance and hands-off partnership to
maximize each funding round.
TFO CREDIBLE ACCREDITATION
CREDIBLE FACTOR ANALYSIS (CFA)
A personalized TFO diagnostic that reviews and analyzes your Credible Factors in-depth, using the Proprietary TFO SWOT-GAP Framework that mirrors the criteria lenders evaluate for approvals, limits, and terms.
- Review and analysis of your personal & business profiles, including legal structure, corporate foundation, public records, and more.
- Review and analysis of your personal credit profile across all three bureaus (Experian, TransUnion, Equifax).
- Review and analysis of your business credit profile across credit reporting companies (D&B, Experian Business, Equifax Business, and more) using the Proprietary TFO SWOT-GAP Framework.
CREDIBLE FACTOR DEVELOPMENT (CFD)
A personalized TFO 1-on-1 consulting & strategic planning series to develop and strengthen your Credible Factors to lender standards, using the Proprietary TFO Construction Process. Including:
- 1-on-1 consulting & strategic planning series to enhance your personal & business profiles, including legal structure, corporate foundation, public records, and more.
- 1-on-1 consulting & strategic planning series to build a tier one personal credit profile across all three personal profiles.
- 1-on-1 consulting & strategic planning series to build a tier one business credit profile across all three business profiles.
TFO FUNDABLE ACCREDITATION
FUNDABLE FACTOR ANALYSIS (FFA)
A personalized TFO diagnostic that reviews and analyzes your Fundable Factors in-depth, using the Proprietary TFO SWOT-GAP Framework that mirrors the criteria lenders evaluate for approvals, credit limits, and terms.
- Review and analysis of your business financials, including industry-specific benchmarks, using the Proprietary TFO SWOT-GAP Framework.
- Review and analysis of your personal financials using the Proprietary TFO SWOT-GAP Framework.
FUNDABLE FACTOR DEVELOPMENT (FFD)
A personalized TFO 1-on-1 consulting & strategic planning series to develop and strengthen your fundable factors to lender standards, using the
Proprietary TFO Construction Process.
- 1-on-1 consulting & strategic planning series to enhance and optimize business financial strength, positioning & presentation.
- 1-on-1 consulting & strategic planning series to enhance and optimize personal financial strength, positioning & presentation.
TFO STANDARD FUNDING ACCELERATOR
A proprietary TFO end-to-end funding solution designed to maximize approvals, funding amounts, favorable terms, and lender relationships.
- Personalized lender matchmaking through the Proprietary TFO Data Bank & TFO strategic partnerships.
- A done-for-you proprietary TFO funding strategy engineered to maximize both funding amount & quality.
- The Proprietary TFO Pre-Check to align Credible & Fundable Factors before execution.
- Full-cycle consulting support through applications, roadblocks, and approvals.
- Strategic support for rejection recovery and negotiation of favorable terms.
- Post-funding advisory covering product usage, compliance, and risk best practices.
Deciding which package is right for you:
