Private Investor

Programs & Pricing

OpsIntake - Free with referral

Free with referral

For individual investors and investment groups  that want to test our tools and services before starting monthly service, or would prefer that applicants pay for their own intake services.   

 

This service will provide you or your group with a report containing over 60 pieces of valuable information about each business to help you decide their level qualifications without taking any of your time.  Our intake report will provide you with much of the information a business plan provides but is much easier for clients to complete and much easier for you to read.

Applicants you refer will pay $25 to complete the OpsIntake data gathering service.  They will receive a copy and be prompted to provide a second email to send the intake report to so make sure you give them your email so we can send you a copy of the report.

OpsIntake - Pay per use

$25 each

For individual investors and investment groups  that want to test our tools and services before starting monthly service.

 

This service will provide you or your group with a report containing over 60 pieces of valuable information about each business to help you decide their level qualifications without taking any of your time.  Our intake report will provide you with much of the information a business plan provides but is much easier for clients to complete and much easier for you to read.

OpsIntake - 5 per month

$25 per month.  1 Free + 4 @ $20each

For banks and lenders that are limited on staff and get 5 or less commercial applicants per month* but also want the intake service to be free for their applicants.

This level of service will free up lots of time for your staff and provides a report containing over 60 pieces of valuable information about each business to help you decide their level qualifications without taking any of your time.  Our intake report will provide you with much of the information a business plan provides but is much easier for clients to complete and much easier for you to read.

*Reports over 5 per month are billed at $30 each. 

OpsIntake - 10 per month

$45 per month.  2 Free + 8 @ $15each

For banks and lenders that want to be as productive as possible with their staff and get 10 or less commercial applicants per month*; but also want the intake service to be free for their applicants.

This level of service will free up lots of time for your staff and provides a report containing over 60 pieces of valuable information about each business to help you decide their level qualifications without taking any of your time.  Our intake report will provide you with much of the information a business plan provides but is much easier for clients to complete and much easier for you to read.

* Reports over 10 per month are billed at $25 each. 

OpsIntake - 15 per month

$65 per month.  3 Free + 12 @ $10each

For banks and lenders that want to be as productive as possible with their staff and get 15 or less commercial applicants per month*; but also want the intake service to be free for their applicants.

This level of service will free up lots of time for your staff and provides a report containing over 60 pieces of valuable information about each business to help you decide their level qualifications without taking any of your time.  Our intake report will provide you with much of the information a business plan provides but is much easier for clients to complete and much easier for you to read.

* Reports over 15 per month are billed at $20 each. 

** Higher usage levels can be negotiated. 

OpsInsight - Pay per use  

$25 each or Free with referral

For banks and lenders that want to test our tools and services before purchasing monthly service or those that prefer for applicants to pay for their evaluation services.  

It is estimated that this service will save each decision maker 30 min. or more of research & review per business considered and will provide a level of insight unavailable with written business plans.  This customizable scenario driven evaluation service will help you focus on the businesses that are ready to launch and grow so you can get more deals done.

Applicants you refer will pay $25 to complete the OpsInsight evaluation service.  They will receive a copy and be prompted to provide a second email to send the intake report to so make sure you give them your email so we can send you a copy of the report.

OpsInsight - 5 per month

$+25 per month.  1 Free + 4 @ $20each

For banks and lenders that actively consider 5 or less businesses per month for funding* and want to be as productive as possible with their staff but want the evaluation service to be free for their clients  

It is estimated that this service will save each decision maker 30 min. or more of research & review per business considered and will likely shorten meetings by 30 min. or more as well.  This customizable scenario driven evaluation service will help you focus on the businesses that are ready to start creating jobs and generating tax revenues for your community.

* Reports over 5 per month are billed at $25 each. 

OpsInsight - 10 per month

+$45 per month.  2 Free + 8 @ $15each

For banks and lenders that actively consider 10 or less businesses per month for funding* and want to be as productive as possible with their staff but want the evaluation service to be free for their clients  

It is estimated that this service will save each decision maker 30 min. or more of research & review per business considered and will likely shorten meetings by 30 min. or more as well.  This customizable scenario driven evaluation service will help you focus on the businesses that are ready to start creating jobs and generating tax revenues for your community.

* Reports over 10 per month are billed at $25 each. 

OpsInsight - 15 per month

+$65 per month.  3 Free + 12 @ $10each

For banks and lenders that actively consider 15 or less businesses per month for funding* and want to be as productive as possible with their staff but want the evaluation service to be free for their clients

 

It is estimated that this service will save each decision maker 30 min. or more of research & review per business considered and will likely shorten meetings by 30 min. or more as well.  This customizable scenario driven evaluation service will help you focus on the businesses that are ready to start creating jobs and generating tax revenues for your community.

* Reports over 15 per month are billed at $25 each. 

OpsList - 1 year listing

$100 per year

Let entrepreneurs that are finishing their plans and are looking for lending know that you are ready to consider them if they meet your criteria.  This is an easy way to keep your pipeline full without spending any unnecessary payroll dollars on networking events or marketing visits.  You can be as specific or as general as you want in telling potential applicants what you are looking for so you make sure only the companies that meet your standards contact you.   

Please list the tools and services from above you would like to order in the form below.  You will receive an email with instructions to set up your account and an electronic invoice soon.

 
Private investor order form