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Beat the Banks: How to Secure Finance for Your Company

via Udemy


How to construct a formal request for finance, and how to maximise your chances of obtaining funding for your business.

What you'll learn:
  • How to put together a formal request for finance
  • How to structure the loan or finance request and what exactly banks need to see
  • What the banks/investors do with your information and how they evaluate your request and business
  • Basic financial and accounting principles and terminology
  • Types of finance, loans and security/collateral, and what is right for you
  • How to approach banks / investors and discuss your request for finance
  • How to maximise your chances of securing funding and the useful tips and tricks to help you
  • The fundamentals of start-up financing
  • How a bank or finance provider thinks, what will make them favour you, and what will not impress them!
  • An insight into banking & finance, the different roles and principles, and what this means for you
  • What bankers hate the most; and what NOT to do when requesting finance
  • What to do if you are rejected
  • Common misconceptions of requesting finance from banks.

In this course you’ll learn how to raise or secure finance for your businesses, from banks and other sources. This includes tips and tricks on what banks or investors look for, how to prepare, and how to increase your chances of securing funding.

I understand the aches and pains of requesting finance from banks: both from personal experience or on behalf of my clients now as a broker and mentor; and also in providing the finance as a banker. I now wish to share my knowledge to be able to simplify this process for you and maximise your chances of obtaining the finance you need.

I can draw upon my experience in these different roles as well as drawing on the common bits of feedback and queries from my clients over the years, to tell you what you want to know as well as what the banks don’t want you to know!

I can tell you what their bugbears are and what they love to see. I can teach you helpful tips and tricks when speaking to banks and finance providers to help you secure finance. I also want to demystify and simplify the whole process of obtaining finance and put it into simple terms. This will help you with your conversations with banks as well as improve your understanding of how to raise finance, assess yourself whether you are ready for this, and what the best solutions are for you.

I can help you negotiate better rates with the banks, and give you more bargaining power in your conversations with them. I can bust some of the myths around banking and tell you, truthfully, exactly what it is the banks do with your information to make their decisions.

The banking world loves to use complicated jargon and acronyms and I will break these down and tell you in a simple format exactly what they mean, why the bank uses them and why it is useful for you to know.

I will help you structure your application, showing you exactly what you need to provide and how to present it, and explain why it is needed.

I’ll also explain how to choose a bank or funding provider, how to approach them, how to present to them and how to negotiate with them. I want to give you a frank account of how they operate and how this can help you. I can help you get under their skin to gain an advantage for yourself in your next approach.

Taught by

Adam Bradley

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