Oakbeam Capital
How it works

From application to funds in your account.

Apply online. Send your statements. One advisor does the rest.

The four steps

Step 1 of 4

Apply

About 5 minutes

You
Answer 8 questions about your business.
We
We save your answers as you go.
Step 2 of 4

Send statements

About 2 minutes

You
Upload your last 3 months of bank statements.
We
We confirm we have them right away.
Step 3 of 4

Talk it through

Usually the same day

You
Take one call with your advisor.
We
We explain the offer, the total cost and the payments.
Step 4 of 4

Get funded

24 to 48 hours after you sign

You
Sign if it works for you.
We
The funder sends the money to your business account.

What you need to apply.

No business plan, no tax returns and no collateral.

  • Photo IDA driver's license or passport, to confirm it is you.
  • 3 months of bank statementsPDFs from your business account. Your bank's website has them.
  • Business basicsName, time in business and monthly revenue.
After you upload

What happens next.

  1. IStatements receivedInstant confirmation
  2. IIFile reviewedWithin 1 business day
  3. IIIYour advisor callsYour offer, in plain words
  4. IVYou decideAccept or walk away
  5. VFunds sent24 to 48 hours

See what you qualify for.

Pick an amount to start. It takes a few minutes.
How much do you need?
Check if you qualify