Overview:

Securing finance can be complex and time-consuming — and most business owners simply don’t have the hours to chase lenders, rewrite proposals, or decipher what each funder wants.

NextStep manages the entire process from start to finish.
We prepare your financial story, engage with the banks, non-bank lenders, and grant bodies, and keep everything moving until your funding is approved.

Our goal is simple: to give you back your time while ensuring your application is presented in the strongest possible light.

What’s Included:

• Initial discovery meeting to understand your business, funding goals, and timelines

• Review of financial statements, projections, and credit position

• Identification of suitable lenders, SBCI schemes, or grants

• Preparation of professional proposal papers and supporting documentation

• Submission and management of applications to multiple funders

• Liaison with banks, lenders, and agencies throughout the process

• Regular progress updates and next-step planning

Who It’s For:

This service is ideal for:

• SME owners and directors who want funding but can’t spare the time to manage it

• Growing companies planning expansion, acquisition, or refinancing

• Businesses seeking both loan and grant combinations (e.g. SBCI + Enterprise Ireland)

• Firms frustrated by declined or stalled applications who need an experienced hand to re-position their case

How It’s Delivered:

• Kick-off Call or Meeting – to define your objectives and gather key financials

• Funding Strategy Plan – outlining best routes and target lenders

• End-to-End Management – NextStep takes control of submissions, correspondence, and follow-up

• Review & Outcome – once funding is secured, we walk you through next steps to drawdown

Everything is handled professionally and transparently — you stay informed but free to focus on your business.