Helping Small Businesses Grow
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- Corey Willis
- 6 years ago
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1 Helping Small Businesses Grow
2 Biz2Credit: Who we are Entrepreneur.com Top Small Business Finance Resource Crain s Top Entrepreneur Funded over $750 million to date Over 1,100 lenders on our platform, including 50+ micro-lenders Have direct reach to our network of over 1.6 million SMB s 2
3 There is a fundamental problem in the market today SMALL BUSINESS OWNERS BANKS & OTHER LENDERS LACK OF TRANSPARENCY What product is best for me? Where do I go? Am I getting the best rate? Process too cumbersome How do I find good borrowers? How risky are they? How do I retain customers? How do I manage declines? Process too cumbersome 3
4 Biz2Credit is the solution for Small Businesses Streamlines Application Process Current Market: A single digital application for all lenders Financial/business data can be pulled from the 5 big touchpoints Store and share documents with lenders via DocVault Begin and complete loan process without ever leaving the platform Lender A Lender C? Lender B Lender D Ensures Appropriate and Competitive Financing Access to over 1,100 lenders on B2C network Marketplace environment ensures competitive rates B2C algorithm calculates best financing options for each business One-Stop Shop For Any Small Business Full array of financing products for entire life-cycle of any small business BizAnalyzer TM provides free financial analysis, scorecard, and recommendations on an on-going basis With Biz2Credit: Lender A Lender B Lender C 4
5 Biz2Credit is the solution to Lenders Customer Acquisition Customer Retention BizConnect sends lenders pre-screened, highly qualified borrowers matched on specified criteria Customer Information is reliable is cross-verified via multiple sources Cuts existing customer acquisition costs by 50%+ DocVault provides a secure document storage and sharing BizAnalyzer s data analysis enables optimal matching, marketing and communication making the lender-borrower relationship closer than ever Lender can find other financing options for their non-qualifying customers, preserving their deposit relationship Risk Management BizSecure allows for real-time, ongoing tracking of lenders loan portfolios based on IRS and QuickBooks data Customers at high risk for default can be constantly monitored 5
6 DOCVAULT VERIFICATION RATINGS Biz2Credit s role as the lender s Risk Manager Credit reports for potential borrowers are pulled directly from the major rating agencies Pre-verified financial data for a borrower can be pulled directly from popular SMB accounting software, on an ongoing basis Digitization of the IRS 4506-T process allows for real time verification of financials DocVault allows secure storage and seamless sharing of documents directly with lenders Trend analysis allows lenders to manage industry exposures and risks 6
7 Complete Picture From Multiple Sources SMB Operations Account Software Payroll Software Payment Processing Incorporation Services Credit Bureaus Equifax Dun & Bradstreet Transunion Government Data IRS Secretary of State Biz2Credit
8 Biz2Credit s data is driving policy Our lending index Change in SMB loan approval percentage March 2012 March 2013 is reported by the press +0.6% +3.2% -12.4% +4.8% and used by the government 8
9 Questions? Contact Information: Rohit Arora, CEO:
10 Appendix
11 Biz2Credit s mobile platform Biz2Credit offers a fully functional mobile website and complete suite of mobile applications (compatible with smartphones and tablets) (BizAnalyzer Mobile App) (Biz2Credit Mobile Site) 2010, Biz2Credit, LLC. All Rights Reserved - Proprietary and Confidential 11
12 Lender Full Integration Example: CAN (Instant Offers) 1 All CAN application info captured on Page 1, including SSN and Auth for hard credit check 2 If SSN and Auth given on first page, then real offers can be returned and displayed on Page 2 3 If user expresses interest with CAN product, they can immediately upload necessary docs 4 After reviewing docs, CAN returns contract, which user can e-sign and upload back to CAN
13 1 Lender Integration Example: Accion USA (Instant Approval) User is matched to lender based on lender criteria and is offered an Instant Approval product 2 User immediately presented with and fills out lender-customized underwriting form, which is integrated with the lender s underwriting engine 3 User supplies their SSN, and gives permission for lender to perform a hard credit check 4 User is qualified for loan based on underwriting criteria, and lender has all docs needed to verify info. Once verified, lender can send a contract to the user through the platform, which the user can e-sign and return *Users who do not meet underwriting criteria are immediately denied with a list of reasons 2012, Biz2Credit, Inc. All Rights Reserved - Proprietary and Confidential 13
14 IRS Integration 1 Request for IRS transcript is made, and uploads pre-filled PDF of 4506T form 2 Applicant receives docusign request via and signs up. Form then sent to TALX for verification 3 Once TALX verification complete, platform fetches IRS transcript once ready Sample IRS Transcript (available in XML) 2012, Biz2Credit, Inc. All Rights Reserved - Proprietary and Confidential 14
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