A more capable team
Review hiring and operational support alongside recurring payroll, collections, and client-delivery costs.
Tax & accounting · Insurance · Agencies · Business services
Your clients rely on you. Build for what is next.
Explore funding for the people, technology, and operating capacity behind an established professional-services business.
An initial conversation—not an approval or a credit-pull authorization.
Start the conversationEN / ES
- 01
Your goal
- 02
Your business
- 03
Your details
Inquiry received
Your next conversation starts here.
Thank you. Your inquiry has been received. We will review the details you shared and follow up using your preferred contact method.
Put the capital to work
A business goal. A practical use.
These examples start the conversation. Available products and permitted uses depend on the provider and your business.
Systems that support growth
Consider business software, office technology, or equipment with a defined implementation plan.
Another office or service line
Prepare a budget that includes the space, furnishings, marketing, and operating ramp-up—not just the lease.
Before you commit
Plan around how and when clients pay.
Recurring retainers, seasonal work, and commission income create different cash-flow patterns. Explain yours so the discussion reflects actual collections and commitments.
Prepare for the conversation
Start with the basics. Keep sensitive documents out.
Share a few business details first. Any documents needed for a formal review are requested separately through an appropriate process.
- 01
Your service model and operating history
- 02
Recent business revenue and existing payments
- 03
The investment budget and preferred timeline
Do not include Social Security numbers, account numbers, passwords, or credit reports.
Business-first guidance. A personal starting point.
Armando Velis, MBA, founded Velis Capital after helping family and friends explore funding for their businesses. With parents who are business owners, he brings a family-business perspective and an education-first approach to the conversation.
Founder-led attentionEnglish & EspañolOptions explained before commitment
Questions before the next step
A little clarity. Before you connect.
01Can tax or insurance businesses inquire?
Yes. Describe the operating business and intended use. Each provider makes its own industry and underwriting decisions.
02Does this inquiry require client records?
No. Share business-level information only. Do not include tax returns belonging to clients, policyholder records, or other confidential client information.
03Does this inquiry guarantee funding or authorize a credit pull?
No. It starts a conversation, does not guarantee an offer or approval, and does not authorize a credit pull. Any formal application has separate requirements.
04Do I need to buy a readiness service first?
No. Funding and readiness services are separate. The two-year sole-proprietor requirement applies to our business-structuring service, not to every funding inquiry. Financing eligibility is determined by the provider.
Professional services