Services / Capital Strategy Report
Capital Strategy Report
Every option you qualify for. What each really costs.
A Capital Strategy Report is Bayside’s free review of your business funding options. From a short application and 3–4 months of business bank statements, it shows every option you qualify for across ~100 banks and alternative lenders, what each one really costs, and which one we’d pick. It arrives within 24–48 hours.
Last reviewed: November 2026
No cost to get your report, and no obligation to move forward.
Seeing your options doesn’t affect your credit.
From your application and statements to your report.
What’s in your report
Six answers, on one page.
Every option you qualify for
Bank, SBA and alternative funding, compared across ~100 banks and alternative lenders, not one lender’s product.
The real cost of each
Payment amount, how often it comes out and total payback, side by side in plain language.
What it does to your cash flow
How each option changes your monthly cash flow against what you pay today.
Our recommendation
Which option we’d pick and why. If the right answer is a smaller amount or waiting, the report says so.
What it means for your next loan
How each option is likely to look to a bank or SBA lender later, so today’s funding doesn’t block tomorrow’s.
If you don’t qualify yet
What would change it, such as cleaner tax returns, less existing debt or more time in business.
What it looks like
Your options, side by side.
An illustrative layout. Your report fills every cell with your real numbers and adds our recommendation.
| Option | Payment | How often | Total payback | Our read |
|---|---|---|---|---|
| Term loan | $ — | Monthly | $ — | Your numbers here |
| Line of credit | $ — | Monthly on what you draw | $ — | Your numbers here |
| SBA 7(a) loan | $ — | Monthly | $ — | Your numbers here |
| Revenue-based funding | $ — | Daily or weekly | $ — | Your numbers here |
How to get one
Three steps. No obligation.
Tell us what the money is for
A short call about your business, your goal and your timeline. Then a short application and your last 3–4 months of business bank statements.
Get your Capital Strategy Report
Every option you actually qualify for, the real cost of each, and a straight recommendation. In 24–48 hours, with no obligation.
Choose, and we take it from there
We match your file to lenders whose requirements fit it, help structure the deal, support you through funding, and stay in touch after it closes.
Plain terms
What the report is not.
- It isn’t an approval or an offer. Lenders make every approval and set every amount, rate and term.
- It isn’t a sales pitch for one product. Bayside isn’t a lender, so the report compares the options you qualify for.
- It isn’t a commitment. The report is free, nothing is paid upfront, and Bayside is paid only if you choose an option and it funds.
Questions
About the report.
Is the Capital Strategy Report really free?
Yes. There’s no cost to get your report and no obligation to act on it. Nothing is paid upfront; Bayside is paid only if you choose an option and it funds.
Does seeing my options affect my credit?
No. Seeing your initial options doesn’t involve a hard credit pull. A lender may run its own credit check later, when you choose to apply for a specific option.
What do I need to get a report?
A short application and your last 3–4 months of business bank statements. If you already have an offer on the table, send that too.
Can you review an offer I already have?
Yes. Your report puts it side by side with everything else you qualify for, so you can see what it really costs before you sign.
What happens after I get my report?
An advisor walks you through it and answers your questions. If you choose an option, we match your file to the lenders whose programs fit it and stay with you through funding and after. If you don’t, that’s the end of it.
Bayside Business Advisors is a capital advisor and commercial finance broker, not a lender. Every approval, amount, rate and term is set by the lender.
Find out what you actually qualify for.
A short application and your recent business bank statements. Your Capital Strategy Report follows within 24–48 hours.
No obligation. No hard credit pull to see your initial options.
Bayside Business Advisors LLC Copyright © | All Rights Reserved 2026
Bayside Business Advisors is a commercial finance brokerage and capital advisory firm based in Miami, Florida; not a direct lender. We help established businesses across South Florida explore commercial financing through a network of independent funding partners. Funding approvals, amounts, rates, and timelines are subject to lender review and qualification. Results described on this page are not guaranteed and may vary based on individual business circumstances, creditworthiness, and lender requirements. Bayside Business Advisors LLC does not charge upfront fees. All funding is subject to underwriting and lender approval. This page does not constitute a commitment to lend.