+ADVISORY ROADMAP

How our funding
process works

From initial diagnostic consultation to lender matching, bankable proposal packaging, and final disbursement: explore our structured 4-phase capital roadmap.

Liance Group client advisory session in progress
END-TO-END GUIDANCE · 4 STEPS
OUR ROADMAP

Structured
execution.

From your first consultation to final disbursement, our disciplined 4-phase process ensures your financing application is bankable, compliant, and positioned for swift approval.

01
PHASE 1 · INITIAL CONSULTATION

We Listen

We begin by understanding your financial goals, funding requirements, current situation, and objectives. Every client engagement starts with a thorough diagnostic conversation.

Deliverables
  • -Financial goals & needs assessment
  • -Diagnostic review of current position
  • -Clear scope of advisory assistance
02
PHASE 2 · STRATEGY & MATCHING

We Search

We identify suitable funding sources, financing options, fundraising opportunities, or collateral solutions relevant to your specific situation and requirements.

Deliverables
  • -Lender & private capital matching
  • -Debt, equity, or collateral structuring
  • -Eligibility criteria checklist
03
PHASE 3 · PROPOSAL & PACKAGING

We Structure

We assist in preparing compelling funding proposals, assembling verified documentation, and structuring loan or investment packages that meet lender standards.

Deliverables
  • -Comprehensive proposal preparation
  • -Financial statement & dossier review
  • -Lender due diligence packaging
04
PHASE 4 · APPLICATION & DISBURSAL

We Secure

We guide you through preparation, documentation, application, and the relevant financing process. Final funding decisions are made by the relevant lender or investor.

Deliverables
  • -Lender negotiation advisory
  • -Verification & compliance guidance
  • -Continuous support through disbursal
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