• Take the stress out of your relationship with your bank


    We organize your financials, so you can fund your business.

    That's it.


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Our Services

Business Plan 
& Presentation

We prepare a professional business plan and introductory presentation that can be sent to banks, investors and key clients and vendors.

Mini-Commercial Due 
​Diligenc
e

For businesses disrupted by recent events, our mini-commercial due diligence reports investigate the market you operate in to help capital providers gain confidence in your business.

Financial Model and 2020 Projections 

We prepare detailed financial forecasts for 2020, now required by banks, including P&L, balance sheet, and cash flow statements with the ability to analyze various scenarios.

Zero-Based Budget and 
13-week Cash Flow Forecast

We develop a zero-based budget and a 13-week cash flow forecast that banks are now requiring to underwrite new loans or modify existing ones. We will review this with you on a weekly basis.

Haven't found what you're looking for? 

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Small business is the backbone of our economy

Our Team

Cloudbank is a collection of MBAs, CPAs and CFAs passionate about helping small business owners. We know how to speed up the processes of banks and lenders to help get you the capital you need.

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