Business Advising

Thank you for your interest in PeopleFund’s free, 1 to 1 business advising!

To get started, please submit the form below. Once submitted, a member of our team will follow up with you within a few business days to set up your initial appointment. PeopleFund advises on the following 6 core topics:

Business Planning
Market Research
Financial Projections and Statements – profit and loss, cash flow, and balance sheet statements
Access to Capital
Personal and Business Credit
Starting a Business

We may not be able to assist you if you are looking for guidance on a topic not listed above; however, we will do our best to provide resources that point you in the right direction.

Before submitting this form, please read through our Client Rights and Responsibilities.

Business Advising Intake

About You
This section gives our team more information about you including identifying information, contact details, and demographics. Reporting demographic information is optional, but does assist us in ensuring our programs remain equitable.
Name*
First Last
Email*
Enter Email Confirm Email
Phone*
What major city are you located in or near?*
Do you have or have you ever had a loan with PeopleFund?*
Veteran Status*
This question is intended to meet required institution demographic reporting mandates and does not in any way impact your eligibility for this program.
Gender*
This question is intended to meet required institution demographic reporting mandates and does not in any way impact your eligibility for this program.
Age
This question is intended to meet required institution demographic reporting mandates and does not in any way impact your eligibility for this program.
Education Level*
This question is intended to meet required institution demographic reporting mandates and does not in any way impact your eligibility for this program.
Race (more than one may be selected)*
- American Indian or Alaska Native
- Asian
- Black or African-American
- Native Hawaiian or Pacific Islander
- White or Caucasian
- Other
- I choose not to disclose
This question is intended to meet required institution demographic reporting mandates and does not in any way impact your eligibility for this program.
Ethnicity*
This question is intended to meet required institution demographic reporting mandates and does not in any way impact your eligibility for this program.
Do you identify as LGBTQIA?*
This question is intended to meet required institution demographic reporting mandates and does not in any way impact your eligibility for this program.
Do you have a disability?*
This question is intended to meet required institution demographic reporting mandates and does not in any way impact your eligibility for this program.
About Your Business
This section gives our team more information about your business including how long you have been in business, how you are structured, and what your revenues look like among other information. These details help prepare your business advisor with background information to be able to better assist you during your appointment.
Business Name*
If you are not formally registered, please input N/A.
Physical Address*
Street Address Address Line 2 City State ZIP Code

If you are not yet in business, please list your personal address.
How is your business structured?*
If you are not formally registered, please choose "I am not formally registered."
Please enter your business's website, if applicable.
Please describe your business or business idea briefly (1-2 paragraphs max.)*
Please select the statement that best reflects where you are at in your business journey.*
In your own words, discuss your purpose for pursuing coaching and the top 3 business goals you would like achieve.*
Program Disclosures
This section requires you to respond to specific program disclosures after reading about our policies, procedures, and coach and client expectations.
I have read through the Client Rights and Responsibilites document and agree to all policies and procedures outlined.*
Policy located as a PDF at the top of this page.
I understand that if I fail to uphold any of the Client Rights and Responsibilities, that PeopleFund has the right to terminate the coaching relationship.*
I understand that this form helps PeopleFund determine if they are the best entity to assist with my business needs and that, if it is determined my business needs would be better served by another entity, that PeopleFund would refer me to that entity.*
I give PeopleFund the right to contact me if they would like to promote, advertise, or feature my business.*
I would like to remain updated about ongoing PeopleFund events, programs, products, and services by subscribing to PeopleFund's mailing list.*
How did you hear about this program?*
Who specifically or what entity referred you?
We like to report out to our partners when we receive referrals to ensure they know that we have assisted their client.
What is your preferred language for the appointment?*
If other, please list the preferred language here.
File Uploads
This section allows you to optionally upload files or documents that you would like your business coach to review OR that gives your coach a better understanding of your venture.
Please upload a copy of your business plan, if applicable.
Max. file size: 50 MB.
Please upload a copy of your financial statements or projections, if applicable.
Max. file size: 50 MB.
Please upload anything additional you would like your business advisor to review, if applicable.
Max. file size: 50 MB.

Business Advising Intake

About You

About Your Business

Program Disclosures

File Uploads