Business Advising Request Form

Welcome to PeopleFund’s online appointment request form! Once submitted, a member of our team will follow up with you within 2 business days to reserve a time slot that accommodates your schedule. PeopleFund focuses on providing advising support around 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. If that’s the case, we will do our best to provide resources that point you in the right direction.

Before submitting this form, you must read through and agree to the Client Rights and Responsibilities listed within this document.