Meeting brief

Agenda

1. Confirm the officer's identity (call back on +1 (302) 579-5439 if unsure).
2. Your company, the purpose of the funding and the amount.
3. Indicative structure: term, security, repayment.
4. Documents needed and next steps.
5. Questions — write them below.

Documents to have ready

• ☐ Financial statements (last 2–3 years)
• ☐ KYC / identity for directors and beneficial owners
• ☐ Project documents (plans, contracts, budgets)
• ☐ Any signed agreements relevant to the facility

Desk times (Mon–Fri, local)

• Asheville, NC (HQ): 8 AM – 6 PM (America/New_York)
• Dubai (Business Bay – Bay Square): 8 AM – 6 PM (Asia/Dubai)

Notes