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    Sylabus Final

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    shahzaib
    Twinfold Capital provides non-bank financing solutions to small and medium sized businesses and evaluates funding opportunities based on over 60 variables analyzed through their algorithm lending platform, with account executives responsible for prospecting new clients, establishing customer relationships, and providing the appropriate financing solutions tailored to individual client needs. The document outlines Twinfold Capital's corporate structure and values, the roles and responsibilities of account executives in securing business financing for clients, how the company funds merchants through paying off existing balances or working with multiple balances, and the various factors considered in determining funding costs.

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    Sylabus Final

    Uploaded by

    shahzaib
    70 views13 pages
    Twinfold Capital provides non-bank financing solutions to small and medium sized businesses and evaluates funding opportunities based on over 60 variables analyzed through their algorithm lending platform, with account executives responsible for prospecting new clients, establishing customer relationships, and providing the appropriate financing solutions tailored to individual client needs. The document outlines Twinfold Capital's corporate structure and values, the roles and responsibilities of account executives in securing business financing for clients, how the company funds merchants through paying off existing balances or working with multiple balances, and the various factors considered in determining funding costs.

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    Twinfold Capital provides non-bank financing solutions to small and medium sized businesses and evaluates funding opportunities based on over 60 variables analyzed through their algorithm lending platform, with account executives responsible for prospecting new clients, establishing customer relationships, and providing the appropriate financing solutions tailored to individual client needs. The document outlines Twinfold Capital's corporate structure and values, the roles and responsibilities of account executives in securing business financing for clients, how the company funds merchants through paying off existing balances or working with multiple balances, and the various factors considered in determining funding costs.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    70 views13 pages

    Sylabus Final

    Uploaded by

    shahzaib
    Twinfold Capital provides non-bank financing solutions to small and medium sized businesses and evaluates funding opportunities based on over 60 variables analyzed through their algorithm lending platform, with account executives responsible for prospecting new clients, establishing customer relationships, and providing the appropriate financing solutions tailored to individual client needs. The document outlines Twinfold Capital's corporate structure and values, the roles and responsibilities of account executives in securing business financing for clients, how the company funds merchants through paying off existing balances or working with multiple balances, and the various factors considered in determining funding costs.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 13

    TWINFOLD CAPITAL

    TFC 101
    Account
    Justin Yousefi Managing Partner Executives
    Peter Yousefi. Managing Partner
    Lester Garcia Operations Manager Johnny Hotoyan
    Nadine Byers Funding Coordinator Jose Guandique
    Kirsten Noyes CRM System Manager Max Riedl
    Everett Spier Marketing Manager Sean Gibbons
    Amal Omar Talent Acquisition Sevag Zakarian
    Samuel Kim Hr. Consultant Nick Rhodes
    CORPORATE
    AND TEAM
    VALUES
    AS WE WORK TOWARD ACCOMPLISHING OUR
    MISSION AND FULFILLING OUR VISION, WE WILL
    STAND FIRM TO AN ESTABLISHED SET OF VALUES
    THAT WILL SHAPE OUR INTERACTIONS WITH OUR
    CLIENTS, FUNDERS AND WORK ASSOCIATES.
    CORPORATE AND TEAM VALUES

    INTEGRITY CLIENT-DRIVEN TEAMWORK

    TREAT CLIENTS, FUNDERS ALWAYS MEET OR EXCEED ENCOURAGING EMPLOYEES


    AND ASSOCIATES IN AN CLIENTS’ EXPECTATIONS TO WORK TOGETHER TO
    OPEN, FAIR, HONEST AND THROUGH A WELL-TRAINED, ACHIEVE THE BEST
    ETHICAL MANNER. MOTIVATED AND WELL- SOLUTIONS AND
    EQUIPPED WORK FORCE PERFORMANCE FOR OUR
    THAT LISTENS TO CLIENTS BUSINESS.
    AND ANTICIPATES THEIR
    CHANGING NEEDS.
    CORPORATE AND TEAM VALUES

    DIVERSITY LOYALTY PARTNERSHIP

    CREATES AN ENVIRONMENT ATTRACT, REWARD AND BUILD MUTUALLY


    THAT VALUES DIFFERENCES RETAIN A TEAM OF BENEFICIAL AND
    AMONG EMPLOYEES AND TALENTED AND DEDICATED SUSTAINING RELATIONSHIPS
    CLIENTS AND ENCOURAGES EMPLOYEES THAT SHARE WITH OUR CLIENTS.
    RESPECT AT ALL LEVELS. THE COMPANY'S VALUES.
    JOB RESPONSIBILITIES
    • Individual producer focused on prospecting new opportunities

    • Work with small and mid-size businesses to assist in securing


    business financing

    • Call on campaigns through our CRM system

    • Establish and grow customer relationships, securing repeat/renewal


    business

    • Provide appropriate financing solutions that address customers’


    individual needs

    • Sourcing new sales opportunities through inbound and outbound calls

    • Collaborate with appropriate team members to determine necessary


    strategic sales approaches

    • Overcome objections of prospective clients

    • Gain understanding of funders and their guidelines


    What we do

    Twinfold Capital, a leading provider of


    non-bank financing, has successfully
    provided capital solutions to thousands of
    small and medium sized businesses
    throughout the United States. With today’s
    traditional financing options all but non-
    existent, we offer a variety of Working
    Capital and Merchant Funding programs
    to give businesses peace of mind.
    HOW WE FUND
    TwinFold Capital funds a merchant in 2 ways:

    1st Position 2nd -4th Position

    If merchant has 1 advance ,we will TFC will not pay off existing
    pay it off ( merchant will have only balance ,but we need to know
    1 new advance –ours!) Pay off WHO their balances are with
    existing balance(s) (funding companies) and
    WHAT their balance (dollar
    amounts) is prior to funding
    them.
    WHO WE FUND
    TwinFold Capital has been serving small businesses by developing the know-how and resources
    to evaluate any business.

    TwinFold Capital provides innovative financial products to all businesses:

    Automotive Franchises
    Manufacturing Salons & Spas
    Construction Healthcare
    Medical Wholesale
    Distribution Hospitality
    Restaurants & Bars Janitorial
    Ecommerce and many more
    Retail Storefronts
    VARIABLES
    01 02
    Cash Advance Payback Amount

    Amount of Loan /Advance Total amount owned ( 1+ Cost)

    03
    Daily/Weekly ACH Daily fixed payment from
    business account (Mon-Fri)
    Method of collecting the Weekly fixed payment from
    payback – how you pay it back business account once a week
    WHAT IS THE RATE
    Cost of the money is dependent on approximately 60 variable in our algorithm lending platform, they include:

    1. Time in Business
    2. Zip Code of Business
    3. # of deposits per month
    4. Social Media
    5. Business Credit Score
    6. Personal Credit Score
    7. Beginning /Ending Bank Balance

    *NOTE: If merchant is grossing less then 20K per month, do not bother with them .Go on to the next call.
    MY ROLE
    Cost of the money is dependent on approximately 60 variable in our algorithm lending platform, they include:
    Assume merchant has more than 1 advance .Therefore I have to ask how many advances / ACH’s they currently have . I
    MUST ASK THIS QUESTION

    Assume merchant has previously taken out a working capital advance even if they do not have a current balance
    Get them interested – use of funds –probe!
    Current Funding Company(s) + Current Balance(s)
    How many advances merchant has out
    Monthly Gross Sales
    Average Daily Bank Balance
    # of years in business
    WHAT DO THEY DO? (What Industry are they in?)

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