Capital Connections + Capital Ready Lowcountry

A one-day working session where prepared business owners sit down with real loan officers and complete a real loan application.
About this Event

Presented by CLIMB Fund + EforAll
Sponsored by Pinnacle Financial Partners

Capital Connections + Capital Ready Lowcountry is a free, one-day event for small business owners, aspiring entrepreneurs, and community members in the Beaufort and Bluffton markets. The event offers expert insights on accessing capital, strengthening your business, and connecting with lenders.

1. Capital Conversations Panel + Lunch

12:00 p.m. – 1:30 p.m. | Open to the Public

Join us for lunch while a panel of lending and small business experts shares insights on what it takes to access capital. Topics include building a strong business plan, understanding your financials and credit, and using AI tools in your operations.

2. Lender Appointments for Prescreened Applicants

9:30 a.m. – 4:00 p.m. | By Appointment Only

Business owners prescreened by a participating lender can meet one-on-one with a loan officer for a 30-minute appointment to complete their CLIMB Fund loan application.

Priority will be given to applicants who submit complete loan applications and borrowers referred by partnering organizations.

Get started: Register for the event and begin your CLIMB Fund loan application using the link in your ticket confirmation email.

Not currently working with a lender? Contact [email protected] to learn how to become a prescreened applicant and qualify for a lender appointment.

How the appointment works:

1. Prepare: Gather your business and financial information and complete the online loan application linked in your ticket confirmation email.
2. Schedule: Register for the Lender Appointment ticket to reserve your 30-minute appointment.
3. Apply: Review and complete your application with a loan officer.
4. Plan your next steps: Receive clear guidance on how to move forward.

What to bring to your appointment:

• Photo ID
• Business plan
• Two years of business and personal tax returns (all pages)
• Your two most recent months of bank statements (all pages)
• Current financial statements

How to Register

• Prescreened by a participating lender? Select the Lender Appointment ticket to reserve your 30-minute appointment. Your registration also includes access to the Capital Conversations panel and lunch.
• Not prescreened? Select the Capital Conversations + Lunch ticket to attend the panel and enjoy lunch. Contact [email protected] to learn how to become a prescreened applicant and qualify for a lender appointment.

Agenda

🕑: 09:30 AM - 10:00 AM
Check-In (prescreened applicants)
🕑: 10:00 AM - 12:00 PM
Morning Lender Appointments (prescreened applicants)
🕑: 12:00 PM - 01:30 PM
Capital Conversations Panel + Lunch (open to all)
🕑: 01:30 PM - 03:00 PM
Afternoon Lender Appointments (prescreened applicants)
🕑: 03:00 PM - 04:00 PM
Afternoon Panel