CDFI Capital Advisory

Funding secured.
Doors opened.
Capital accessed.

We guide businesses and organizations through the full CDFI funding process — from identifying the right programs to sitting across the table from the people who decide.

$250K Max funding range
End-to-end Full-service advisory
Direct Decision maker access
Aligned Success-based fee structure

Everything it takes
to get funded.

We don't just file paperwork. We build your case, package it professionally, and walk you through the door to the people who say yes.

01

Funding Identification

We assess your profile, goals, and capital needs — then match you to the CDFI lenders and grant programs where you have the strongest fit. No guesswork, no wasted applications.

02

Application Preparation

We develop your complete funding package: business narrative, financial projections, use-of-funds documentation, and every supporting item a CDFI underwriter needs to say yes with confidence.

03

Decision Maker Introductions

We introduce you directly to CDFI lending officers and program directors. Our relationships put your application in front of the people who decide — not just in the pile.

04

Capital Strategy & Readiness

We advise on your full capital stack, identify readiness gaps before they become reasons for denial, and position your organization for the strongest approval odds.

Built for businesses that deserve access.

CDFIs exist to serve underserved markets. We exist to make sure the businesses in those markets can actually access them.

Small Businesses

Established and early-stage businesses seeking affordable capital to grow, hire, or stabilize — especially those turned away by traditional lenders.

Minority-Owned Businesses

MBEs, WBEs, and veteran-owned businesses that meet CDFI mission criteria and need a knowledgeable advocate in the process.

Nonprofits & Community Orgs

Mission-driven organizations pursuing program grants, facility financing, or operating capital from CDFIs aligned with their work.

Real Estate Developers

Community-focused developers pursuing CDFI financing for affordable housing, mixed-use, or commercial real estate in underserved areas.

Startups in Underserved Markets

Early-stage companies in low-income or rural markets that qualify for CDFI microloan and grant programs but need help navigating the process.

Not Sure? Let's Talk.

If you're exploring CDFI funding and aren't sure where you fit, a consultation costs you nothing. We'll tell you honestly what's possible.

"The application matters.
The introduction gets it read."

Anyone can file a CDFI application. We give you the relationships and the preparation to make it count.

Transparent pricing.
Aligned incentives.

All engagements combine an upfront advisory fee with a success fee paid only when funding is secured. Our interests are aligned with yours from day one.

Starter
Grants & microloans up to $50,000
Upfront fee
$1,500
Success fee
5% of funded amount
Funding identification
Application preparation
Buy Package
Capital
Loans & grants $150,000 – $250,000
Upfront fee
$3,500
Success fee
3% of funded amount
Funding identification
Application preparation
Unlimited CDFI introductions
Capital strategy session
Readiness gap analysis
Buy Package
Success fee policy: The success fee is payable only upon confirmed funding disbursement. If an application is unsuccessful, no success fee is owed. The upfront advisory fee is non-refundable and covers all advisory work regardless of outcome. For grant applications, a placement fee may apply — we confirm the applicable structure in writing before submission.

From conversation to capital.

1

Readiness Assessment

We assess your business profile, financials, and funding goals. We identify the right CDFI programs and flag any readiness gaps before submitting a single document.

2

Application Build

Our team prepares your complete funding package — narratives, projections, supporting documentation — to meet CDFI underwriting standards.

3

Introduction & Submission

We introduce you directly to decision makers at the right CDFIs, submit your application with advocacy, and ensure it lands with the attention it deserves.

4

Funded

Capital confirmed. Our success fee is due only upon funding disbursement — so our incentives are perfectly aligned with yours throughout.

Explore Funding Sources

Browse our curated database of CDFIs, ECIP lenders, SBICs, MDIs, revolving loan funds, microlenders, and quick loan programs to find the right capital source for your organization.

🏦
CDFIs
Community Development Financial Institutions
1,144 records
💼
ECIP Lenders
Emergency Capital Investment Program
176 records
📈
SBICs
Small Business Investment Companies
318 records
🤝
MDIs
Minority Depository Institutions
143 records
Quick Loans
Credit union quick loan programs
25 records
🌱
Micro Lenders
Small loans and technical assistance for entrepreneurs
163 records
🔄
Revolving Loan Funds
EDA-funded revolving loan fund recipients across the US
371 records

See if you qualify
in 3 minutes.

Answer eight questions about your organization and funding goals. We'll review your responses and follow up within one business day.

1

Complete the qualifier

8 questions, no commitment, no long forms.

2

We review your profile

Our team assesses eligibility and matches you to CDFI programs within one business day.

3

We outline your path

If there's a fit, we walk you through exactly how we'd approach your application.

Prefer to talk first? info@creditplug.com

Step 1 of 8
What type of organization are you?
This helps us identify the right CDFI programs for your profile.
For-profit business
Nonprofit organization
Real estate developer
Community organization / cooperative
Pre-launch / startup
Please select an option.
Step 2 of 8
How long have you been operating?
Many CDFIs have minimum operating history requirements.
Pre-launch (not yet open)
Less than 1 year
1–2 years
3–5 years
More than 5 years
Please select an option.
Step 3 of 8
How much funding are you seeking?
We work with clients pursuing up to $250,000 through CDFI programs.
Under $25,000
$25,000 – $50,000
$50,000 – $150,000
$150,000 – $250,000
More than $250,000
Please select an option.
Step 4 of 8
What will the funding be used for?
Select all that apply.
Working capital / operations
Equipment or inventory
Real estate / facility
Hiring / staffing
Program / mission expansion
Debt refinancing
Please select at least one option.
Step 5 of 8
What is your approximate annual revenue?
For nonprofits, use your annual budget. For pre-launch, select $0.
$0 (pre-revenue)
Under $100,000
$100,000 – $500,000
$500,000 – $1,000,000
Over $1,000,000
Please select an option.
Step 6 of 8
How would you describe your credit profile?
CDFIs serve borrowers traditional banks turn away. There's no wrong answer here.
Strong (680+)
Fair (580–679)
Challenged (below 580)
Not sure / haven't checked
Yes
No
First time
Please select an option.
Step 7 of 8
Where is your business located?
CDFI programs often have geographic focus areas. This helps us match you accurately.
Please enter your state.
Step 8 of 8
How should we reach you?
We'll follow up within one business day with your eligibility assessment.
Please enter your name and email.
Application Submitted
We'll be in touch shortly.
Thank you for completing the qualifier. Our team will review your responses and reach out within one business day with your eligibility assessment and next steps.