Automation Growth

  • Funding Amount: $300,000

  • Approval Amount: $450,000

  • Industry: Manufacturing / Automation

  • Use of Funds: Working capital

A New England-based manufacturing and automation company faced significant cash flow challenges due to delayed accounts receivable (AR) and high upfront project costs. Despite a strong history of profitability, they were nearing a -$1 million EBITDA and required immediate working capital to stabilize operations. Fora Financial provided a fast, customized solution to help the business navigate this critical period.

Vision

The company aimed to expand its automation solutions and optimize both internal operations and vendor relationships to drive long-term growth and efficiency.

Opportunity

The business had opportunities to expand by taking on more complex projects. However, without immediate capital to address their cash flow issues, they risked stalling on critical new ventures.

Challenge

  • Cash Flow Gaps: Milestone billing created significant cash flow gaps.

  • Negative EBITDA: Facing nearly -$1M EBITDA due to lagging AR and high upfront project costs.

  • Complex Operations: Dependent on complex internal processes and a wide network of vendors.

How Fora Financial Helped

Fora Financial recognized the company's long-term potential despite short-term financial struggles. Within two hours of receiving the application, Fora approved $300,000, which was funded within 48 hours. This fast capital injection stabilized operations, allowing the company to move forward with key projects and cover immediate cash flow needs. Fora also offered an option for an additional $150,000 in future funding if needed.

Results

  • Stabilized Operations: Immediate funding to maintain business continuity.

  • Improved Cash Flow: The ability to cover critical expenses and meet financial obligations.

  • Growth Outlook: Positioned to manage upcoming projects with potential for additional funding.

Conclusion

Fora Financial's quick and flexible funding solution allowed this manufacturing and automation company to stabilize its operations during a challenging period. By securing $300,000 in capital with the option for more, the business is now poised for future growth and financial stability.

Why Fora Financial

The decision to collaborate with Fora Financial was influenced by:

  • Speed: Fast approval and funding to resolve immediate needs.

  • Foresight: Recognized the long-term value despite short-term financial challenges.

  • Flexibility: Tailored solution with the option for future capital as the business grows.

What Sets Us Apart from the Rest

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