Bridgeport Capital

Client Profile

Let’s get your factoring application started. Fill out the profile below, then click Submit — we’ll receive it right away and you can download a copy for your records.

🔒 Your information is handled confidentially and in accordance with Bridgeport Capital’s Privacy Policy and the authorizations provided on this form. Questions? Call me at 561-325-1903. Privacy Policy.

1Fill out the form belowType directly into the fields.
2Click SubmitWe build and send the completed PDF for you.
3Download your copyKeep a PDF for your records.
CLIENT PROFILE
BRIDGEPORT CAPITAL SERVICES
5541 N. University Drive, Suite 101
Coral Springs, Florida 33067
Darin McMahon   Ph: (561) 325-1903
Darin@BridgeportCapital.com
Company Entity Type
ADDITIONAL INFORMATION — please answer each question below
1.Any Consignment, right of return, End of Season, or similar allowances?
2.Any Progress, Milestone, or billing subject to Retainage?
3.Do any of your customers bill you for products or services?
4.Invoices Supported By Purchase Orders, Contracts, SOW, or Time Slips?
5.Do you bill before completion of delivery or services?
6.Any security lien filings, or assignments of proceeds?
7.Affiliation with any other business in the past five (5) years?
8.Any litigation, bankruptcies, judgments, liens, credit problems, or convictions?
9.Any unpaid taxes (payroll, sales, income, other state/local/federal)?
OFFICERS, SHAREHOLDERS & MANAGEMENT — list all principals / officers
Full Legal Name (Print)Corporate TitleSocial Security No.Date of Birth% OwnedSignature
Bridgeport Capital Services, Inc. — Client Profile — Page 1 of 2
AUTHORIZATION TO RELEASE
CREDIT & BACKGROUND INFORMATION
BRIDGEPORT CAPITAL SERVICES
5541 N. University Drive, Suite 101
Coral Springs, Florida 33067
Darin McMahon   Ph: (561) 325-1903
Darin@BridgeportCapital.com
I/we the below undersigned individual(s) hereby authorize Bridgeport Capital Services, Inc. as servicing agent for Bridgeport Capital Funding, LLC to obtain personal credit report(s) and conduct background investigation(s) for each individual listed below including all credit, lien, and other investigative searches as well as reference checks. I/we certify that the information provided is true and correct, and understand that any misrepresentations, fraudulent entries, or omissions may be used for legal action. PLEASE WRITE LEGIBLY — USE ADDITIONAL PAGES AS NEEDED.
Shareholder / Owner #1
Shareholder / Owner #2
Shareholder / Owner #3
Shareholder / Owner #4
Bridgeport Capital Services, Inc. — Client Profile — Page 2 of 2

Submit your completed profile

When you click submit, we’ll generate your completed Client Profile PDF and send it to Bridgeport Capital automatically. You’ll be able to upload your supporting documents on the next screen.

🔒 Submitted securely · handled confidentially in accordance with Bridgeport Capital’s Privacy Policy.

Have these handy — after you submit, you’ll be able to upload:
  • Current detailed Accounts Receivable Aging, if available (Excel preferred)
  • Prospective Customer or Customer Master List – including customer names, addresses, phone numbers, email addresses, and contact persons, if available (Excel preferred). We will not contact your customers at this stage; this information is used only to verify creditworthiness.
  • Sample invoice and supporting documentation, if available (timesheet, SOW, etc.)
  • Customer contracts, if available
  • Articles of Organization and, if applicable, your Operating Agreement
  • Copy of each owner’s driver’s license
✓

Thank you — your Client Profile was submitted.

Bridgeport Capital has received it. Darin will follow up shortly. You can download a copy of what you submitted below.

Next step — upload your supporting documents. This speeds up your review. Select the files below and click Send. If you don’t have them handy right now, no problem — Darin will follow up and you can email them to darin@bridgeportcapital.com anytime.
  • Current detailed Accounts Receivable Aging, if available (Excel preferred)
  • Prospective Customer or Customer Master List – including customer names, addresses, phone numbers, email addresses, and contact persons, if available (Excel preferred). We will not contact your customers at this stage; this information is used only to verify creditworthiness.
  • Sample invoice and supporting documentation, if available (timesheet, SOW, etc.)
  • Customer contracts, if available
  • Articles of Organization and, if applicable, your Operating Agreement
  • Copy of each owner’s driver’s license