Client Intake

Complete Your Funding Intake Form

Please complete this form so Dukee Strategies Inc. can review your profile, understand your funding goals, and prepare the right next step for your onboarding call.

Funding Intake

Please Complete This Form So We Can Get You Funded

You may not know every answer, all good. We will speak on our onboarding call.

Personal Information

First Name * Last Name *

Phone Email

Address

Street Address

City State

Country Postal Code

Date of Birth Mother’s Maiden NameUsed for funding applications.

Identity Verification

Upload a Picture of the Front of Your Driver’s License/ID PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Upload a Picture of Your SSN Card Used only when needed for inquiry removal/disputing. Upload a Picture of Proof of Address Must match current address.

Credit Reports & Monitoring

Provide your credit monitoring details below if requested by the onboarding team.

MyScoreIQ Username MyScoreIQ Password

Last 4 Digits of SSN Credit Karma Login

Credit Karma Password Experian Login

Experian Password

Business Information

Business Name State Your LLC is Registered In

EIN Number Business Revenue

Upload a Picture of Your EIN Letter PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Upload Your Articles of Incorporation PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Upload 2yrs of Tax Returns PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Upload 6 Months of Business Bank Statements PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Business Email Address Business Phone Number

Business Address

Do you have multiple LLCs? Yes No

Do you have business credit cards? Yes No

If yes, please state your LLC's name. If yes, please specify the details for your business cards.

Review all details before submitting. Files are sent with your intake request to the Dukee Strategies Inc. team.

Need help before filling the form?

Contact Dukee Strategies Inc. and our team will guide you before you continue with the intake process.