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TThe Consulting Crew

Services · Loan & CMA Reports

Loan & Funding Documentation

CMA data, project reports, DPR, bank loan and scheme documentation

From From ₹4,999

Most MSME loans are not rejected because the business is weak; they are rejected because the file is incomplete, the CMA is wrong, or the projections do not add up.

The Consulting Crew prepares bank-ready CMA data, project reports and scheme documentation, and stands with you through the bankers questions so your funding moves forward.

What's included

  • CMA data preparation for fund-based and non-fund-based limits
  • Project reports and detailed project reports (DPR)
  • Bank loan file assembly with financials and projections
  • Government scheme documentation (Mudra, CGTMSE, PMEGP, Stand-Up India)
  • Ratio analysis and a realistic, defensible projection

How we work

  1. 1

    Requirement review

    We understand the loan amount, purpose, scheme and the lender you are approaching.

  2. 2

    Financial build-up

    We prepare CMA, projections and the project report using your books and plans.

  3. 3

    File preparation

    A complete, bank-ready file with every document the lender asks for.

  4. 4

    Support

    We help you answer banker queries during sanction and disbursement.

Documents we need

  • Last 2-3 years financial statements and ITRs
  • GST returns and bank statements
  • Details of the loan purpose and proposed investment
  • Quotations or estimates for machinery or expansion
  • KYC of the business and promoters

Frequently asked

What is CMA data and why does the bank want it?+

CMA (Credit Monitoring Arrangement) data is a structured statement of your past and projected financials that banks use to assess working-capital and term-loan eligibility. Most lenders require it for limits above a threshold.

Can you help with government scheme loans?+

Yes. We prepare documentation for schemes like Mudra, CGTMSE, PMEGP and Stand-Up India, and align your project report to the scheme guidelines.

Do you guarantee the loan will be approved?+

No one can guarantee approval, since the lender decides. We make sure your documentation is complete, realistic and bankable so it is not rejected on paperwork.

Will the projections be realistic?+

We build projections grounded in your actual performance and sector norms. Inflated numbers get rejected at appraisal, so we keep them defensible.

Ready for hassle-free loan & cma reports?

Pick a slot or WhatsApp us — we'll take it from there.