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IDEAL FUNDING LLC — SBA Loan Record (Waxhaw, NC) | DealRoom

Intelligence/Portfolio Management and Investment Advice/NC

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SBA lending record

IDEAL FUNDING LLC

3005 STERLING DR, Waxhaw, NC 28173 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$75K

Total SBA financing

1

Loan on record

FY2022

On record

—

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is IDEAL FUNDING LLC your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$75,000 — FY2022

Gross approval: $75,000
SBA guaranteed: $37,500 (50%)
Status: Current
Rate at approval: 7.8% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 6/22/2022
First disbursement: 7/6/2022
Days to fund: 14 days
Collateral: None
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: TD Bank, National Association
Address: 3005 STERLING DR
City: Waxhaw, 28173
County: Union
SBA district office: NORTH CAROLINA DISTRICT OFFICE
Congressional district: 9

The lender

TD Bank, National Association

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding portfolio management and investment advice — by location, industry.

SBA lenders in North Carolina Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in North Carolina

Similar businesses

Comparable portfolio management and investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

The Roberts Companies, Inc.

Fort Mill, SC· ~13 mi

Portfolio Management and Investment Advice

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

FWC FINANCIAL, LLC

Cary, NC· ~127 mi

Portfolio Management and Investment Advice

$70K
SBA financing: ≈ $137K–$229K
Est. revenue (rough)

Ten 3 One Services, LLC

Greenville, SC· ~92 mi

Portfolio Management and Investment Advice

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

Wall Street Investments, LLC

Clinton, NC· ~138 mi

Portfolio Management and Investment Advice

$80K
SBA financing: ≈ $157K–$261K
Est. revenue (rough)

Navigation Planning Group LLC

Greenville, SC· ~92 mi

Portfolio Management and Investment Advice

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Strategic Advisory Partners

Greensboro, NC· ~98 mi

Portfolio Management and Investment Advice

$100K
SBA financing: ≈ $197K–$328K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for IDEAL FUNDING LLC in Waxhaw, NC (Portfolio Management and Investment Advice). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $75K
On record FY2022
Industry: Portfolio Management and Investment Advice
Location: Waxhaw, NC
Lender: TD Bank, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management and Investment Advice businesses in NC for ~$75k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/ideal-funding-llc-nc
API:: https://dealroom.so/api/public/businesses/ideal-funding-llc-nc
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is IDEAL FUNDING LLC your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with IDEAL FUNDING LLC.