That’s a Wrap: Happy new year from P2Bi

Wishing you an ex-traordinary new year (2)

It’s almost 2016!

Before we dive headfirst into the new year, we want to take a minute to thank you for supporting us in this last year.

In 2015, we hit some significant milestones, so ringing in the new year is especially sweet for us as we celebrate our achievements over the past 12 months. Last January, we announced that cofounder and former COO Krista Morgan took the helm as CEO. In March, we announced that we hit a $50 million milestone. Througout the year, Krista was published in Forbes,, and Fast Company for her thought leadership on building diverse teams, nurturing a successful company culture, and financing a startup the right way. In October, we launched Ex-Factor (featured in the Denver Post), a revolutionary new hybrid ABL/factoring product and hit another milestone—$110 million this time. We also introduced you to the Ex-Traordinary Woman and her exhibitionist ex-husband. We rolled out new borrower technology that makes managing a million dollar line of credit a breeze. At the moment, we’ve funded over $140 million to our borrowers since signing our first client in May 2014, and we welcomed so many new and ex-cellent (see what we did there?) borrowers, investors, and team members this year.

The growth we achieved this year came with a lot of sweat and long hours, laughter, and even a few pies in the face. It wasn’t always easy, but we enjoyed the challenges and are eager to take on 2016. We have so much in the works for this coming year, so stay tuned.

Help us keep on keepin’ on by referring a business that could use a revolving line of credit from P2Binvestor. You can also holler at our sales team for more info. Have you tried our quote calculator? If not, give it a whirl:


We made it into Fast Company! 
This month, Krista was published in Fast Company for her piece on what to do with all that money you just raised for your startup. Take a read. Like it? Help us out with a share on your social media channel of choice.


P2Bi Client News: Missy J’s Storefront and Holiday Discount
Can it be so? A delicious candy that reminds us of chocolate and awesome blended together, but has no refined sugar, caffiene, or dairy? This unicorn of sweet treats does, in fact, exist and is made by our favorite candymaker, Missy J’s. Missy J’s just opened a new storefront in Boulder, Colorado, but can be found in almost every Whole Foods west of the Mississippi. If you’re in the area, we definitely suggest checking out her delicious, all-natural, dairy-free, refined sugar-free, caffeine-free, and regret-free treats straight from the factory line (um, bonus: She’s located right next to the Boulder Beer Company at 2825 Wilderness Place in Boulder).
 Trust us, Missy J’s treats are delicious. If you aren’t close enough to stop in or find her at a retailer, you can order direct from her website. Receive a 10% discount with code P2Bi10% on any order.


angela-headshot.jpgMeet our Team: Angela Lindow, A/R & Operations Specialist
Angela came to P2Bi after working as a credit analyst for Shamrock Foods’ entire California Division. She is part of the lifeblood of P2Bi—she makes sure that cash is always flowing into our accounts and out to our borrowers. A mom of three, Angela’s kiddos keep her occupied during her off hours. She also enjoys knitting, sewing, and watching geeky TV shows like Doctor Who. She even has the blue telephone box (ahem, TARDIS) proudly displayed on her desk at work. Angela has been with P2Bi since the early days and says that being part of P2Bi’s growth has been incredibly exciting. She can’t wait to see where our great leadership, awesome collaborative culture, and innovative products take us in the future. Fun fact: Angela spent the first decade of her life growing up in Guam and is an aficionado of Spam®.

Next Webinar: True Investment Diversity With a Self-Directed IRA Retirement Plan
After such high participation and interest in our last webinar on self-directed IRAs, we have decided to host a follow-up webinar to share additional tips for investing in alternative assets for a fully diversified portfolio. On Friday, January 8, at 11 a.m. MST, Chris Tanner of Diverse Retirement Solutions and Clay Malcolm of New Direction IRA will lead a discussion about best practices when establishing and operating a self-directed IRA. Register here. Remember, even if you can’t attend the live webinar, register anyway and we will send you the recording afterward.


Out & About: January Edition
In January, we’ll be in Las Vegas for the International Consumer Electronics Show in the early part of the month. Mid-month, Krista will be presenting at the Cloud Lending Summit in Las Vegas alongside industry leaders and our friends from Lend Academy, Bluevine, Liftforward, and other platforms and thought leaders in our space. Later in January, we’ll be at the SnowSports Industries America Snow Show in Denver. Will you or someone you know be at one of these events? Want to meet up? Drop us a line at

Refer a growing business; earn a reward
Accredited investors on our platform aren’t the only ones who can earn a return for helping us help small businesses grow. Our borrowers are typically U.S. based and B2B with at least a year of operating history, at least $500,000 in annual revenue, and accounts receivable, inventory, or monthly recurring revenue to use as collateral. Request a demo or get a 30-second quote from our quote calculator. Don’t just take her word for it.

Non-ISOs: Refer a business our way with a warm email introduction and you could earn a cash reward. Send a note to Erin at to learn more.

ISOs: Join our affiliate network and learn more about how we can work together to best serve our clients and prospects. Send an email to Erin at if you are interested in learning more about how we work with ISOs, other platforms, and bankers to help solve the capital problems of our respective business clients.


Cash-flow Forecasting for Companies at All Stages

Winter is Coming: Six Tips to Help Your Small Business Slay the Holiday Season

Ten Myths About Crowdfunding

Final SEC Crowdfunding Rules: What You Should Know


We’d like to leave you with a few more shots of our team in 2015. From all of us, we wish you and yours a happy and healthy new year filled with amazing people and experiences.



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