Hey everyone, glad to be here! Iām Nicholas Kaufmann, VP of Sales & Operations at Small Biz Heroes.
I work hand-in-hand with Zach and our teams to oversee your referrals getting packaged right, approved fast, and funded cleanly, with clear updates and zero guesswork for you or your clients.
What you and your clients can expect:
- Speed & Clarity: A tight pre-qual and underwriting flow, with professional packaging and lender-matching across 100+ capital sources
- Higher Win Rates: Smart program pairing (cashflow financing, LOCs, term loans, equipment, startup funding, SBA readiness) to maximize approvals and terms
- White-Glove Treatment: Transparent communication, milestone updates, and a clean client experience youāll be proud to put your name on
- Plug-and-Play Assets: Guidelines, scripts, and warm-handoff templates so referrals take minutes, not hours.
How Iāll show up here:
- Share practical training, SOPs, and checklists you can use the same day
- Post industry insights (whatās winning now, what to avoid)
- Respond to quick ādeal triageā threads so you can sanity-check files before you send them
**Tag me with questions or edge cases, and Iāll help you route to the best program.
Excited to help you win bigger, faster, and easier, while giving your clients a funding experience that builds long-term trust (and repeat deals). The best part? Weāre just getting started⦠There are even more great things coming down the road here. Letās make it happen together. ā”
Nicholas Kaufmann, VP Sales & Operations | Small Biz Heroes