LIFTFORWARD, INC.

Contact Information

POC	PAUL E. WRIGHT
Phone	+1 917-477-6495
Address	222 BROADWAY FL 19, NEW YORK, NY, 10038 2550, UNITED STATES

Ownership of Offeror Information

Highest Level Owner	Information not Available

Immediate Level Owner	Information not Available

List of Offerors (0)	Information not Available

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	522298
Sponsor’s telephone number	9293744635
Plan sponsor’s address	222 BROADWAY, 19TH FL, NEW YORK, NY, 100382550

Signature of

Role	Plan administrator
Date	2024-08-05
Name of individual signing	MANUELA BARTONEK

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	522298
Sponsor’s telephone number	9293744635
Plan sponsor’s address	222 BROADWAY, 19TH FL, NEW YORK, NY, 100382550

Signature of

Role	Plan administrator
Date	2023-11-14
Name of individual signing	MANUELA BARTONEK

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	522298
Sponsor’s telephone number	9293744635
Plan sponsor’s address	222 BROADWAY, 19TH FLOOR, NEW YORK, NY, 10038

Signature of

Role	Plan administrator
Date	2023-12-22
Name of individual signing	MANUELA BARTONEK

Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	522298
Sponsor’s telephone number	9737133321
Plan sponsor’s address	180 MAIDEN LANE 10TH FLOOR, NEW YORK, NY, 10038

Signature of

Role	Plan administrator
Date	2022-01-04
Name of individual signing	BARBARA STEINBERG

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	522298
Sponsor’s telephone number	9293744635
Plan sponsor’s address	222 BROADWAY, 19TH FLOOR, NEW YORK, NY, 10038

Signature of

Role	Plan administrator
Date	2023-12-22
Name of individual signing	MANUELA BARTONEK

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	522298
Sponsor’s telephone number	8885146539
Plan sponsor’s address	180 MAIDEN LANE 10TH FLOOR, NEW YORK, NY, 10038

Signature of

Role	Plan administrator
Date	2019-07-30
Name of individual signing	BARBARA STEINBERG

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	522298
Sponsor’s telephone number	9737133321
Plan sponsor’s address	261 MADISON AVE 9TH FLOOR, NEW YORK, NY, 10016

Signature of

Role	Plan administrator
Date	2018-10-15
Name of individual signing	BARBARA STEINBERG

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	522298
Sponsor’s telephone number	9737133321
Plan sponsor’s address	261 MADISON AVE 9TH FLOOR, NEW YORK, NY, 10016

Signature of

Role	Plan administrator
Date	2017-10-14
Name of individual signing	BARBARA STEINBERG

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	522298
Sponsor’s telephone number	9737133321
Plan sponsor’s address	261 MADISON AVE 9TH FLOOR, NEW YORK, NY, 10016

Signature of

Role	Plan administrator
Date	2016-10-18
Name of individual signing	BARBARA STEINBERG

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	523900
Sponsor’s telephone number	9737133321
Plan sponsor’s address	261 MADISON AVE 9TH FLOOR, NEW YORK, NY, 10016

Signature of

Role	Plan administrator
Date	2015-07-22
Name of individual signing	BARBARA STEINBERG

Loan Status Date	2021-04-17
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	462492
Loan Approval Amount (current)	462492
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	121536
Servicing Lender Name	Customers Bank
Servicing Lender Address	40 General Warren Blvd, Malvern, PA, 19355
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	NEW YORK, NEW YORK, NY, 10038-4925
Project Congressional District	NY-10
Number of Employees	31
NAICS code	541511
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Corporation
Originating Lender ID	121536
Originating Lender Name	Customers Bank
Originating Lender Address	Malvern, PA
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	466546.72
Forgiveness Paid Date	2021-02-24

Loan Status Date	2022-03-25
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	462493
Loan Approval Amount (current)	418525
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	121536
Servicing Lender Name	Customers Bank
Servicing Lender Address	40 General Warren Blvd, Malvern, PA, 19355
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	New York, NEW YORK, NY, 10038-4925
Project Congressional District	NY-10
Number of Employees	20
NAICS code	541511
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Corporation
Originating Lender ID	121536
Originating Lender Name	Customers Bank
Originating Lender Address	Malvern, PA
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	422744.65
Forgiveness Paid Date	2022-03-10

Capabilities Statement Link	-
Phone Number	917-477-6495
Fax Number	-
E-mail Address	paul@liftforward.com
WWW Page	www.liftforward.com
E-Commerce Website	https://www.liftforward.com
Contact Person	PAUL WRIGHT
County Code (3 digit)	061
Congressional District	10
Metropolitan Statistical Area	5600
CAGE Code	7HGZ0
Year Established	2013
Accepts Government Credit Card	Yes
Legal Structure	Corporation
Ownership and Self-Certifications	Black American, Other Minority Owned, Self-Certified Small Disadvantaged Business
Business Development Servicing Office	NEW YORK DISTRICT OFFICE (SBA office code 0202)
Capabilities Narrative	LiftForward provides manufacturers and distributors with point-of sale software and financing solutions for their small business customers, allowing manufacturers to sell their goods and services as subscription products. LiftForward also supplies the financing providing a total end-to-end solution.
Special Equipment/Materials	(none given)
Business Type Percentages	Service (100 %)
Keywords	Payments software and services POS software
Quality Assurance Standards	(none given)
Electronic Data Interchange capable	-

Current Principals

Name	Jeffrey Rogers
Role	President

SBA Federal Certifications

HUBZone Certified	No
Women Owned Certified	No
Women Owned Pending	No
Economically Disadvantaged Women Owned Certified	No
Economically Disadvantaged Women Owned Pending	No
Veteran-Owned Small Business Certified	No
Veteran-Owned Small Business Joint Venture	No
Service-Disabled Veteran-Owned Small Business Certified	No
Service-Disabled Veteran-Owned Small Business Joint Venture	No

Bonding Levels

Description	Construction Bonding Level (per contract)
Level	$0
Description	Construction Bonding Level (aggregate)
Level	$0
Description	Service Bonding Level (per contract)
Level	$0
Description	Service Bonding Level (aggregate)
Level	$0

NAICS Codes with Size Determinations by NAICS

Primary	Yes
Code	513210
NAICS Code's Description	Software Publishers15
Buy Green	Yes
Code	449210
NAICS Code's Description	Electronics and Appliance Retailers
Buy Green	Yes
Code	455110
NAICS Code's Description	Department Stores
Buy Green	Yes
Code	455211
NAICS Code's Description	Warehouse Clubs and Supercenters
Buy Green	Yes
Code	455219
NAICS Code's Description	All Other General Merchandise Retailers
Buy Green	Yes
Code	522210
NAICS Code's Description	Credit Card Issuing
Buy Green	Yes
Code	522220
NAICS Code's Description	Sales Financing
Buy Green	Yes
Code	522291
NAICS Code's Description	Consumer Lending
Buy Green	Yes
Code	522390
NAICS Code's Description	Other Activities Related to Credit Intermediation
Buy Green	Yes
Code	532210
NAICS Code's Description	Consumer Electronics and Appliances Rental
Buy Green	Yes
Code	532289
NAICS Code's Description	All Other Consumer Goods Rental
Buy Green	Yes
Code	532420
NAICS Code's Description	Office Machinery and Equipment Rental and Leasing
Buy Green	Yes
Code	533110
NAICS Code's Description	Lessors of Nonfinancial Intangible Assets (except Copyrighted Works)
Buy Green	Yes

Export Profile (Trade Mission Online)

Exporter	Yes
Export Business Activities	Service(s), Consultant, Financing
Exporting to	Australia; Canada; United Kingdom
Desired Export Business Relationships	Licensing, Franchising, Alliances, Investment
Description of Export Objective(s)	Investment