FUNDING / REQUIREMENTS

Build a better file.

Documentation requirements change by funding lane, but clean information and a coherent repayment story make almost every financing conversation easier.

PREPARATION, NOT PAPERWORK FOR ITS OWN SAKE

Make the file
easy to understand.

Choose a lane for a practical starting checklist. A provider can request more information after reviewing the transaction.

Reconcile statements to the financials.
Explain unusual transactions.
List all existing payment obligations.
Keep sensitive documents in a secure channel.

Choose a funding lane

0 OF 3 PREPARED

Documents commonly requestedRecent business bank statementsCurrent profit and loss statement and balance sheetExisting debt schedule

A preparation aid; actual requirements vary by provider and transaction. Your selections are not saved or submitted.

Understand working capital →

YOUR NEXT MOVE

Make your next move an informed one.

Start with your profile. Understand the tradeoffs. Prepare a clear request.

Check readiness Prepare a funding brief

Build a better file.

Make the fileeasy to understand.

Make your next move an informed one.

Make the file
easy to understand.