Document preparation guide
Gather the materials relevant to your request after the initial review.
Business and ownership
Business registration, ownership records, identification, bank statements, tax records, financial statements and debt schedules.
Invoices, orders and inventory
Receivables aging, sample invoices, proof of delivery, customer lists, purchase orders, supplier quotes and inventory records.
Property and construction
Purchase agreements, appraisal, rent roll, leases, mortgage statements, contractor information, plans, permits and construction budget.
Equipment and asset financing
Vendor quotes, equipment invoices, ownership records, titles, serial numbers, valuations, lien information and proof of insurance.
Acquisitions, innovation and investment
Letter of intent, target financials, franchise disclosures, patent records, project plan and investment materials.
Full funding application guide · F70001 ↗
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