Business formation
If you're applying as a business entity.
Funding-ready checklist
Get funding-ready.
Walk through this checklist at your own pace. Check off what you have gathered, and we'll track your readiness. When you're set, book a free 20-minute consultation and bring it with you.
Your readiness
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0 of 25 items gathered
Bank statements
Proof of cash flow for the underwriter.
Tax returns
Recent returns for you and the business.
Financial statements
For business funding applicants.
Credit position
A snapshot of where your credit stands today.
The ask
What you need and what it's for.
Existing debts
What you already owe and pay monthly.
Business track record
For business funding applicants.
Not sure you have everything?
Bring what you have. We'll sort the rest together on the call — that's what the free consultation is for.
Ready to pursue funding?
Ready to book your funding solutions consultation?
Bring this checklist to your free 20-minute consultation. We'll review what you qualify for, compare your options side by side, and explain the true cost of each — no cost, no obligation.
You'll be taken to our consultation booking page to pick a time that works for you.