Funding Readiness Checklist

Get organized before you apply. This one-page checklist shows you exactly what documents and details you’ll need to prepare for business funding—so you can move fast and avoid surprises. A must-have for startups and established businesses alike.

Before you apply for business funding, make sure you’re truly ready. Our Funding Readiness Checklist walks you through the documents, financials, and details most lenders look for—so you’re never caught off guard.

Whether you’re just exploring your options or preparing to meet with a funding advisor, this step-by-step checklist helps you organize what you need in advance, saving time and increasing your chances of approval.

What’s included:

  • The 8 essential documents you’ll need to apply

  • Additional documents that may be needed in some cases

  • A one-page printable to track your readiness

Ready to get prepared?

Complete the short form below to instantly access your free Funding Readiness Checklist.