Free preparation checklist
Your business story.
The records to support it.
A practical starting point for gathering your business information. Work through four areas, check off what you have, and print a copy to keep.
No account required. No documents uploaded here.
Four areas.
One clearer file.
- Records to consider
- 13
- Cost to use
- Free
Requirements vary by provider and funding route.
0 of 13 items gathered
Checks stay on this page and reset when you leave. Print or save a PDF to keep your progress. This is a preparation list, not an eligibility score.
01 / Preparation
Who you are
Identity and the right to act for the business.
02 / Preparation
That the business is trading
Real revenue, real activity, real obligations being met.
03 / Preparation
What you already owe
The load the new repayment would sit on top of.
04 / Preparation
What the money is for
A use the funder can underwrite, not a gap being papered over.