Financing Basics
Financing Readiness Checklist
The documents and information you need to apply for financing, organized by financing type so you prepare in advance.
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What you get
Walk into any application prepared
Approvals move at the speed of your documentation. Gather these items first and a 2-5 business day funding timeline stays a 2-5 business day timeline.
- Core documents every lender requests
- Factoring-specific items: AR aging, customer list, sample invoices
- ABL-specific items: inventory reports, equipment lists, borrowing base inputs
- Government contractor items: contract award documents and AoC basics
More financing basics resources
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The Business Owner's Guide to Working Capital Financing
A 20-page guide covering every major financing option, when to use each, how to qualify, and what to watch for. Written for business owners, not finance professionals.
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Financing Solutions Comparison Matrix
Side-by-side comparison of factoring, ABL, PO financing, AR financing, and equipment financing. Compare speed, costs, requirements, and best use cases on two pages.
PDF Download · 2 pages · FreeView