A to Z Funding Prep Checklist

Everything lenders commonly ask for, in one simple list.

By Robbie Garvey, Founder · Last updated

What's inside

  • A five-minute "Start Here" check to see where you stand today
  • An A to Z list of the documents and details lenders commonly ask for, with a note on why each one matters
  • Extra items by funding type, so you only gather what fits your path
  • Your next steps, and how to start when it feels right

Who it's for

Anyone getting ready to explore funding for the first time, or anyone who wants to show up organized.

Format: PDF, 9 pages. Free. Education only, not legal, tax or financial advice.

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What documents do lenders usually ask for?

Most lenders start with a few months of business bank statements, a basic application, a government ID and a look at credit. Some options also ask for tax returns, financial statements or details about the equipment or property. The checklist walks through each item and why it matters.

By Robbie Garvey, founder of Natural Lending Co · Updated

Related options

Whenever it feels right, let's talk it through.

No pressure and no hard credit pulls to start. Tell us where your business stands, and we'll walk the options together.

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