Guide · 3 min read

Documents needed for business funding

A checklist of the documents you need to apply for a merchant cash advance or business loan, and what each one tells the funder.

Having these ready before you apply is the single easiest way to get funded faster.

To receive an offer

  • Completed application. Basic business and owner information.
  • Last 3 to 4 months of business bank statements. Full PDF statements downloaded from your bank, all pages.
  • Month-to-date activity. If you are more than two weeks into the month, a current transaction history helps.

Before funding

  • Driver’s license for each owner signing.
  • Voided business check or bank letter confirming the account.
  • Proof of ownership such as articles of organization, if requested.

For larger amounts or loan products

  • Business tax returns
  • Profit and loss statement and balance sheet
  • Equipment quote or invoice for equipment financing
  • Payoff letters for any advances being consolidated

Ready? Start your application. It takes about two minutes.

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