GET FUNDED

Get Your Documents In Order
And Get Funded Faster.

With our simple, interactive funding document checklist, you can see exactly what documents you will need in order to complete your funding application, based on the funding amount and the funding type.

What Happens After You Submit?

STEP

one

Submit Your Application

Complete your Funding Application and submit the necessary documents (see checklist) along with it.

STEP

two

Select Your Offer Terms

After completing the underwriting, we will reach out to you to review your available funding options.

STEP

three

Funds Are Sent To You

Submit your final funding documents and complete the funding agreement, and then you are FUNDED!

GET FUNDED

Enter the details of your funding request to continue:

Average Monthly Revenue*
$
Funding Amount Requested*
$
Preferred Funding Product*
Select
Working Capital Loan
Cash Flow Funding
Merchant Cash Advance
Business Line Of Credit
Reverse Consolidation
Equipment Financing
Start Over

Working Capital Loan Document Checklist

Below are the list of necessary documents required to apply for a Working Capital Loan—from application to funding.

Documents Required To Apply
Optional Supporting Documents
  • Aging A/R Report or Open Invoices/Contracts
  • Most Recent 4 Months Processing Statements
Required for Approvals of $100,000+
  • Most Recent Year of Corporate Tax Returns
  • Balance Sheet and Profit & Loss Statement
Required Documents for Funding
  • Voided Business Check (All Bank Accounts)
  • Color Copy of Driver's License (All Owners)
  • Proof of Ownership Form (K1 or Schedule C)
Download the Required Document Checklist

Cash Flow Funding Document Checklist

Below are the list of necessary documents required to apply for Cash Flow Funding—from application to funding.

Documents Required To Apply
Optional Supporting Documents
  • Aging A/R Report or Open Invoices/Contracts
  • Most Recent 4 Months Processing Statements
Required for Approvals of $100,000+
  • Most Recent Year of Corporate Tax Returns
  • Balance Sheet and Profit & Loss Statement
Required Documents for Funding
  • Voided Business Check (All Bank Accounts)
  • Color Copy of Driver's License (All Owners)
  • Proof of Ownership Form (K1 or Schedule C)
Download the Required Document Checklist

Merchant Cash Advance Document Checklist

Below are the list of necessary documents required to apply for a Merchant Cash Advance—from application to funding.

Documents Required To Apply
Optional Supporting Documents
  • Aging A/R Report or Open Invoices/Contracts
  • Most Recent 4 Months Processing Statements
Required for Approvals of $100,000+
  • Most Recent Year of Corporate Tax Returns
  • Balance Sheet and Profit & Loss Statement
Required Documents for Funding
  • Voided Business Check (All Bank Accounts)
  • Color Copy of Driver's License (All Owners)
  • Proof of Ownership Form (K1 or Schedule C)
Download the Required Document Checklist

Business Line Of Credit Document Checklist

Below are the list of necessary documents required to apply for a Business Line Of Credit—from application to funding.

Documents Required To Apply
Optional Supporting Documents
  • Aging A/R Report or Open Invoices/Contracts
  • Most Recent 6 Months Processing Statements
Required for Approvals of $100,000+
  • Most Recent Year of Corporate Tax Returns
  • Balance Sheet and Profit & Loss Statement
Required Documents for Funding
  • Voided Business Check (All Bank Accounts)
  • Color Copy of Driver's License (All Owners)
  • Proof of Ownership Form (K1 or Schedule C)
Download the Required Document Checklist

Reverse Consolidation Document Checklist

Below are the list of necessary documents required to apply for Reverse Consolidation—from application to funding.

Documents Required To Apply
Optional Supporting Documents
  • Aging A/R Report or Open Invoices/Contracts
  • Most Recent 4 Months Processing Statements
Required Documents for Funding
  • Voided Business Check (All Bank Accounts)
  • Color Copy of Driver's License (All Owners)
  • Payoff Letters or Contracts (All Positions)
  • Proof of Ownership Form (K1 or Schedule C)
Download the Required Document Checklist

Equipment Financing Document Checklist

Below are the list of necessary documents required to apply for Equipment Financing—from application to funding.

Documents Required To Apply
  • Completed Capitalize Funding Application
  • Equipment Purchase Order or Sales Invoice
  • Most Recent 4 Months Bank Statements
  • Month-To-Date Statement (if after the 10th)
Optional Supporting Documents
  • Most Recent Year of Corporate Tax Returns
  • Aging A/R Report or Open Invoices/Contracts
Required Documents for Funding
  • Voided Business Check (All Bank Accounts)
  • Color Copy of Driver's License (All Owners)
  • Proof of Ownership Form (K1 or Schedule C)
Download the Required Document Checklist