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To ensure you receive the most favorable funding offer for your business, please provide us with the following documents and information, if applicable to your situation:

Most Recent Bank Statements

The most recent 4 months of bank statements for all business accounts are necessary for underwriting.

Accurate Accounting of Debts

Balances of any existing funding must be verifiable by payoff letter or original funding contract.

Aging A/R Report or Open Invoices

The most recent 4 months of bank statements for all business accounts are necessary for underwriting.

Please enter the information below to continue:

Thanks, —. Upload bank statements for —:

Month 1*
Month 2*
Month 3*
Month 4*

In order to avoid processing delays, all submissions received after the 10th of the month must include a MTD statement, which can be uploaded in the 'Additional Documents' field below.

Upload any additional supporting documents below:
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Submitted Successfully!

Your documents were submitted successfully! Our team will start working on your file right away and we'll be in touch with you soon to review your approval options.

In the meantime, if you have any questions, please contact us at:

(877) 338-6387

Thank you for choosing Capitalize Funding as your trusted partner in funding!

What Comes Next..

Update Your Documents.

Upload the requested documents above to update your funding application.

Review Your Offers.

We'll go over your approval options with you and make any necessary adjustments.

Receive Your Funding.

Submit your funding stipulations, authorize the agreement, and get funded today.

View a list of documents required by funding product.