Before you ask anyone for money—bank, investor, or your uncle with "some cash to put to work"—you need a clear picture of exactly why you’re raising capital and where it’ll go. Not having that clarity is one of the biggest reasons small businesses either get denied or end up with funding that works against them.
Are you hiring a team? Launching a new product line? Expanding into a new market? Write it down.
Be as specific as possible. How much for labor? Equipment? Marketing? Extra inventory?.
It’s not just up-front costs. You’ll need runway to cover your operations while growth efforts take off.
for the last 2–3 years (or projections if you're newer).
showing assets, liabilities, and equity
Ithat detail where money is coming from and going to
for business and sometimes personal, depending on the lender
A clear overview of who you are, what the business does, and what problem you solve.
Data that shows demand and competitive landscape
Ithat detail where money is coming from and going to
for business and sometimes personal, depending on the lender