Funding6 min read
Funding documents and records
Prepare a clean document pack without oversharing sensitive business or customer information.
What you will leave with
- Names and dates must be consistent
- Every document should support the request
- Use secure, official submission channels
Step 01
Identity and business records
Requirements vary by provider and business structure.
- Current identification
- Registration records where applicable
- Permits or tax records where requested
- Ownership and debt information
Step 02
Trading evidence
Show how the business actually earns and spends money.
- Sales and expense records
- Statements and payment records
- Invoices and receipts
- Customer or contract evidence where appropriate
Step 03
Application documents
Make the purpose and assumptions easy to review.
- Business summary
- Cash-flow forecast
- Use-of-funds breakdown
- Relevant supplier quotations
Take the next practical step.
Use this guide as a decision aid, then record the action, owner and date that move the work forward.