You do not need a perfect lender package to begin using CapAdvise™, but accurate information produces a more useful result.
At minimum, be ready to provide the business’s legal name, industry, ownership details, requested amount, exact use of funds, time in business, and recent revenue information.
Common information requested
Depending on the funding need, CapAdvise™ may ask about monthly revenue, average bank balances, existing debt, personal credit range, entity type, state, employees, collateral, equipment, accounts receivable, or real-estate details.
For a real-estate request, that may include the property address, purchase price, current value, rehabilitation budget, experience, exit strategy, and timeline.
Documents to begin organizing
Even if the first screen does not require uploads, it is smart to gather recent bank statements, tax returns, financial statements, debt schedules, ownership records, formation documents, identification, and contracts supporting the use of funds.
Do not inflate numbers to unlock a product. A false positive is not a capital path; it is a delayed rejection.
Practical takeaway: Accurate inputs help CapAdvise™ distinguish what may work now from what requires preparation first.