Funding Compass — student-created educational checklist
Funding checklist
Get Ready to Seek Funding Student-created educational checklist. Requirements vary by funding provider.
1 Define your funding need. Identify what the money would pay for, approximately how much you need, and when you need it. 2 Review your business finances. Understand your revenue, expenses, existing debt, and ability to repay borrowed money. 3 Gather relevant records. Depending on the provider, these may include financial statements, tax returns, bank statements, business information, and a business plan. Requirements vary. 4 Compare suitable options. Check the provider’s eligibility requirements, permitted uses, total borrowing costs, repayment schedule, fees, and any collateral or personal-guarantee requirements. 5 Get help preparing. Find a business adviser or appropriate local contact who can help you understand requirements and prepare questions. 6 Apply through the official provider. Confirm the application requirements, submit through the provider’s official channel, and keep copies. Your progress is saved only in this browser on this device—no account is needed and nothing you check off is sent to us. The PDF contains the same six steps plus the official resource links.
Never upload financial documents or enter sensitive financial information on this website. Share those only with the funding provider through its official channel.
Not sure which options to compare? Explore funding options