Funding Readiness Pack
Assemble what lenders and investors ask for — fast
Build a lender-ready package — business case, financial summary, forecast, and Q&A prep — so you can pursue financing with confidence despite tighter underwriting.
INGREDIENTS
PROMPT
Create a funding readiness dossier for my SMB. Ask for: amount needed, use of funds, current revenue, margins, debt, and available collateral. Produce: - a one-page business case, - a document checklist (P&L, balance sheet, cash flow, tax returns, bank statements), - a simple forecast narrative (how funds change outcomes), - 10 likely lender questions with suggested answers. Do not claim guarantees of approval.
How It Works
Lenders and investors ask for the same handful of things. This byte walks you through
assembling them: a one-page business case, a financial checklist with gap analysis,
a 12-month forecast narrative, and answers to the 10 questions every lender asks.
What You Get
- A one-page business case (amount, use of funds, payback logic)
- A key financials checklist with gaps flagged
- A 12-month forecast summary
- "Lender Q&A" prep (10 likely questions with suggested answers)
Setup Steps
- Gather your last 12–24 months of financials (or accounting exports)
- Know your ask: amount needed, use of funds, and available collateral
- Run the byte and fill in the gaps it identifies
- Review the Q&A prep before any lender or investor meeting
Tips
- The document checklist is your real deliverable — fill every gap before you apply
- The business case should answer "why now, why you, why will you repay" in one page
- Does not guarantee approval — this is preparation, not a promise
- Have your CPA review the financials before submitting