Preparing for financing, whether it be loans or lines of credit, requires a certain amount of due diligence by the lender or bank to "approve" you or make you an offer.

This typically includes, but is not limited to: Credit history, bank statements, business tax returns, business plan, P&L, and others.

To better prepare for funding, we recommend completing the Skip Funding Checklist items on your Skip Dashboard. This will allow you to go into funding better prepared and securely track your important business documents; below is a screenshot of how the page looks on the Skip Dashboard.