Funding pack preparation
Gets your paperwork and your story ready before you ask a bank or a finance house for money, and tells you what is missing.
Updated September 16, 2026 · Finance · In the $399 library
What you get
A document checklist, a one-page funding summary, and an honest list of the questions you will be asked.
What you need to hand
- How much you want, what for, and when you need it
- Your last two years of accounts and recent management figures
- What you can offer: trading history, the asset itself as security, contracts or call-off orders in hand, guarantees
- Existing borrowing: asset finance on trucks or machines, invoice finance, overdraft, leases
- Your own view of the risks
How you might ask
I want $240k for a second machining center that would let me take a call-off contract worth $720k a year. Two years of accounts, sales $4.1m, net profit $310k, existing $180k of asset finance across two trucks and a press. Get me ready to approach the bank.
Get the full instructions
This skill's complete briefing is part of the complete library: all 44 skills as complete files. One payment of $399 USD, delivered as a ZIP you keep. Works with your own ChatGPT account.