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Take great care in your preparation of all the items mentioned in the previous fourteen chapters. Unfortunately, you normally only get one shot per funding source, so make it your best!

Have Additional Information To Have Ready

  • Schedule of Assets
  • Personal Financial Statements
  • Credit Report Releases
  • Business Tax Returns
  • Personal Tax Returns
  • Articles of Incorporation
  • Copies of Orders or Invoices
  • Customer Testimonials
  • Trade References
  • Banking References
  • Title Reports (equipment, equipment lease, equity, equity placement, real estate, etc.)
  • Asset Appraisals
  • Patents, Trademarks or Licenses


  • First impressions are lasting, make a good one.
  • Use a color product brochure as a cover.
  • Bind the material in such a way that allows for easy reading.
  • Tab each section for direct access.
  • Keep your information concise and to the point.
  • Pictures are worth a thousand words, include good ones.
  • Support assumptions with facts, not more assumptions.

Workbook Main Menu I return To Chapter 16

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