What we ask for upfront (and what we don't)
Initial intake: your audience (business, investor, or both), purpose, amount, timing, and contact details — plus a few audience-specific questions.
We do NOT request your Social Security number, bank login credentials, or document uploads in the public form.
Documents are requested later through a private, invitation-only link after a human reviews your match.
Common business documents (partner requirements)
Recent business bank statements (often 3–6 months).
Business tax returns (often 2 years).
Articles of incorporation or formation.
Personal identification and sometimes a personal financial statement.
Product-specific items — e.g., an equipment quote for equipment financing, an AR report for invoice financing.
Common investor documents (partner requirements)
Lease or rent roll / market rent estimate for rentals.
Property appraisal (ordered through the partner).
Entity documents (LLC, etc.).
Existing loan statements for refinances.
Rehab scope and budget, and comparable sales, for fix-and-flip.
What to prepare now
Gather the basics — bank statements, tax returns, entity docs — so you can respond quickly to a document request.
Don't upload sensitive documents to a public form. Wait for the private, invitation-only link tied to your reviewed request.
If something is hard to find, tell us — 'Not sure' is a valid answer, and we'll request details later rather than overwhelm you.
The takeaway
Prepare the basics now, but share them only through the secure, invitation-only link after human review. The initial intake stays light on purpose.