Other Supporting Documents

For existing business additional financial history (past three years) will be needed:

  • Income (P&L) Statements
  • Balance Sheets - latest no more than 45 days old

The following list suggests some of the other documents that might be included in a loan request or investor proposal:

  • Resumes of key personnel
  • Credit information for existing businesses
  • Quotes or estimates for equipment or construction
  • Letters of intent / contracts from potential customers
  • Lease or purchase agreements
  • Maps showing location and market information
  • Photographs of products, equipment or buildings
  • Charts and graphs to support marketing data
  • Articles / reports to support industry trends data
  • Other legal agreements (patents, license to manufacture, employment contracts, etc.)