Prepare Your Financial Package: Download the Free Template

When lenders request financials, they expect to see more than a yearly snapshot—they want a detailed breakdown of your financial history. To support the funding application process and secure capital for your growing company, you’ll need to pull everything together in a standard presentation—and this template makes it easy.

The template includes the following in lender-preferred formats:

• P&L statement
• Balance sheet
• Cash flow statement
• AP & AR aging reports
• For SaaS companies, MRR by Customer by Month

Investors and lenders evaluate these statements to gauge your financial health and assess risk. With the template, you’ll be prepared with the precise information they request, increasing your credibility and speeding up the financing process.

Prepare for seamless credit reviews with a financial package that meets lender expectations. Download your template today to take the next step in securing capital.