Securing Financing: The Essential Checklist to Get Funded

What's Inside

Securing financing is one of the most critical steps for any startup, but it requires thorough preparation. A 2024 Goldman Sachs survey found that 77% of small businesses were concerned about their ability to access capital. With competition high and investor scrutiny increasing, your ability to present a compelling and organized picture of your company could be the difference between success and a missed opportunity.

This checklist is designed to help your growing company get fully prepared with everything you need to increase your chances of securing funding. From perfecting your pitch to organizing your financial documents, this guide will walk you through the most important steps to follow as your team raises capital.

Download your copy of the guide today.

Fueling Growth & Innovation

Born out of 5th Line’s industry-leading debt advisory practice, FLEx streamlines 5th Line’s vast network, experience, and expertise into a single platform. Recognizing that some companies don’t require full advisory services but still need connections with qualified lenders, FLEx bridges the gap to help growing companies gain access to over 250 qualified lending sources at no cost.

Our algorithmic matching system uses more than 20 different data points during the analysis and discovery process to pair your company with relevant connections that can meet your unique needs.

We are dedicated to providing connections without the burden of additional costs and empowering more businesses to achieve their financial goals.