Ultimate Fundability Checklist ✔️
Use this checklist to make sure lenders see your business as credible, legitimate, and trustworthy.
✔ Business Identity Setup
▢ Registered business
▢ EIN
▢ Operating Agreement
▢ Business phone number
▢ Business email
▢ Website
▢ Business address (not home if possible)
✔ Financial Setup
▢ Business bank account
▢ No overdrafts / NSF
▢ Merchant account set up
▢ Consistent revenue flow
✔ Compliance Setup
▢ DUNS number
▢ Business license (if required)
▢ Matching information across ALL platforms (very important)
✔ Business Credit Setup
▢ One or more Tier 1 vendor accounts
▢ On-time or early payments
▢ Monitoring your business credit profile
✔ Online Credibility Setup
▢ Website feels professional
▢ Google Business Profile
▢ Active social presence
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Ultimate Fundability Checklist ✔️
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