FUNDING PREPARATION

Final Funding Checklist

Everything you need in order before applying for business funding. Check every box, maximize your approval odds.

4 Categories · 28 Items · Community Verified
Overall Progress 0 of 28 items complete
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Personal Credit
0/10 complete
Credit Score 700+
Correct personal information (name/addresses)
Clean report (no extra addresses/no employers)
Utilization on all personal credit cards under 30%
Minimum of 4 personal credit accounts open
Average credit age across all accounts 2+ years
No late payments last 24 months (best if 0)
No negative items (bankruptcy, collections, charge-offs)
Minimum of 1 personal credit card with limit +10k
Max 2 inquiries on each bureau
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Business Preparation
0/10 complete
LLC age is over 1 month
LLC is in your home state (if starting new one)
Register as foreign entity (if keep your LLC out of state)
Business email (example@business.com)
Business website
Business has a DUNS #
Premium NAV account is started
Business has no negative borrowing history
All business information matches (State, NAV, DUNS #, Experian Business)
Low risk name / industry for the biz entity
🏦
Banking/Tax Documents
0/5 complete
Business checking account open (2+ months best)
Business savings account (for collateral cash)
Business bank statements last 3 months (print or online access)
Business credit card (if you have one)
Business credit report pulled
🎯
Funding Strategy
0/3 complete
Funding strategy is built
Funding calendar is set up
Know exactly how much you need (don't guess)
PRO TIPS

Maximize Your Approval Odds

Follow these expert tips from successful funding applications.

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Start Early

Get your LLC and DUNS # set up at least 30 days before applying for funding.

❄️

Bureau Freeze

Freeze bureaus you don't want pulled to control which one the bank checks.

🤝

Relationship Banking

Open business checking 2+ months before applying for credit.

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Document Ready

Have 3 months of bank statements, tax returns, and business plan ready.

What Happens After

Once your checklist is complete, here's your next step to funding success.

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Connect Your Cards

Connect your cards to StackEasy to track everything in one dashboard.

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Bank Strategy Guide

Use the Bank Strategy Guide to plan your application sequence.

📊

Monitor Everything

Monitor your utilization and reporting dates to stay on track.

Ready to Start Your Funding Journey?

Take the first step toward securing your business funding.

Free forever. No credit card required.

Score Below 680?

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