One of the biggest concerns business owners have before applying for funding is paperwork. The good news: with Crystal Capital Partners, you need far less than you think.
The Basic Package (Most Funding Types)
- Last 3 months of business bank statements
- Government-issued ID
- Basic business information (name, address, EIN)
For Larger Amounts ($250K+)
- 6 months of bank statements
- Recent tax returns (business and personal)
- Profit & loss statement
For SBA Loans
- 2 years of business tax returns
- Personal financial statement
- Business plan or executive summary
- Collateral documentation (if applicable)
The Bottom Line
For most of our funding programs, 3 months of bank statements is all you need to get started. We guide you through every step of the process.
