Prepare a consistent document set so potential investors can review your business.
Program rules, amounts, and dates can change. Check the linked official sources for the current cycle.
Organize company records
Gather formation and ownership documents, current financial statements, material contracts, intellectual-property records, and relevant licenses. Requests vary by investor.
Explain results and assumptions
Keep historical results separate from forecasts. Be prepared to support customer, revenue, cost, and growth assumptions.
Control access
Share sensitive records only with appropriate recipients under suitable confidentiality and professional guidance. Keep a record of what was shared.