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Full Due Diligence & Lending Application

This application is a required for us to evaluate your company for potential investment or financing. It requests detailed business, financial, and legal information, as well as supporting documents. While this may take time to complete, the information is essential for us to move forward with a lending or investment decision. Please have your corporate documents, financials, and projections ready before beginning.

Founders & Management

Full Name

Title/Role

What is your email?

Ownership %

Phone Number

Other Key Management/Board Members

Business Overview

Company Description

Core Product/Service

Competitive Advantage

Financial Snapshot

Current Monthly Revenue (USD $)

Monthly Burn (USD $)

Current Valuation (USD $)

Current Annual Revenue (USD $)

Runway (number of months)

Existing Debt (USD $)

Capital Raise / Lending Request

Amount Requested (USD $)

Purpose of Funds

Preferred Instrument(s)

Loan

SAFE

Convertible Note

Proposed Repayment Terms

Required Attachments – Financial

Bank Statements – Last 3 Months

Year-to-Date Financial Statements (Profit & Loss)

AR Aging Report

AP Aging Report

Current Debt Schedule

Business Tax Returns – Last 2–3 Years

Required Attachments – Operational

Customer Contracts / LOIs

Employment Agreements

Insurance Policies

Major Vendor/Supplier Agreements

IP Documentation

Required Attachments – Corporate & Legal

Certificate of Incorporation / Articles

Bylaws / Operating Agreement

Cap Table

Board Resolutions / Minutes

Good Standing Certificate

Business Licenses/Permits

Required Attachments – Lending Specific

Business Plan with Use of Funds

Personal Financial Statement(s) of Guarantors

Proof of Identity – Founders

Declarations

I certify the information provided is true and complete

Agree

I authorize Initio Capital to verify the information, including credit history where required