Use Case 15
Secure funding
Available steps and preparation
This video explains the controls available today and how to prepare. Some actions depend on permissions, approval or tools that are still coming soon; the guide identifies these steps.
Browse use cases for BuyerStep-by-step guide
The same walkthrough in writing, with a screenshot for every step.
Preparation guide: the related platform tools are shown; this does not demonstrate a completed dedicated workflow. Check the limitations below.
1. Prepare the funding question
Preparation only. Preparation only. Raise capital editing is unavailable. Use actual evidence and an eligible accessible deal; do not bypass restrictions with a false listing.
2. Find relevant funding preparation
Inspect Deal Room → Filters → Funding. Written continuation in an eligible accessible deal: review Due Diligence and Raise Capital if offered. This is preparation, not application submission or lending approval.
3. Assemble a reviewable funding pack
Inspect Document Builder → Create → Deal funding templates after selecting an eligible record. Review evidence and assumptions. Dedicated Raise capital listing editing is unavailable; this is preparation only.
4. Review the outcome and next step
Create a reviewed brief supported by current records and the acquisition plan. Ask the finance contact what is missing through permitted access. A checklist or pack proves neither eligibility nor approval. The lender’s assessment remains separate, and the training example submits no application, creates no offer and makes no commitment.
Common questions
Short answers to what people ask most about this part of the product.
Does completing the checklist qualify me for a loan?
No. It tracks evidence preparation. Eligibility and any offer require separate lender assessment.
What evidence supports the finance discussion?
Prepare the required amount, own contribution, use-of-funds plan and current source records. Ask the lender which additional evidence is required; no checklist guarantees an offer.
Why are the shown controls in English?
These real platform captures use English labels. Italian narration and instructions retain them so you can identify the exact shown controls.
Video transcript
You need finance for an acquisition and want to prepare lender information. This is preparation only, not an offer. Start with the accessible deal, required amount, own contribution and repayment assumptions. Keep these distinct from the seller’s asking price. The capital editor is disabled; general deal and document tools support the preparation. In Deal Room, inspect Filters and Funding. Needs funding is a deal characteristic, not a submitted loan application. Open an eligible record only when you have access. In Due Diligence a Raise Capital checklist may be available. It tracks preparation requirements, not a lender’s credit decision or guarantee. Filtering and checklist progress do not establish eligibility, affordability, approval or an offer. Use Document Builder with an eligible deal source to inspect available funding templates. Assemble the actual amount, purpose, financial evidence and repayment or investment assumptions. Review a draft against current records. The dedicated capital-raise listing editor is disabled in this version. These general tools prepare a finance discussion; they do not run automated underwriting, submit an application or issue a credit approval. Create a reviewed brief supported by current records and the acquisition plan. Ask the finance contact what is missing through permitted access. A checklist or pack proves neither eligibility nor approval. The lender’s assessment remains separate, and the training example submits no application, creates no offer and makes no commitment.
Watch the video, or follow the written steps below. Both cover the same walkthrough.