WEBVTT

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You need finance for an acquisition and want to prepare lender
information.

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This is preparation only, not an offer.

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Start with the accessible deal, required amount, own contribution
and repayment assumptions.

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Keep these distinct from the seller’s asking price.

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The capital editor is disabled; general deal and document tools
support the preparation.

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In Deal Room, inspect Filters and Funding.

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Needs funding is a deal characteristic, not a submitted loan
application.

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Open an eligible record only when you have access.

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In Due Diligence a Raise Capital checklist may be available.

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It tracks preparation requirements, not a lender’s credit decision
or guarantee.

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Filtering and checklist progress do not establish eligibility,
affordability, approval or an offer.

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Use Document Builder with an eligible deal source to inspect
available funding templates.

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Assemble the actual amount, purpose, financial evidence and
repayment or investment assumptions.

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Review a draft against current records.

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The dedicated capital-raise listing editor is disabled in this
version.

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These general tools prepare a finance discussion; they do not run
automated underwriting, submit an application or issue a credit
approval.

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Create a reviewed brief supported by current records and the
acquisition plan.

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Ask the finance contact what is missing through permitted access.

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A checklist or pack proves neither eligibility nor approval.

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The lender’s assessment remains separate, and the training example
submits no application, creates no offer and makes no commitment.