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Before You Submit

Deal Intake Checklist

Gather these items before asking a funder to review a transaction.

Core information

Documents

Exit explanation

Be able to explain in one or two sentences exactly how the funding will be repaid.

Have a deal you want help thinking through?

Share the basics and we can help you identify the next step and the questions that still need answers.

Tell Us About Your Deal

Educational information only. Deal Support Network does not provide legal, tax, investment, or financial advice. Funding availability and terms depend on the specific transaction and provider.