WHO THIS IS FOR?

This checklist is for you if you:

  • Are planning to apply for business funding, credit, or financing
  • Want to avoid preventable denials or underfunding
  • Feel unsure whether your financials are truly “lender-ready”
  • Want clarity before submitting applications

No jargon. No pressure. Just a clear snapshot of where you stand.

WHY THIS MATTERS

Many funding denials have nothing to do with revenue —
they come from missing structure, unclear records, or avoidable red flags.

This checklist helps you:

  • See what lenders see
  • Identify gaps before they cost you approvals
  • Make informed, confident next steps

No obligation. No pressure. Just clarity.

This checklist is for educational purposes only and does not guarantee funding approval.

Progressive Ideals LLC

FUNDING READINESS CHECKLIST

A simple, practical guide to help you understand what lenders actually look for — so you can apply with confidence.


If you’re a woman entrepreneur who’s been told to “just apply and see,” this checklist gives you a clearer place to start.

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