Although you can use the funding how you best seem fit, we advise on reinvesting in the business whenever possible.

Bringing a well thought out plan, with a clear return on investment (ROI) positions you as a stable and trustworthy partner.

This can increase the likelihood of additional investment rounds with better offers.

Investors Value Transparency More Than Perfection

Whether it’s a dip in revenue, a tax lien, or a previous default, unanswered questions about the past can cause big delays.

It matters less what you say than how you say it.

When you get ahead of the story you build credibility.

Explain The Issue, and How You Resolved It

Maybe you’ve seen your average monthly revenue go down. Here’s how to reframe it as a win.

Example: In July, our main supplier went out of business unexpectedly, causing a 3-month slowdown. We used that time to find a new distributor, negotiated better pricing, and diversified our vendors. Since then, revenue has increased by 18%.

Stories without documents are just claims. To back your explanation, include anything that proves your side:

• How things look now (proof of recovery, growth, or lessons learned)
  
• What happened (briefly and truthfully)
  
• Why it happened (context, not excuses)
  
• What you did to fix it (specific actions you took)
  

Bring the Paper Trail

Proving your narrative with documents positions you as a transparent and trustworthy partner who respects the investor’s time. Investors and underwriters can give more trust, move faster and offer more.

• Zero balance letters
  
• Supplier contracts
  
• Settlement documents
  
• Proof of consistent recent revenue
  
• Bank statements showing stability

Want customized advice? Schedule a consultation today.