A Personal Financial Statement is required to give funders an overview of each owner’s financial situation. This helps them assess the owner's ability to manage personal and business finances, especially for those with 20% or more equity in the business.
You can submit the statement using our E-document form and upload the completed PDF.
This document should include:
Real estate holdings and mortgages: A list of properties owned, whether commercial or residential and any related mortgages.
Bank accounts, investments, and personal debts: Information about bank accounts, investments, and debts.