MERCHANT DASH LLC · PRACTICAL PREPARATION
Write a project status note that separates facts from plans

Summarize completed work, open questions and the next decision without turning a planned action into a confirmed result. Use a short note the team can compare over time.

Use this checklist privately. Do not add account numbers, personal identifiers or confidential documents.

1. Name the reporting period and practical project outcome.
Notes: __________________________

2. Compare the confirmed changes with the previous update.
Notes: __________________________

3. Separate received records from reviewed records.
Notes: __________________________

4. List unresolved questions and the evidence still needed.
Notes: __________________________

5. Identify the business role coordinating the next review.
Notes: __________________________

6. Check that no internal status implies an unverified outside decision.
Notes: __________________________

This is a preparation checklist, not an application or a funding decision.
Brevo Capital requests are unavailable in FL and GA. Additional restrictions depend on the selected product and program.

Guide: https://merchant-dash.com/funding/guides/write-a-project-status-note-that-separates-facts-from-plans