MERCHANT DASH LLC · BUSINESS PREPARATION
Prepare a business funding request brief

A one-page request brief
Use these prompts in a private working note. Keep the supporting documents in your approved business records system; this page does not collect your answers.

Use your own private records. Do not put account numbers, personal identifiers or confidential documents in this worksheet.

1. Purpose
What specific business activity would this request support?
Notes: ______________________________


2. Evidence
Which current records support the description, and where are they held?
Notes: ______________________________


3. Open questions
What remains unknown, and who can answer it?
Notes: ______________________________


4. Coordinator
Which business role will maintain the brief and record follow-up?
Notes: ______________________________


FINAL CHECK
A colleague can explain the purpose, evidence and open questions from the brief alone.

This is a preparation worksheet, not an application or a funding decision.
All request services exclude FL and GA. Equipment requests also exclude CA, MO, ND and VT; staffing invoice and factoring requests also exclude MO. Restaurant, hospitality and repair-shop operating-request services also exclude CT, MO, TX and VA. Other program restrictions may apply.

Guide: https://merchant-dash.com/resources/prepare-a-business-funding-request-brief