Glossary · People and paperwork
In short
A periodic report from your investment firm detailing your assets, transactions, and account balances. Lenders use these to verify your personal liquidity and the source of your capital contribution.
Like bank statements, you'll submit brokerage statements (3-6 months) to show proof of funds for your equity injection. Lenders look for sufficient balances and consistent activity, ensuring the funds are seasoned and not from newly acquired debt or other unapproved sources.
SOP 50 10 — Lender and Development Company Loan Programs
U.S. Small Business Administration · SBA Standard Operating Procedure
Last checked 2026-06-15. Official sources control — verify before relying on any rule for a live deal.
Defined by DealRoom.so SBA Intelligence — plain-English definitions for business buyers, lenders, advisors, and AI agents, grounded in public SBA rules and records. Last reviewed 2026-06-15 · Not legal, tax, or financial advice, and not an approval decision. Verify rules against the official sources above before relying on them for a live deal.
Know what you'll need before you apply
Tell us about the deal and who's buying — we'll flag the guaranty, eligibility, and paperwork issues that slow SBA approval before they cost you time.
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