Be prepared to provide the following. Note that some of these requirements might be reduced to ease the application process.

• [ ] A detailed cap table showing holdings of stock for each individual and entity that owns more than 1% of the company. If you have something with even more granular detail, the better.

Carta | Equity Management Solutions - Equity Plans, Cap Tables & 409A

You probably already manage your cap table on a place like Carta. Your attorneys might also manage this.

• [ ] A list of the identities and affiliations of every director on your board.
• [ ] Any voting agreements among shareholders.

This is what your voting agreement probably looks like.

This is what your voting agreement probably looks like.

• [ ] Prepare to complete the Paycheck Protection Program Application Form. Your lender might have other forms you'll need to complete too.
• [ ] Personal Background and Financial Statement
• [ ] Business Financial Statements, including (click the arrows to toggle). Note: Some of these requirements might be lessened in order to streamline the application program to process the likely significantly high influx of applications.
  • Profit & Loss Statement
  • Projected Financial Statements
  • Ownership and Affiliations
  • Business Certificate/License
  • Loan Application History
  • Income Tax Returns
  • Resumes
  • Business Overview and History
  • Business Lease