YENRA FINANCING MEETING CHECKLIST
Reviewed October 6, 2026 | United States | Amounts in US dollars
Guide: https://yenra.com/women-small-business-loans/

Purpose: Prepare for a Women's Business Center or lender conversation.
Use alongside the funding brief:
https://yenra.com/government-small-business-loans/business-funding-brief.txt
This is a private planning record, not an application or approval.
Omit tax IDs, full account numbers and passwords. Send sensitive supporting
records only through the verified provider's secure process.

FIND AND CONFIRM THE APPOINTMENT
Official directory: https://www.sba.gov/local-assistance/district
Center name / official website / verified contact:
Appointment date / location or remote format / language:
Does this center assist my business stage and financing need?
Any fee / documents requested / secure delivery method:
Result I want from this meeting:

PREPARE THE SUMMARY
Business activity / stage / location / ownership and management:
Project purpose / funding needed by:
Total project costs ($) / quotations still missing:
Available owner contribution and other committed funds ($):
Proposed funding gap ($):
Normal monthly cash collections / all outflows / remaining cash ($):
Proposed payment assumption ($) / source of assumption:
Slower-sales or delayed-collections scenario / remaining cash ($):
List estimates separately from actual results.

BRING OR IDENTIFY
[ ] Completed funding brief and dated quotations.
[ ] Available business financial statements and cash records.
[ ] Existing debt/payment information and tax records, if requested.
[ ] Startup or expansion forecasts with assumptions identified.
[ ] Questions about missing records, credit, permits or lease conditions.
Confirm required periods and documents with the provider before sending them.

QUESTIONS FOR THE MEETING
Which missing facts should I resolve first?
Which financing route fits the project use and timing?
Who actually evaluates the loan application?
What repayment evidence, collateral or personal guarantees might be required?
What credit checks, application costs and lender fees should I confirm?
Which provider contacts should I verify independently?
If the project needs revision, what can be staged, reduced or delayed?

KEEP THE ROUTES DISTINCT
Counseling: preparation and training; confirm scope and fee.
Loan: repayment obligation under the lender's agreement.
Grant: sponsor-specific eligibility and permitted uses; verify with sponsor.
WOSB certification: access to specified federal contracting competitions.
Sources:
https://www.sba.gov/counseling/local-assistance/resource-partners/
https://www.sba.gov/loans/additional-funding-opportunities/grants/
https://www.sba.gov/certifications/

LEAVE WITH A NEXT STEP
Priority gap / action / responsible person / due date:
Provider or program to investigate / reason:
Documents to assemble / secure route:
Follow-up date / questions still open:
Record written terms separately before deciding whether to borrow.