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Trident Funding Solutions
Free guide

What to bring when you apply.

A review moves faster when the file is complete. Here is what keeps it moving, and what you can still skip at first contact.

Business bank statements

The last three to four months of your main operating account, saved as PDFs. Optional on our form; many partners ask for them later if you skip them at first contact.

Last 3 to 4 months

Ownership and entity basics

Legal name, entity type, years in business, ownership percentages, and a working email and phone for the decision maker.

Entity facts

How much, and what for

A clear use of funds, such as inventory, a payroll bridge, equipment, or expansion. It helps partners match a structure to the need.

Use of funds

Your sales picture

A rough monthly revenue range and whether sales come in by card, ACH, invoice, or a mix. Exact review still belongs to the partner.

Monthly range

Start whenever you are ready.

You can start with a short form even before you gather statements. There is no fee to apply and no obligation to accept.

Start an application