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Loan application checklist
Tools
Create financial plan
Create business plan
Create ownership chart
Selbstauskunft template
Guides
For tax advisors
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Guides
Clear guides and metrics around understanding and building financial plans.
Create your financial plan
Building your financial plan
Build a financial plan
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Step by step to a clean, bank-ready financial model.
Business plan financials
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Which plans it contains and how they fit together.
Cash flow forecast
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Plan cash in and out month by month, so you never run dry.
Cash flow statement
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How your cash changed: operating, investing and financing.
Metrics
Calculate the DSCR
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The central metric in credit assessment: does your cash flow cover interest and principal?
Calculate the equity ratio
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How solidly your company is financed, and what banks expect.
Calculate EBITDA
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The operating earning power that banks and investors run their numbers on.
Loan application & bank
Business plan for a bank loan
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The structure banks expect, a Word template, and your financial section written from your plan.
Financial plan for a bank loan
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How the bank assesses your financial plan: debt service, rating, collateral and the loan interview.
Loan application checklist
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Five quick questions to see exactly which documents your bank requires for a business loan.
Selbstauskunft template
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Fill in your personal financial statement and print it as a PDF.
Ownership structure chart
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Map your shareholders and beneficial owners for free and export as a PDF, the way the bank wants it.
