For Revenue-Based Financing (RBF), the typical document list required includes:

 

1. Business Plan:

• A detailed plan outlining the company's business model, revenue streams, and market strategy.

 

2. Revenue History:

• Historical financial statements showing the company's revenue over the past 12-24 months.

• Income Statements and Cash Flow Statements are key to evaluating revenue stability.

 

3. Revenue Projections:

• Financial forecasts showing projected revenue growth over the next 12-24 months.

 

4. Term Sheet:

• A document outlining the terms of the RBF deal, including the percentage of revenue to be shared and the total repayment amount.

 

5. Cap Table (Capitalization Table):

• A detailed record of the company's current equity ownership structure.

 

6. Bank Statements:

• Recent bank statements to verify revenue deposits and company liquidity.

 

​