Financial information
- Recent management accounts or filed accounts
- Bank statements (typically three to six months)
- Details of existing borrowing and facilities
Funding readiness
Know when your application is ready to move.
Tera helps organise the information commonly required for a commercial finance application and highlights anything that still needs attention.
Funding readiness reflects application preparation. It is not a credit score, approval decision or guarantee of finance.
Funding readiness
Know when your application is ready to move.
Tera helps organise the information commonly required for a commercial finance application and highlights anything that still needs attention.
Funding readiness reflects application preparation. It is not a credit score, approval decision or guarantee of finance.
See how Tera worksApplication readiness
3 of 6 complete- Business detailsStatus:Complete
- Funding purposeStatus:Complete
- Financial informationStatus:In progress
- Existing borrowingStatus:Needs attention
- Supporting documentsStatus:In progress
- Director informationStatus:Complete
What to prepare
Information commonly requested
Requirements vary by finance type and amount. These are typical starting points — a Tera specialist will confirm what applies to your case.
Business details
- Company registration details
- Director information
- Trading history and business structure
Funding requirement
- Amount required and purpose
- Preferred timeframe
- Supporting documentation for the purpose (e.g. quotations, invoices)
Next steps
Ready to see how prepared you are?
Tera's assessment helps identify what you have and what may still be needed before your case can progress.
Ready to understand your funding options?
Start with a short assessment and tell us what your business is planning next.
- No obligation to accept an option
- Clear next steps
- Human support available