Yes. Documents are not required to start a deal or to run a preliminary matchmaking. You can begin a deal, fill in what you know about the business, and still get a sense of which lenders might fit. Documents are what power AI auto-fill and stronger matches, so adding them later will fill more of the application and improve lender matching, but they are not a blocker to getting started.
Can I create a deal without uploading documents first?
document-collection · NEW · Granola FAQ mining 2026-06-09
Written by Cohen Nagel