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Do lenders need the business owner's personal financials, or just the business's?

What lenders ask for beyond business financials, and where to check a specific lender's list.

Written by Kaylan Pepin

It depends on the individual lender and the type of deal. Some lenders assess the deal on the business's financials alone, while others also want to see the owner's personal banking, assets, or credit, especially for larger requests or where a personal guarantee is involved.

Click through the walkthrough above to see where you open a matched lender and read what it requires.

When you match with a lender, their application lists what they require, and the AI flags anything still needed. If you are unsure, ask the in-app AI about a specific lender's requirements before you apply.

On personal guarantees

Some lenders will do a deal without one. It depends on the loan, the size, the credit and the offering, and the deciding factor is what other security exists and how much weight it can carry. That is the same question that drives whether personal financials get asked for.

For the wider picture of what lenders look at, see the guides on levr.ai.


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