Requirements for Investree Business Loan – What You Need to Prepare

List of Requirements for Investree Business Loan Offer Application

REQUIREMENTS FOR INVESTREE BUSINESS LOAN – Here is a guide on the documents that you must prepare in applying for a loan to Investree.

A lot of people have uplifted their financial status in life with a progressive business. Such a scenario has invited more and more individuals into joining the business field. Truth be told that many people have excellent business ideas and they are really determined to make something work.

However, there is always the common problem jumping in – the lack of working capital or insufficient funds. Meanwhile, there are entities that you can turn to – banks and lending companies being some of them.

One of the entities that are in the pursuit of helping small and medium businesses in the Philippines is Investree. It has a business loan offer in partnership with SeekCap.

Requirements for Investree Business Loan

The business loan offer of Investree is open for both invoice financing and purchase order financing. You may apply for invoice financing to improve your cash flow by letting the firm facilitate the financing of your company expenses and business opportunities. Under the purchase order financing, you will be assisted in fulfilling your client’s demands for the growth of your business.

As mentioned earlier, Investree has partnered with SeekCap. There are documentary requirements for Investree Business Loan application.

List of Requirements for Investree Business Loan Application

Basic Requirements:

  1. DTI Certificate of Registration
  2. BIR Certificate (Form 2303)
  3. Mayor’s Permit
  4. Latest Audited Financial Statements
  5. Last 3 to 5 completed and paid transactions with your client indicated in the submitted PO and/o invoice
  6. Bank statements of the last 6 months (operational bank account)
  7. Bank statements of the last 6 months (payment receiving bank account)

Additional Requirements:

  1. SEC Certification
  2. Filled up Shareholder Information Sheet (email [email protected])
  3. Primary ID of each shareholder
  4. TIN Document (Showing TIN) of each shareholder

To apply for the said business loan offer, you may visit – SeekCap.

You may also visit – UnionBank Business Loan via SeekCap – Who Are Qualified To Apply

Leave a Comment