Bring the executed lease, all relevant schedules, concession agreements and improvement provisions. Include records of costs paid, reimbursement requests and amounts actually received. An offer sheet may omit conditions that affect both commercial exposure and the investment evidence; the final obligations need to be understood.
Distinguish a promised allowance from reimbursed spending
Trace the contractor invoices and payments, then show whether the landlord reimbursed any portion and on what terms. Explain any difference between the promotional allowance and the amount available under the executed agreement. Have counsel review unclear repayment or termination clauses. Present the transaction accurately rather than selecting only the pages showing the favorable concession.
Renewal or a later application will look backwards, so keep the founding evidence too: the source and lawful path of the invested funds, not merely an account balance, along with the contracts and receipts showing the money at risk. Add invoices, purchase orders, operating costs, and a narrative separating committed revenue from possible extensions. The firm's own records follow: formation documents, three years of tax returns, payroll, equipment titles and lien searches, current contracts, licences and insurance.
Explain the borrowing and the vendor payment it funded; where repayments have been made, trace the income or savings used for them as well. Explain gifts, loans, asset sales, dividends, and currency transfers with underlying records.