Add-on

Post-Funding Compliance Tracker

Records proof of use of proceeds, insurance renewals, annual financial statements and covenant dates after your loan funds.

What’s included

• Use of proceeds record
• Insurance and reporting calendar
• Covenant tracker

Every AceTheSBA product comes with

• Step-by-step instructions for every section
• A completed example for a fictional business
• References to the SBA rule each part applies
• Editable Word, Excel or PowerPoint files
• A version showing the SBA rules it follows (SOP 50 10 8.1)
• Documents for your lender kept free of AceTheSBA branding