Use-of-Funds Planner

Every business-purpose loan starts with one question: what is the money for?

A business-purpose loan needs a clear use-of-funds statement, and every dollar has to serve the business. Lay out your request and get a draft statement you can bring to the application.

Draft statement in plain languageFlags anything that is not a business purposeTakes about two minutes

Your numbers

Change anything. The result updates when you press the button.

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Example figures only — replace them with your own request.

By the numbers

Public data with its source and date, and the firm's own figures from its verified facts library.

3,583SBA 7(a) and 504 loans approved in Texas, Oct 2025 – Jun 2026Source: U.S. Small Business Administration, 7(a)/504 FOIA data, through Jun 30, 2026
$786KAverage size of those Texas SBA loansSource: U.S. Small Business Administration, 7(a)/504 FOIA data, through Jun 30, 2026
10lenders under written agreement with the firmSource: Canady Investments verified facts library, updated Oct 1, 2026

Have the desk review it

A person on our desk reads every request and replies directly. Your result above is yours either way, and sending it unlocks the guide: the math behind this number, worked through, with sourced figures.

Optional — tick only what you want. None of these is required, and leaving them all unticked does not affect your request in any way.

What to have ready

The documents a lender asks for on this kind of request.

  • Quotes or invoices for equipment and inventory
  • Payroll plan or hiring offers
  • Marketing budget or agency proposal
  • Statement of any business debt being refinanced
  • Signed Business Purpose certification (in the application)

Educational and business-purpose only. Not a loan offer, a commitment, or a guarantee of funding or terms. Canady Investments is a broker to a network of capital providers; actual terms depend on the lender.

Canady Investments is a private capital office. We arrange business-purpose financing and coordinate the licensed professionals in your corner. We are not a registered investment adviser, broker-dealer, or law or accounting firm; legal, tax, and investment advice is provided only by licensed professionals. We also license our software platform to business clients on a subscription basis; the platform is provided "as is," and licensing it does not make Canady a party to any client's transactions. For business principals and accredited investors. This is a request for information — not an offer, an application, or a commitment of any kind. © 2026 Canady Investments.