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Glossary · Your money in the deal

Mutual Fund

In short

This is an investment vehicle that pools money from many investors to invest in a diversified portfolio of stocks, bonds, or other securities.

What it means in a deal

Funds held in a mutual fund can be considered part of your personal liquidity and used for your equity injection, provided they are seasoned and can be liquidated. Be prepared to show brokerage statements proving ownership and seasoning.

Common questions about Mutual Fund

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Defined by CapBench SBA Intelligence — plain-English definitions for business buyers, lenders, advisors, and AI agents, grounded in public SBA rules and records. Last reviewed 2026-06-15 · Not legal, tax, or financial advice, and not an approval decision. Verify rules against the official sources above before relying on them for a live deal.

Figure out your down payment and equity injection

Tell us your purchase price and how you're funding the down payment — we'll sanity-check the equity injection and show what lenders will actually accept.

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