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Glossary · People and paperwork

Source-of-Funds Verification

In short

The process of proving where your down payment and working capital funds originated. The SBA requires this to ensure your equity injection is legitimate and unencumbered.

What it means in a deal

Lenders will ask for bank statements, brokerage statements, and potentially gift letters or tax returns to verify your funds. They need to see a clear paper trail showing the money is truly yours and not borrowed or "round-tripped." Be prepared to provide detailed documentation for all funds used in the acquisition.

Official sources

13 CFR Part 120 — Business Loans

Office of the Federal Register · Federal regulation

SOP 50 10 — Lender and Development Company Loan Programs

U.S. Small Business Administration · SBA Standard Operating Procedure

Last checked 2026-06-15. Official sources control — verify before relying on any rule for a live deal.

Common questions about Source-of-Funds Verification

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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.

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