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Bespoke Financial Inc. Copyright: © 2023. All rights reserved.
Loans made or arranged pursuant to a California Finance Lenders Law License
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1General

2Financials (Optional)

3License & Compliance (Optional)

PHASE II: Financials (Optional)
Optional - these items will be required during underwriting. Please feel free to attach now in order to expedite our due diligence or continue on to submit without these supporting documents for an initial review.
Please provide an org chart noting all entities
Max. file size: 50 MB.
Please provide the following financial reports (xls format preferred):
Quarterly Balance Sheet as of:
- 12/31/2020
- 3/31/2021
- 6/30/2021
Drop files here or
Max. file size: 50 MB.
Quarterly Income Statement as of:
- Oct-Dec 2020
- Jan-Mar 2021
- Apr-June 2021
Drop files here or
Max. file size: 50 MB.
Quarterly A/R Detailed Aging Report as of:
- 12/31/2020
- 3/31/2021
- 6/30/2021
Drop files here or
Max. file size: 50 MB.
Quarterly A/P Aging Summary Report as of:
- 12/31/2020
- 3/31/2021
- 6/30/2021
Drop files here or
Max. file size: 50 MB.
Quarterly Metrc “Transfer Report” as of:
- 12/31/2020
- 3/31/2021
- 6/30/2021
Drop files here or
Max. file size: 50 MB.
Bank statements as of the end of the last financial period provided (ie: if Q1 2021 financials are provided then send bank statement as of 3/31/21)
Drop files here or
Max. file size: 50 MB.

PHASE III: License & Compliance Review (Optional)
Optional - these items will be required during underwriting. Please feel free to attach now in order to expedite our due diligence or continue on to submit without these supporting documents for an initial review.
Please provide the following information at your earliest convenience as these items may be requested by Bespoke prior to a formal proposal:
Org chart noting all entities
Drop files here or
Max. file size: 50 MB.
Proof from all states and local hemp licenses and permits
Drop files here or
Max. file size: 50 MB.
Cannabis licenses and permits held by applicant entity and all related entities
Drop files here or
Max. file size: 50 MB.
Copies of all insurance policies held (general liability, product, workman’s comp, etc.)
Drop files here or
Max. file size: 50 MB.
Federal Tax Filings
Drop files here or
Max. file size: 50 MB.
Federal/State/City tax filings
Drop files here or
Max. file size: 50 MB.
Cannabis Tax Receipts for payments made to CDTFA (2 most recent quarters)
Drop files here or
Max. file size: 50 MB.