Define the asset
Provide vendor, make, model, year, condition, serial number when available, price, and whether the asset is new or used.
Explain the business purpose
Connect the equipment to capacity, efficiency, safety, cost reduction, contract work, or revenue.
Prepare supporting records
A quote or invoice, bank statements, entity information, financial records, debt schedule, and down-payment information may be requested.
Practical Next Step
Organize the documents that support the story, write down the questions you cannot answer yet, and use the capital review to decide whether to proceed, prepare, or repair.