Public preview

Track progress on launching your Capital program Public preview

Complete the steps to prepare, test and launch your Stripe Capital program.

Use this checklist after you set up Capital and before you make it available to connected accounts.

Complete one of the following setup paths before using this checklist.

Integration	Best for	Setup guide
No-code	Launching quickly with Stripe-hosted experiences	Set up without code
Embedded components	Providing Capital in your platform UI	Set up embedded components
API	Building a fully custom experience	Build with the API

Before you launch:

Confirm your Connect branding settings.
Decide whether Stripe or your platform sends offer emails.
Make sure connected accounts can access offers, manage active financing and view past financing after repayment.
Prepare connected account support for questions about offers, funding, repayment and account access.
Update connected account reporting to account for Capital activity, or provide separate Capital reporting.
Complete the Capital onboarding flow, including the applicable contract and e-sign policy.

Use a sandbox to test the complete connected account lifecycle.

Test offer delivery and application access.
Test acceptance, payout, repayment and repayment.
Confirm that reporting and webhook handling work as expected.
Test your embedded components or Account Link behavior, if applicable.
Submit required customer-facing experiences for review.
Resolve review feedback and receive approval before using the applicable live-mode experience.

Before you publish customer-facing Capital content:

Review the marketing guidance.
Submit custom emails, marketing, landing pages and in-product copy for required review.
Resolve review feedback before publishing or sending customer-facing materials.

Review the regulatory compliance guidelines for your launch market.
Confirm that your customer experience, disclosures and communications meet the applicable requirements.

You’re ready to launch when your production integration is approved, tested and supported.

If available for your integration, send a manual first offer and validate the live experience.
Activate automatic offers after completing the required approval steps.
Monitor offers, funded financing, reporting and support feedback.
Review the initial launch cohort before expanding your program.