# Track progress on launching your Capital program

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.

## Before you begin

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](https://docs.stripe.com/capital/no-code-integration.md) |
| Embedded components | Providing Capital in your platform UI | [Set up embedded components](https://docs.stripe.com/capital/embedded-component-integration.md) |
| API | Building a fully custom experience | [Build with the API](https://docs.stripe.com/capital/api-integration.md) |

## 1. Prepare to launch

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.

## 2. Test your integration

Use a sandbox to [test](https://docs.stripe.com/capital/testing.md) the complete connected account lifecycle.

- [ ] Test offer delivery and application access.
- [ ] Test acceptance, payout, paydown, 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.

[Learn how to test your Capital integration](https://docs.stripe.com/capital/testing.md)

## 3. Complete launch requirements

- [ ] Confirm your production integration matches the version you tested.
- [ ] [Enable financial account payouts](https://docs.stripe.com/capital/getting-started/enable-financial-account-payouts.md).

### Plan marketing and communications

Before you publish customer-facing Capital content:

- [ ] Review the [marketing guidance](https://docs.stripe.com/capital/marketing.md).
- [ ] Submit custom emails, marketing, landing pages, and in-product copy for required review.
- [ ] Resolve review feedback before publishing or sending customer-facing materials.

### Meet regulatory requirements

- [ ] Review the [regulatory compliance guidelines](https://docs.stripe.com/capital/regulatory-compliance.md) for your launch market.
- [ ] Confirm that your customer experience, disclosures, and communications meet the applicable requirements.

## 4. Activate and monitor

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.

## Operate your program

- [Reporting and reconciliation](https://docs.stripe.com/capital/reporting-and-reconciliation.md)
- [Monitor Capital performance](https://docs.stripe.com/capital/reporting.md)
- [Support connected accounts](https://docs.stripe.com/capital/servicing.md)
- [Replace Capital offers](https://docs.stripe.com/capital/replacements.md)

## Grow your program

- [Improve underwriting with non-Stripe data](https://docs.stripe.com/capital/import-non-stripe-data.md)
- [Offer additional financing and refills](https://docs.stripe.com/capital/refills.md)