How the work happens
A clear, repeatable workflow built for busy owners: short check‑ins, documented assumptions, and clean deliverables you can reuse.
The core principle
Funding outcomes are decided by third parties. What we control is clarity: the story, the documentation, and the process you use to respond.
- We avoid “busywork” documents that no one reads.
- We document assumptions so your numbers make sense.
- We keep assets organized so you can reuse them across lenders/programs.
Typical engagement models
Most projects fit one of these patterns:
- Fixed‑scope deliverable: Audit or Package build‑out
- Execution support: lender/grant navigation through follow‑ups
- Systems setup: dashboards and monthly reporting cadence
You’ll receive a written scope and pricing before any work begins.
Step‑by‑step
Here’s the workflow you can expect on most projects.
1) Fit check (15–20 minutes)
We clarify your goal, use of funds, timeline, and constraints. If we’re not a fit, you’ll know quickly.
- Goal and timeline
- What documents you already have
- What success would look like for you
2) Scope + checklist
You receive a written scope, pricing, and a simple checklist. We keep requests minimal and prioritized.
- Deliverables defined
- Timeline and milestones
- Shared tracker link
3) Build + review loop
We draft, then review assumptions with you. You don’t need to become a finance expert — you just validate reality.
- Assumptions documented
- Two short review calls (typical)
- Tracked revisions
4) Package delivery
You receive organized files (PDF + model/templates where relevant), plus guidance on how to use them.
- Clean file structure
- Document index
- Next‑step checklist
5) Submission support (optional)
If you’re applying, we help you respond to follow‑ups and keep everything consistent.
- Response drafts
- Condition tracking
- Updated package versions
6) Wrap‑up & reuse
We ensure you can reuse the work: a reusable model, narratives, and a repeatable monthly rhythm.
- Reuse guidance
- Owner checklist
- Optional quarterly refresh
Confidentiality
Funding work often includes sensitive data. We follow a least‑data approach, request only what’s necessary, and can sign an NDA.
- Only authorized people get access
- Structured file naming (avoid mix‑ups)
- Preferences stored locally (cookie banner)
Communication
The process is designed to reduce interruptions while keeping momentum.
- Shared tracker for tasks and files
- Short check‑ins (as needed)
- Weekly summary during active execution
Want to start with clarity?
The Funding Readiness Audit is the fastest way to understand what matters most for your next funding step.