Services
Choose the level of support you need — from a quick readiness audit to full lender/grant package build‑out.
Funding Readiness Audit
A structured review of your goal, financials, and documentation — with a prioritized plan and quick wins.
- Capital options matrix
- Readiness scorecard
- Document checklist + templates
Lender Package + Modeling
A reusable model and narrative that explains your business in lender language — with clean assumptions.
- 12–24 month projections
- Use‑of‑funds story
- Package assembly (PDF ready)
Loan & Credit Navigation
Support through the application process — document requests, follow‑ups, and lender questions.
- Bank/SBA readiness guidance
- Q&A preparation
- Condition tracking
Grant Research & Support
Find grants that actually fit, then build an application with a clear budget and measurable outcomes.
- Eligibility screening
- Budget narrative
- Submission checklist
Financial Ops Setup
Simple reporting routines and dashboards that help you manage cash and answer funding questions quickly.
- Monthly reporting cadence
- Cash visibility dashboard
- Owner‑friendly KPIs
Custom support
If you have a unique situation (multiple entities, messy records, or a tight timeline), we can scope a custom plan.
- Fixed‑scope projects
- Clear deliverables
- Optional NDA
Not sure which service to choose?
Most businesses start with the Audit. It saves time and prevents chasing the wrong funding path.
Who we’re a fit for
We’re designed for operators — not for people looking for “hacks” or quick approvals.
Established small businesses
Typically with revenue and a clear use of funds (working capital, equipment, hiring, expansion).
Owners who want a plan
You want to understand options, tradeoffs, and requirements before you apply.
Teams that need documentation
You’re ready to organize financials and deliver a clean, lender‑friendly package.
What we don’t do
We don’t sell loans, place you with a specific lender, provide legal/tax advice, or promise approvals. We focus on readiness, documentation, and clear communication so you can make informed decisions.