Funding Readiness Audit
A structured, low‑risk starting point: we review your goal, financials, and documentation — then deliver a prioritized roadmap you can use with lenders or grant programs.
What the Audit is
The Audit is a guided review designed to answer: “What will matter most for my funding path — and what should I fix first?” You’ll leave with a clear plan, not a pile of generic advice.
- Funding goal clarification (amount, timing, use of funds)
- Capital options matrix (what fits / what doesn’t)
- Readiness scorecard (documentation and risk flags)
- Prioritized action plan (quick wins + deeper work)
Who it’s for
This service is a strong fit if you:
- Want a line of credit, working capital, or equipment funding
- Have revenue but feel “messy” on documentation or reporting
- Need to understand lender/grant requirements before applying
- Prefer a calm, structured process (not hype)
Not a fit? If you’re pre‑revenue or only exploring ideas, we’ll recommend a lighter path.
What we review
The exact checklist depends on your goal, but here’s what’s commonly reviewed.
Financial snapshot
- Profit & loss (P&L)
- Balance sheet (if available)
- Recent bank statements
Business basics
- Use of funds & timeline
- Key customers & concentration
- Operations notes (seasonality, backlog)
Documentation
- Entity/ownership info
- Tax returns (if applicable)
- Existing debt and terms
We don’t ask for sensitive data unless it’s truly required. You control what you share and when.
Deliverables
Designed to be reusable — not “one‑and‑done.”
Funding roadmap
A practical sequence of next steps, with options and tradeoffs in plain language.
Readiness scorecard
A prioritized list of what to fix first — and what’s “good enough” to proceed.
Document checklist + templates
Reusable checklist and simple templates for narratives, assumptions, and trackers.
Recommended next service (optional)
If deeper support would help, you’ll get a clear, scoped recommendation — no pressure.
Audit FAQ
Common questions about the Audit.