Capital Readiness Support Services

Get funding ready before you apply.

Loans, lines of credit, grants and investors all look for a financially prepared business. We assess your readiness, close the gaps and build the documentation lenders expect.

We assess your business’s financial health, including your books, credit profile, cash flow and key ratios, against lender and investor benchmarks. Then we build a plan to close the gaps: cleaning up financials, strengthening documentation, building projections and preparing packages for loan applications, grants and investor conversations. Financing decisions remain with the lender.

Owners of service and product based businesses, including real estate developers and contractors, seeking SBA, bank or CDFI financing, credit lines, grants or investor capital, especially those who have been declined or are unsure how to position their business.

A capital readiness assessment, a gap closing action plan, presentation ready financials, application documentation, projections and narratives, and a clear path toward the capital your business needs.

Capital Readiness Support Services

WHAT WE DO

WHO IT'S FOR

WHAT YOU GET