Assess. Plan. Get ready. In that order.
We never skip straight to “apply.” Every engagement follows the same honest sequence — and every recommendation is reviewed by a human advisor before you see it.
Free assessment & intake
You complete a structured intake covering your business basics, situation, financial readiness snapshot, and (optionally, with consent) personal credit readiness.
Automatic scoring
Your answers are scored across our 100-point Funding Readiness Assessment — 24 categories covering entity standing, banking, bookkeeping, revenue, credit, documents, and more.
Draft tiering — never shown until reviewed
Your score maps to a draft classification: Red, Yellow, Green, or Highly Qualified. This draft stays hidden until a human advisor reviews it.
Mandatory human advisor review
A real advisor reviews and approves your score, band, gaps, and draft roadmap. No automated recommendation ever reaches you without a person's sign-off.
Your verdict + 30/60/90/120-day roadmap
You receive your readiness tier and a concrete, prioritized roadmap in your secure client portal — with package recommendations matched to your tier.
Get funding-ready
You work through the roadmap: organizing documents, building credit readiness, closing gaps — with our support and, where useful, disclosed referrals to vetted partners.
Apply, with confidence
When you're ready, we help research the right capital options and prepare your application. The lender or grantor makes the decision — we make sure you're ready for it.
What Red, Yellow, Green, and Highly Qualified mean
Foundation-Building
Core gaps to close first — entity standing, a dedicated bank account, bookkeeping. High-cost products are flagged to avoid.
Selective Options
Some options are appropriate now — smaller lines, equipment financing — while remaining gaps close.
Ready to Prepare & Apply
Application prep and disclosed lender/grant matching begin in earnest.
Strong Candidate
Best-fit options and clean packaging — still reviewed by an advisor before anything is finalized.
Your tier is a draft advisory input, not a credit-bureau product, and it is never final until a human advisor approves it.