Browse the full catalog. Each tool shows its minimum membership tier, a sample preview, and a button to open or unlock it.
15-question assessment with transparent scoring and prioritized checklist.
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Score: 52/75 (Moderate Readiness). 8 checklist items prioritized by gap.
Downloadable checklist from your assessment results, sorted by priority.
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[HIGH] Start generating monthly financial statements [MED] Engage a CPA to review your statements
Guides on capital needs, debt vs equity, financing terms, and more.
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Understanding DSCR, SBA loan basics, equity vs debt trade-offs.
Business plan, use-of-funds, and financial projection templates.
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Business plan outline, 12-month cash flow template, use-of-funds worksheet.
Itemize use-of-funds, working capital, and contingency to calculate total need.
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Equipment $50K + Inventory $10K + Working Capital $15K + 10% contingency = $82.5K
Compare up to 4 options with monthly payment, total cost, and DSCR.
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Term Loan: $2,100/mo, DSCR 1.43x | SBA: $1,187/mo, DSCR 2.53x
Month-by-month cash flow with editable growth assumptions.
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M1: +$5K → M12: +$12.8K cumulative. 3-year margin: 22%.
Personalized action plan built from your assessment gaps.
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Immediate: File pending tax returns | 30 days: Build 3-year projections
Signature member report with narrative, calculations, and action plan.
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Executive summary, capital needs analysis, financing scenarios, action plan.
Searchable financing terms with English and Spanish definitions.
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DSCR: cash flow available for debt service ÷ debt payments. Many lenders look for 1.20x–1.25x+.
Short lessons on capital needs, debt vs equity, financing terms, and more.
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Understanding Your Capital Needs — 8 min. Full transcript included.
Section-by-section outline with instructions. Download editable template.
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10 sections: Executive Summary, Company, Market, Products, Marketing, Operations...
List intended uses of capital and amounts. Download editable spreadsheet.
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Equipment $50K + Inventory $10K + Working Capital $15K = $75K total
Monthly budget, 13-week cash tracker, personal financial statement, debt schedule.
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Downloadable XLSX/DOCX templates that open in Excel or Word.
Questionnaire-driven draft: company, market, operations, management, financials.
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Fill in each section, generate a structured DOCX draft to refine.
Lender-oriented request: amount, purpose, repayment, collateral, guarantors.
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Pre-filled from your business profile. Export as editable DOCX.
One-to-two-page summary from your profile. Edit and download.
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Auto-generated from profile data, editable before download.
Itemized sources and uses, tied to your Capital Needs report.
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Sources: Term Loan $150K | Uses: Equipment $80K + Inventory $45K + WC $25K
Income statement, balance sheet, cash flow formatted for lenders.
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12-month cash flow + 3-year projection. Export XLSX or PDF.
Track required documents with status: have, missing, in progress.
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18 standard documents. Have: 12 | Missing: 4 | In Progress: 2
Flags contradictions among proposal, projections, and use of funds.
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Warning: Capital request is 1.5x annual revenue. Error: Missing industry.
Ownership, valuation, and return scenarios for equity requests.
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Pre-money $500K + Investment $100K = Post-money $600K. Investor: 16.7%
Assess and document your internal controls and policies.
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Scored by process area, with prioritized gaps and remediation steps.