Funding Plan

$299 flat fee · about 5 business days

Which money fits your business, how much to raise, and exactly what to prepare.

What you get

• The kinds of money that fit, ranked, with why and what each costs
• How much to raise and what it should get you to
• A 90-day plan and a checklist of documents to prepare
• A review of your numbers and a list of gaps to fix first

What it isn't

• Introductions to specific lenders or investors
• Loan applications or legal documents

What we'll ask you for

• Business name
• Stage
• What the business does, and for whom
• Progress so far: customers, revenue, milestones (optional)
• Revenue in the last 12 months (USD, 0 if none) (optional)
• Profit or loss in the last 12 months (USD, negative for a loss) (optional)
• How much you want to raise (USD) (optional)
• What the money is for (optional)
• Your team: who does what, and relevant experience (your bio)
• Anything else we should know (optional)
• Any files you have: P&L, bank statements, projections, photos, your bio

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