Turn messy business records into a funding-ready packet.
The Funding Readiness Kit helps small businesses organize scattered deposits, invoices, and operating records into a clear readiness score, gap checklist, and lender-ready packet for grants, microloans, and community capital programs.
Select Package
Choose single packet or monthly adviser plan.
Business Pre-Intake
Share goals, location, and use-of-funds needs.
Upload Records
Drag-and-drop bank statements, tax files, & notes.
Get Readiness Packet
Score, missing items checklist, & narrative output.
Why most small business capital applications stall before review
Small businesses are rarely blocked from capital only because they lack potential. They are blocked because they are not funding-ready on paper. Their deposits, customer receipts, lease agreements, business narrative, and use-of-funds explanations are scattered across email, folders, and notebooks.
The Funding Readiness Kit bridges this gap by turning chaotic records into a structured Capital Readiness Score, an action-oriented gap checklist, and a lender-ready presentation packet.
Transparent Pricing. No Hidden Platform Fees.
Choose the package that fits your stage. Pay once for individual packets or subscribe for ongoing client readiness.
Readiness Check
Instant document audit and missing-evidence checklist for grant or microloan applicants.
- Capital Readiness Score (0-100)
- Document classification & verification
- Missing-evidence gap checklist
- Exportable Readiness Summary PDF/Text
Starter Funding Packet
Complete pre-intake readiness packet for early-stage small businesses.
- Everything in Readiness Check
- Executive Business Summary
- Use-of-Funds line-item narrative
- Document index for funders
- 1 Full Packet Export
Full Funding Packet
Comprehensive readiness packet with revenue snapshot, gap analysis, and adviser notes.
- Everything in Starter Packet
- Verified Revenue & Cash Deposit Snapshot
- Lender-ready Application Narrative
- Unsupported Claim Detection scan
- Unlimited Packet Re-exports (90 days)
- Priority Gemini processing
Adviser Pack
For bookkeepers, grant writers, and advisers preparing up to 10 client packets monthly.
- Includes 10 Client Packet Credits / mo
- Multi-client management portal
- Custom Adviser Notes & Branding export
- Priority Email Support
- Cancel anytime
Partner Pilot (10 Packets)
For incubators, CDFIs, and small-business centers requiring bulk pre-intake packets.
- Up to 30 Client Packet Credits / mo
- Bulk pre-intake readiness dashboard
- Dedicated XPRIZE Evidence exports
- API access & CSV data export
- Dedicated account manager
Partner Pilot (30 Packets)
Enterprise cohort management and institutional CDFI readiness layer.
- Up to 100 Client Packet Credits / mo
- Full institutional cohort reporting
- Custom risk boundary policies
- SSO & SLA support guarantees
Trust & Boundary: What The Funding Readiness Kit Is NOT
Sample Funding Readiness Output
Here is a preview of the structured evidence packet generated for funders and advisers.
Sunrise Artisanal Bakery
Missing Evidence Checklist
- 2023 Form 1040 Schedule C Federal Tax Return
- Equipment vendor line-item quote ($15,000)
Verified Revenue Snapshot
6 months of bank deposits verified. Monthly revenue average: $14,200/mo across operating accounts.
Frequently Asked Questions
Ready to prepare a funding-ready packet?
Turn scattered records into a structured readiness packet in minutes.