Choose the option that fits where you are in your capital readiness journey. All sessions are conducted by Heidi Schurman personally.
Determines your true baseline capital position and exposes story gaps before you approach a lender.
We build your Financial Architecture together — a defensible, bank-ready loan package.
Long-term oversight to keep your operations continuously bank-ready.
A quick readiness check to see if you have the core pieces in place — and whether a full Tier 1 Assessment is right for you.
Book a Readiness CheckTranslating Bank-Speak into clear business reality. Bring your Discussion Paper, Term Sheet, or Loan Agreement.
Book a Loan Review