Tier 1: Assessment
Know your true capital position before approaching a lender. Identify gaps in your financial story, align the request with your business goals, and clarify the equity you may need to invest.
- 90-minute live session with Heidi
- Capital Readiness Assessment within 48 hours of the final meeting
Required first step before Tier 2 or Tier 3.
See the preparation & deliverables
- 10-minute intake questionnaire
- Review of three years of historical financials (internally or externally prepared)
- Send your questionnaire and financials at least 48 hours before the meeting