Capital Readiness Assessment

Capital Readiness Assessment

A preliminary intake to assess eligibility for capital review.
This assessment collects foundational business information used to evaluate eligibility for further capital considerations.

Responses are used to identify strengths, gaps, and recommended next steps. Completion of this assessment does not guarantee approval, capital access, or financing of any kind.

The assessment takes approximately 7–10 minutes to complete. Please answer each question accurately and completely.

No sensitive personal information is collected. Do not provide Social Security numbers or authorize credit checks.

An email address is required to associate this assessment and to provide written confirmation of the assessment outcome.

your information is used solely for assessment and review purposes and is not sold or distributed.
Email*
example@example.com

Section 1: Business Identity & Status

This section confirms basic business details lenders require to verify jurisdiction, structure, and operating status.
Legal Name of Business (if registered)
Leave blank if not yet formed
Business Structure*

Sole ProprietorshipLimited Liability Company (LLC)CorporationNot yet formed
State of formation (or intended state of formation)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Is the business currently in operation?*

YesNo
Do you currently have an EIN?*

YesNo

Section 2: Ownership & Control

This section helps assess decision-making authority and ownership structure, which lenders review when evaluating risk and accountability.
Does the business have more than one owner?*

YesNo
What percentage of the business do you personally own?*
Enter an approximate percentage based on current ownership interests.
Is ownership shared evenly among owners, or primarily held by one individual?*

Primarily held by one individualShared among multiple ownersNot sure / still being determined
Do you have primary decision making authority for the business?*

YesNo

Section 6: Strategic Planning & Documentation

This section evaluates whether the business is strategically documented and prepared for lender review.
Do you currently have a written business plan?*

YesNo
When was the business plan last updated?*
Select the option that best reflects the most recent update to your plan.
Does your business plan include the following? (Check all that apply)

Market analysisFinancial projectionsOperating strategyKey Assumptions
Are you open to revising or strengthening your business plan if gaps are identified?

YesNo

Assessment Summary & Next Steps
Thank you for completing the Capital Readiness Assessment. The information you provided is used to identify potential next steps and determine how your business may be positioned for future capital discussion. This assessment is informational only and does not constitute an application, offer or approval
Based on your responses, your business may be suitable for further review, or may bennefit from additional planning and structure before entering formal capital conversations. In either case, the goal is to ensure the next step you take is productive, aligned, and appropriate for your current stage.
Upload your business plan (optional)

Providing a business plan is optional but may help streamline review if additional discussion is appropriate. Please do not include sensitive personal information.
Cancelof
I consent to having the information I provided, including uploaded documents (if any), shared with a lending or strategic partner for review purposes.*

Yes
Should be Empty:

Section 1: Business Identity & Status