Capital Readiness Assessment
Assess your business's preparedness for funding with this structured audit. Complete each section and review your readiness score.
Business Financials
How would you rate your business's current cash flow?
*
Poor
1
2
3
4
Excellent
5
1 is Poor, 5 is Excellent
Are your financial statements (P&L, balance sheet) up-to-date and accurate?
*
Yes, always
Mostly, with minor gaps
Rarely or never
Do you regularly track and forecast your business expenses and revenues?
*
Yes, monthly or more often
Occasionally
Never
Business Financials Section Score
Credit Profile
What is your business credit score range?
*
Please Select
Excellent (80-100)
Good (60-79)
Fair (40-59)
Poor (below 40)
Not sure
Are there any unresolved negative marks on your business or personal credit reports?
*
No negative marks
Some, but being addressed
Yes, unresolved
Do you regularly monitor your business credit profile?
*
Yes, at least annually
Occasionally
Never
Credit Profile Section Score
Business Plan Strength
How detailed and current is your business plan?
*
Outdated or incomplete
1
2
3
4
Comprehensive and current
5
1 is Outdated or incomplete, 5 is Comprehensive and current
Does your business plan include realistic financial projections?
*
Yes, detailed and realistic
Some projections, but lacking detail
No projections
How clearly does your plan define your target market and competitive advantage?
*
Not clear
1
2
3
4
Very clear
5
1 is Not clear, 5 is Very clear
Business Plan Strength Section Score
Documentation Readiness
Are your business registration and compliance documents up-to-date?
*
All up-to-date
Some missing or outdated
Mostly missing
Do you have organized digital copies of key business documents (e.g., tax returns, leases, contracts)?
*
Yes, all documents organized
Some documents organized
No, documents are disorganized or missing
How quickly can you provide required business documents when requested?
*
More than 1 week
1
2
3
4
Within 1 day
5
1 is More than 1 week, 5 is Within 1 day
Documentation Readiness Section Score
Owner Experience
How many years of relevant industry experience do you have?
*
Please Select
10+ years
5-9 years
2-4 years
Less than 2 years
Have you previously managed or owned a business?
*
Yes, successfully
Yes, with some challenges
No prior experience
How confident are you in your ability to lead the business to success?
*
Not confident
1
2
3
4
Very confident
5
1 is Not confident, 5 is Very confident
Owner Experience Section Score
Funding Client
Contact Info
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Audit Score
Final Score
Overall Readiness Score
View My Readiness Score
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