• CAPITAL READINESS INDEX (CRI)

    An assessment that measures whether your organization has the structure, finances, documentation, funding position, and execution capacity needed to pursue and sustain capital opportunities.

  • 25-Question Diagnostic Assessment

    This assessment measures how prepared your business or organization is to identify, qualify for, pursue, secure, manage, and sustain grants, certifications, contracts, and other strategic funding opportunities.


    • 25 questions total
    • Each question is scored 0-4
    • Maximum possible score: 100
    • Answer based on your current organizational reality
    • Select the response that best reflects what is currently documented, implemented, and consistently practiced.

    Answer Scale

    0 = Not in place / No evidence
    1 = Beginning / Rarely in place
    2 = Partially in place / Inconsistent
    3 = Consistently in place / Strong
    4 = Fully implemented / Funding-ready best practice

  • Format: (000) 000-0000.

  • DIMENSION 1: Organizational & Eligibility Readiness

    Measures whether the organization has the legal, strategic, and leadership foundation required to qualify for and pursue funding.
  • Our business or organization has a clearly defined legal structure, ownership structure, and current registration status.*
  • We can clearly explain our mission, primary services or programs, target population or customers, and the problem we solve.*
  • We understand which types of grants, certifications, contracts, or funding programs our organization is currently eligible to pursue.*
  • Required organizational registrations, licenses, tax filings, and good-standing requirements are current and readily verifiable.*
  • Leadership has identified funding and certification priorities that directly support the organization's strategic growth goals.*

  • DIMENSION 2: Financial & Funding Readiness

    Measures whether financial records, budgets, controls, and financial capacity can support competitive applications and responsible use of funds.
  • We maintain current and accurate financial statements, including income statements, balance sheets, and cash-flow information.*
  • We can clearly separate and track revenue, expenses, and costs by program, project, service line, or funding source when required.*
  • We can develop realistic project or program budgets that clearly explain how requested funds will be used.*
  • We have financial controls and approval processes for spending, reimbursements, purchasing, and record-keeping.*
  • Our organization has the cash-flow capacity, reserves, or financial plan needed to manage reimbursement-based awards, matching requirements, or delayed funding when applicable.*

  • DIMENSION 3: Compliance, Documentation & Certification Readiness

    Measures whether the organization maintains the documentation and compliance infrastructure commonly required by funders, certifying agencies, and contracting entities.
  • Core organizational documents - such as formation documents, tax records, policies, insurance, licenses, and governance records - are current and organized in one accessible location.*
  • We maintain written policies and procedures appropriate to our organization, including financial, personnel, ethics, conflict-of-interest, or compliance policies where applicable.*
  • We can quickly produce the documents commonly requested during grant, certification, contracting, or due-diligence processes.*
  • We understand which business, nonprofit, supplier-diversity, or government certifications could expand our eligibility for opportunities.*
  • We have a process for tracking registration, certification, license, insurance, reporting, and renewal deadlines so important credentials do not lapse.*

  • DIMENSION 4: Funding Position & Proposal Competitiveness

    Measures whether the organization can identify aligned opportunities and present a credible, evidence-based case for funding.
  • We have clearly defined programs, projects, products, or initiatives that can be matched to specific funding opportunities.*
  • We can demonstrate measurable outcomes, performance data, customer or community impact, or other evidence that supports the value of our work.*
  • We have a repeatable process for researching, evaluating, and prioritizing grants, contracts, certifications, or funding opportunities before investing time in an application.*
  • We have strong organizational narratives, capability information, impact statements, or supporting materials that can be adapted for proposals and applications.*
  • We evaluate opportunities for strategic fit, eligibility, competitiveness, required resources, deadlines, and potential return before deciding to pursue them.*

  • DIMENSION 5: Award Execution, Reporting & Sustainability

    Measures whether the organization can successfully manage awarded funds, meet obligations, demonstrate results, and build a sustainable funding pipeline.
  • We have clearly assigned responsibility for managing funded projects, deliverables, deadlines, budgets, and compliance requirements.*
  • We have systems to track how awarded funds are spent and maintain documentation that can support reporting, monitoring, or audits.*
  • We can consistently collect and report the performance metrics, outputs, outcomes, or impact data required by funders or contracting entities.*
  • We maintain a forward-looking funding calendar or opportunity pipeline rather than relying on one-time or last-minute applications.*
  • We have a strategy to diversify funding sources, maintain funder or partner relationships, pursue renewals, and reduce dependence on any single award or opportunity.*

  • Scoring & Segmentation
    Business Scalability ScoreTM = Total Points (0–100)


    0–19 — Startup Structure
    Your business depends primarily on owner effort rather than systems. Growth is difficult to sustain.


    20–39 — Operational Dependence
    Foundational elements exist, but inconsistent systems limit scalability.


    40–69 — Growth Ready
    Your business has strong fundamentals but still contains bottlenecks before aggressive scaling.


    70–100 — Scale Ready
    Your business demonstrates the systems, leadership, and operational maturity needed for sustainable growth.


    Results Interpretation & Next Step

    "This score does not measure how successful your business is—it measures how prepared your business is to scale."


    Based on your results, the next step is determining whether the Berry Dynamic Business Growth System is the right implementation framework to strengthen leadership, systems, execution, and long-term scalability.

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