A set of interactive builders and checklists that runs the math on the numbers you enter, flags what needs attention, and organizes your documents, debt, and use-of-funds plan into your funding prep packet, before you seek funding or talk to a lender. For businesses operating a year or more.
Watch a short walkthrough, then see the screens up close. Everything here is built to help you get organized and prepared before you apply.
A quick walkthrough of the builders.
These are not generic templates. Cristal Finley built every piece from fifteen years of evaluating business funding requests, from $35,000 to $40 million, around the things that actually decide an application: what makes a file easy to approve, and the avoidable mistakes that most often get one denied. That is what is built into each step.
She reads a packet the way a funder does, so the builders walk you through the same picture a funder gathers when they review you.
If your documents are scattered, your books are behind, or your numbers are hard to explain, getting ready can feel like a lot. The Funding Prep Packet gives you a simple system for the pieces that tend to matter most, one builder at a time.
Start with the guide, then work through the pieces in order. Each one fills in on the page and prints to a clean, branded sheet. Review what you already have, spot what is missing, and organize your financial information. The builders run the math on the numbers you enter and flag what may need attention before you apply.
Start with piece 0, the guide. Then each piece fills in and prints to a clean sheet. The printed stack is your packet.
Your answers save automatically to your private packet, so you can pick up any piece across several sittings, on any device.
One-time. Instant access. Yours to keep.
Get the Funding Prep PacketEducational and organizational resource only. No funding or approval guarantees.
Once your packet is built, you can send it to Cristal for the Former-Lender Readiness Review. She spent fifteen years evaluating funding requests, reads your packet the way a lender would, and sends back a written review: what a lender would notice, what to fix first, and a clear path forward. A real review by a real person, not a generic checklist.
Newer business, or a nonprofit seeking grants? There are prep packets built for you too. See all three packets.
If building your packet shows you that your books are behind or hard to read, that is common, and it is fixable. Fourteen Feathers Bookkeeping helps small business owners get their books clean and clear.
Learn more about bookkeeping support →