You have built your packet. Before you sit across from a funder or hit submit, have it read by someone who spent fifteen years on the inside of funding decisions. You get back a written review in plain language: what is already strong, where the gaps are, and exactly what to tighten, so you go in confident instead of guessing.
A preparation review only. Not financial, legal, tax, or lending advice, and not a guarantee of funding or approval.
This is the moment most owners get stuck. The work is done, the documents are organized, the numbers are filled in, and then the doubt creeps in. Is this what they are looking for? What will the person on the other side of the desk think when they open it? Where are the gaps I cannot see because I am too close to it?
And it can feel like you only get one shot. You want to put your best version forward, not find out afterward that something obvious was missing. The trouble is, you have never sat where the funder sits, so you are guessing at what matters and hoping you brought the right things.
You should not have to guess. The fix is simple: have someone who has read thousands of these look at yours first.
The Lender-Ready Packet Review is exactly what it sounds like. You send in the packet you built with a toolkit, and Cristal Finley, who spent fifteen years evaluating business funding requests, reads it the way a funder would. She sends back a written report: what is already strong, what to tighten, and a clear path forward.
It is a preparation review. It is not an application, it is not a decision, and it is not advice. It is a professional read of your work before anyone with the power to fund you ever sees it, so you can fix what needs fixing on your own terms first.
Cristal Finley sat on the side of the table that decides who gets funded. For fifteen years she read the applications and ran the numbers, on funding requests from $35,000 all the way up to $40 million. She knows what makes a file easy to say yes to, and what quietly gets one set aside.
She reads your packet the way a funder would, then tells you what she sees, in plain language. Outside of this work she serves on a few boards: treasurer of NAYA (the Native American Youth and Family Center), past president of RMA Portland, and a board member of Confluence. She is an enrolled member of the Yakama Nation.
The free tools out there do not come with an expert. The experts do not come with tools.
This review puts both in one place: your packet, read by the person who knows what funders look for, before you put it in front of one.
Not a checklist with boxes ticked. A real read of your packet, turned into a short, clear report you keep and act on.
Turnaround is 3 to 5 business days, and you get one round of follow-up questions, answered in writing.
The review pairs with a toolkit. You build your packet first, then have it read.
The review is for a packet you have already built. New here? Start with the Lender-Ready Toolkit or the other toolkits, then add the review when your packet is ready.
The whole point is the feeling on the other side of it: not hoping you got it right, but knowing a former lender already looked.
A written review of your finished packet by a former lender. One round of follow-up questions, back to you in 3 to 5 business days.
Add the packet reviewYours after you have built your packet with a toolkit. A preparation review only. Not financial, legal, tax, or lending advice, and not a guarantee of funding or approval.
No. We do not lend, broker loans, or guarantee funding, approval, or eligibility, and the review does not predict any funding outcome. It is a preparation review: it helps you see your packet the way a funder would and fix the gaps before you apply. Every lender and funder sets its own requirements.
No. The Lender-Ready Packet Review is a preparation review only. It is not financial, legal, tax, credit, or lending advice, and it does not recommend specific lenders or funding products. It is a professional read of your packet to help you prepare. For advice about your specific situation, consult a qualified professional.
Your finished packet, built with one of the toolkits. The review is a read of the packet you have already put together, so you will get the most from it once your documents, numbers, debt, and use-of-funds plan are organized and filled in.
Your written Review Report comes back within 3 to 5 business days of submitting your packet. After that, you get one round of follow-up questions, answered in writing.
Start with a toolkit first. The review is built to read a packet you have already put together, so it pairs with the Lender-Ready Toolkit for established businesses, or the new-business toolkit. Build your packet, then add the review when you are ready.
If building your packet showed 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 before a funder ever looks.
Learn more about bookkeeping support →