Funding prep tools

Find the tool that fits your next step.

Start with the free scorecard, then pick the toolkit built for your business: established, brand new, or a nonprofit seeking grants. When your packet is ready, an optional review by a former lender is there if you want it.

Start here

Not sure where you stand?

The free scorecard takes a few minutes and points you to the right toolkit.

Free

Funding Readiness Scorecard

A friendly self-check across your documents, books, numbers, and next steps. Free, and it points you to the right toolkit.

Free
Get the free scorecard
Operating one year or more

Lender-Ready Toolkit

The full set of builders and checklists to organize your funding prep into one lender-ready packet.

$97 one-time
View the toolkit
Pre-launch or under 3 years

New Business Funding Toolkit

Set up the basics funders expect and learn what they look for, built for new owners with little history yet.

$79 · coming soon
Learn more
Emerging and growing nonprofits

Nonprofit Grant-Ready Toolkit

Build a reusable grant-ready foundation, then prep each grant. Starts with a free Grant-Readiness Assessment.

$49 · coming soon
Learn more
Optional add-on

Lender-Ready Packet Review

A written review of your finished packet by Cristal Finley, fifteen years a funder. Preparation, not approval.

$399
Add the review
If your books need work

Bookkeeping help

If funding prep shows your books are the sticking point, Fourteen Feathers Bookkeeping can get them clean and clear.

From Fourteen Feathers
Get bookkeeping help

The new-business and nonprofit toolkits are launching soon. Take the free scorecard and we will tell you the moment they open.

Funding Prep Studio provides educational and organizational resources only. We do not lend, broker loans, or guarantee funding, approval, eligibility, or any lender or funder decision. Every lender, funder, and financing program may have different requirements. These resources are not financial, legal, tax, or credit advice.