Capital readiness memberships,
tools, and funding preparation
for small businesses.
Membership tiers give you the tools, templates, and AI-generated reports to prepare for lender and investor conversations. Start with a free assessment, then choose the level that fits your stage.
Free assessment · No credit card required · Results in 5 minutes
How the Blueprint Works
A structured five-step path — from free assessment to capital preparation.
Take the Free Assessment
Start with the free Capital Readiness Assessment. Answer 15 questions about your financials, documentation, and strategy. Get a scored result and a personalized gap checklist in under five minutes.
Choose a Membership
Select the membership tier that matches your stage — from foundational readiness education to full funding preparation and operational systems. Each tier builds on the one before it.
Build Your Business Profile
Enter your business information once. Your profile feeds every tool, calculator, and AI-generated report — so your outputs are specific to your numbers, not generic templates.
Generate Reports & Tools
Use your monthly AI generation allowance to produce Capital Blueprint reports, financial projections, business plan drafts, and funding proposals — all editable and exportable.
Prepare for Capital
Walk into lender, investor, or strategic partner conversations with organized documentation, clearer financial visibility, and a structured capital narrative — prepared, not reactive.
Four Levels of Capital Preparation
From foundational readiness education to full funding preparation and operational systems. Each tier builds on the one before it.
Essentials
- Recorded lessons & financing library
- Templates & checklists
- Readiness assessment
- 2 AI reports / month
Capital Planning
- Everything in Essentials
- Capital needs report
- Financing worksheets
- 10 AI reports / month
Funding Preparation
- Everything in Capital Planning
- Business plan drafts
- Funding proposal builder
- 20 AI reports / month
Business Management
- Everything in Funding Prep
- Procedure & policy drafts
- Budgeting & performance tools
- 30 AI reports / month
Start Free. No Credit Card Required.
Two free tools to understand where your business stands today. Take either one in under five minutes.
Free Capital Readiness Assessment
A 15-question assessment that scores your funding readiness across financials, documentation, and strategy. Get a personalized checklist of gaps to close before approaching lenders.
- 15-question scored assessment
- Personalized gap checklist
- Results in 5 minutes
- No credit card required
Free AI Workflow Quick Scan
Enter your manual processes and get an instant automation opportunity score with an illustrative savings range (assumptions shown). No commitment, no cost.
- Instant automation score
- Illustrative savings range, assumptions shown
- Top 3 opportunity highlights
- PDF summary emailed to you
José Javier Pagán-Ortiz, CPA
Capital Readiness Advisor · Puerto Rico
The CPA credential is stated solely for professional identification. On this platform, José Javier Pagán-Ortiz acts exclusively as a capital-readiness advisor and consultant, not as a Certified Public Accountant. Business Capital Blueprint does not provide public accounting, audit, attestation, or tax services, and is not a CPA firm.
Background
Licensed CPA with accounting, valuation, forensic, and business advisory experience. Over three decades of audit, M&A, real estate development finance, and litigation support engagements in the Puerto Rico market.
After leading audit departments in public accounting, José founded Business Capital Blueprint to bring that same rigor to business owners before they sit across from a lender or investor.
Our Methodology
Frequently Asked Questions