Membership Plans for Every Stage of Your Capital Journey

Choose the plan that matches where your business is today. Each tier builds on the last — upgrade anytime as your needs grow.

Required Plan
Tier 1Coming Soon

Essentials

Build your capital readiness foundation

$9/month

What's included

  • Recorded lessons on financing fundamentals
  • Financing guides library
  • Templates and checklists
  • Basic readiness assessment with action list
  • 2 AI-generated reports per month

Sample output

A readiness scorecard showing your top 3 documentation gaps with a prioritized action list.

2 AI-generated reports per month
Coming Soon — Join Waitlist
Tier 2Coming Soon

Capital Planning

Map your capital needs and financing options

$29/month

What's included

  • Everything in Essentials
  • Capital needs report
  • Financing comparison worksheets
  • Cash flow and projection tools
  • Personalized preparation roadmap
  • 10 AI-generated reports per month

Sample output

A capital needs report with financing options compared side-by-side and a 90-day preparation roadmap.

10 AI-generated reports per month
Coming Soon — Join Waitlist
Tier 3Coming Soon

Funding Preparation

Draft your business plan and funding proposal

$59/month

What's included

  • Everything in Capital Planning
  • Guided business plan drafts
  • Funding proposal drafts
  • Executive summary builder
  • Use of funds schedule
  • Due diligence document index
  • 20 AI-generated reports per month

Sample output

A draft funding proposal with executive summary, use-of-funds table, and a due diligence checklist.

20 AI-generated reports per month
Coming Soon — Join Waitlist
Tier 4Coming Soon

Business Management

Operational systems and performance reporting

$89/month

What's included

  • Everything in Funding Preparation
  • Procedure and policy drafts
  • Internal control assessments
  • Budgeting tools
  • Performance reports from updated inputs
  • 30 AI-generated reports per month

Sample output

An internal controls assessment with policy drafts and a monthly performance report template.

30 AI-generated reports per month
Coming Soon — Join Waitlist

Note: Automated outputs are educational tools and do not receive individual professional review. They do not predict lender approval or guarantee financing outcomes. Individual consultations are not included in memberships and can be requested separately.

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