The Platform

Growth Engine: repeatable pipeline without the chaos

What it is:
A repeatable system that brings you a steady stream of good prospects.
We do three things together, every week:

Outbound: we reach out to the right people.

Inbound: your website and content attract people to you.

Nurture: we follow up and keep warm leads moving.

All of it is tracked on one simple scorecard everyone uses.

Why it’s different:
Most companies hire separate “marketing,” “finance,” and “funding” helpers who don’t talk to each other. We run growth, finance, and capital as one plan with the same data and goals.
Result: campaigns are built to hit your cash targets and meet lender/investor requirements—no messy hand-offs or conflicting reports.

Who it’s for:
Owner-led businesses around $2M–$25M in revenue (or on the way there) that want predictable demand to reach cash-flow and funding milestones—without hiring three different vendors.

Financial Control: facts, not guesswork

What it is (simple):
The discipline that puts you in real-time control of cash and numbers so you make decisions with facts, not guesses.
We install three things and run them every week/month:

Monthly Close: your books are wrapped up the same way, on the same date, every month—no surprises.

13-Week Cash Plan: a rolling, week-by-week view of money in and money out so you always know how many weeks of runway you have.

One KPI Scorecard: Growth, Finance, and Capital all use the same scoreboard (targets, trends, alerts).

Why it’s different from “bookkeeping”:
Bookkeeping tells you what happened last month. Financial Control steers what happens next.
It ties your weekly sales activity and funding work to the numbers lenders care about—cash runway, debt coverage, leverage, and key milestones to getting funded—so everyone is rowing in the same direction with one version of the truth.

Why it matters (in plain terms):

You always know if you can make payroll, invest, or need funding—and by when.

Lenders trust your package because your story, your numbers, and your timing match.

No more conflicting reports from different vendors; one cadence, one data model, one owner.

What you get (recurring):

A 1-page Executive Brief that calls out wins, risks, and decisions needed.

A living 13-week cash file showing collections, bills, and runway (with “do this next” actions).

A shared KPI scorecard (examples: weeks of cash, gross margin, days to collect, time-to-term-sheet, time-to-funds, DSCR).

Who it’s for:
Owner-led businesses around $2M–$25M in revenue (or growing there) that want visibility, lender-ready numbers, and fewer surprises—without hiring separate finance, marketing, and funding vendors.

Capital Access: from “need funds” to funded

What it is (simple):
Everything you need to go from “we might need money” to funded—without juggling brokers, bankers, and advisors. We run two tightly-coordinated tracks:

Lender Path (productized process): fast, structured steps to get lender-ready and across the finish line.

Capital Advisory (ongoing strategy & negotiation): higher-touch work to shape the story, build the materials, run outreach, and negotiate terms.

Because Capital Access runs inside your integrated platform with Growth and Financial Control, the story, numbers, and timing all match—so approvals come faster and terms improve.

Why it’s different from “a broker” or one-off packaging:
Most brokers just shop a deal. We build the deal and run the process end-to-end, tied to your cash plan and sales pipeline. One owner, one cadence, one data model:

Materials are built off real KPIs and a live 13-week cash plan (not guesswork).

Outreach prioritizes the right lenders/investors for your stage and collateral—not spray-and-pray.

Negotiation and closing stay aligned to runway and growth milestones (no last-minute surprises).

How it works (the two tracks working together)

1) Lender Path — from intake to funding (clear steps)

Application / Intake — Readiness screen, checklist, and a “route map” to the right capital options.

Packaging & Underwriting Prep — Narrative, projections tie-out, data room, portal uploads, and shepherding.

Funding Admin — Closing checklist, conditions clearing, and post-funding onboarding.

2) Capital Advisory — strategy, outreach & negotiations

Capital strategy (use of funds, structure, targets, sequence).

Materials (teaser/CIM, lender deck, model tie-outs).

Outreach & pipeline (lenders, investors, and partners; weekly pipeline board).

Negotiations to close (terms comparisons, covenants, fees, closing workback).

Post-funding support (first-100-days, reporting rhythm, covenant tracking).

The two tracks move together: Lender Path keeps momentum and documentation clean; Capital Advisory makes sure the story, structure, and terms fit your plan.

What you get (recurring deliverables)

Capital Route Map with target sources (banks, SBA, ABL, equipment, mezz, equity).

Complete package (teaser/CIM, financials, data room, underwriting answers).

Weekly pipeline board (who has it, where it is, what’s next).

Term-sheet comparison (side-by-side economics, covenants, fees).

Close plan & checklist (conditions, responsible owners, timing).

Post-funding cadence (reporting pack lenders trust).

KPIs we track (and lenders care about)

Time-to-Term-Sheet and Time-to-Funds

Approval/Funding Rate and Term-Sheet Hit Rate

Blended Cost of Capital and Fees

Covenant Readiness (DSCR, leverage) and Cash Runway after funding

Who it’s for

Owner-led businesses around $2M–$25M in revenue (or growing there) who need capital for working capital, equipment, acquisitions, refinancing, or growth—and want a partner who aligns the story, numbers, and process instead of handing you off to a broker.