Portal Book Yo

Intensive · 4 weeks

Funding-Ready Intensive

Prepare the documents, numbers and story lenders want to see.

Syllabus

What we'll cover.

  1. Week 1
    Your credit foundation

    Business and personal credit, and what to fix first.

  2. Week 2
    Your numbers

    Profit and loss, cash flow and the basics lenders read.

  3. Week 3
    Your story

    Explain your business, your request and how you will repay it.

  4. Week 4
    Your options

    Loans, grants, CDFIs and alternatives, and how to choose.

You'll leave with

  1. A complete funding-ready document folder
  2. Clean, readable financial statements
  3. A clear funding story and request
  4. The right type of capital for your stage

Be first when doors open.

Waitlist members hear about dates, pricing and early enrollment before anyone else.

FAQ

Questions, answered.

When does the next cohort start?

Dates are announced to the waitlist first. Join the waitlist and you'll hear before enrollment opens.

How much does it cost?

Pricing is shared when enrollment opens, along with any payment plans.

Is it live or recorded?

Live online · 4 weekly sessions · document review. Sessions are recorded for members who miss one.

Who is it for?

Business owners planning a loan, grant or investment conversation in the next six months.