Funding Readiness Assessment

Getting Started

Tell us about your business

This helps us tailor recommendations. All fields optional.

Business Name

Email Address

Industry

Category 1 of 5

Legal Structure

How your business is legally organized and registered.

What type of business entity are you?

Sole proprietorship / No formal entity

DBA / Partnership (informal)

LLC (single member or multi-member)

Corporation (S-Corp or C-Corp)

Nonprofit (501c3 or state-registered)

Do you have a federal EIN (Employer Identification Number)?

No, I use my personal SSN

I have an EIN but haven't used it

Yes, active EIN linked to my business

Is your business in good standing with the state?

Not registered / Don't know

Registered but may be lapsed

Yes, confirmed in good standing

Do you have an operating agreement or corporate bylaws?

No / Not applicable

Used a template but never customized

Yes, professionally drafted and current

Category 2 of 5

Compliance

Tax, licensing, and regulatory standing.

Are your federal and state tax filings current?

Haven't filed / More than 2 years behind

Filed but may be 1 year behind

Fully current on all filings

Do you have all required licenses and permits?

No licenses / Don't know what's required

Some licenses but may be missing others

All licenses current and verified

Do you carry business insurance?

No business insurance

Basic general liability only

Comprehensive coverage (GL, E&O, Workers' Comp, etc.)

Are you in compliance with industry-specific regulations?

Not aware of requirements

Aware but working on it

Fully compliant with all regulations

Category 3 of 5

Financial Organization

How your business finances are tracked and managed.

How do you manage bookkeeping?

No bookkeeping system / Informal tracking

Spreadsheet or basic software, updated occasionally

Professional bookkeeping (QuickBooks, CPA, etc.) updated monthly

Are your business and personal bank accounts separate?

No, mixed personal and business

Separate accounts but some overlap

Completely separate with dedicated business accounts

Can you produce financial statements (P&L, Balance Sheet)?

No, I can't generate them

Could produce with some effort / Not recent

Yes, current and available within 24 hours

Do you track revenue and expenses by project or category?

No tracking beyond bank balance

Basic tracking but not detailed

Detailed tracking by project, category, and client

Category 4 of 5

Documentation

The critical documents funders want to see.

Do you have a written business plan?

No business plan

Draft or outdated plan (1+ years old)

Current, comprehensive business plan

Do you have a capability statement?

No / Don't know what that is

Basic one exists but needs updating

Professional, current capability statement

Can you demonstrate past performance or project history?

No documented project history

Some projects documented informally

Formal case studies and documented results

Do you have professional references ready?

No prepared references

Could gather references if needed

3+ professional references with letters on file

Category 5 of 5

Funding Alignment

How prepared you are to pursue specific funding opportunities.

Do you have a clear purpose for the funding you're seeking?

General need / No specific plan

Broad idea but no detailed budget

Specific use of funds with detailed budget

Can you provide matching funds if required?

No matching funds available

Could arrange some match with effort

Yes, matching funds documented and available

How soon can you submit a complete application?

Months away / Not sure where to start

Could be ready in 4-6 weeks

Ready to apply within 2 weeks

Have you identified specific funding programs to target?

No specific programs identified

Aware of some but haven't researched eligibility

2+ programs identified with eligibility confirmed

Tell us about your business

Legal Structure

Compliance

Financial Organization

Documentation

Funding Alignment

Your Funding Readiness Score

Category Breakdown

What's Next?