Current Programs

Sam and Jordan discussing financing over coffee

Capital Coaching

Work one-on-one with a mentor to clarify the financing process and prepare your strongest loan application.

Finance can be confusing

You know your business. Whether you are a baker, a plumber, or a small-scale developer, that’s your expertise. The world of finance, though, is less clear to most entrepreneurs. Amortization schedules, debt-to-income ratios, and other bank-speak can be daunting. 

How a Capital Coach can help

Our Capital Coaching program pairs entrepreneurs with an expert mentor. As a participant, you will work one-on-one with your Capital Coach to gain an insider’s knowledge of the financing world.

Avoid common mistakes. Your Capital Coach can help you avoid some of the financial pitfalls that often slow an entrepreneur’s progress, such as:

  • using high-interest credit cards for working capital, 

  • buying equipment that could be more economically leased, or

  • repeatedly renting equipment that could be purchased

Get “Capital-ready.” Your Capital Coach can help you accomplish the prerequisites most lenders or investors want to see. That includes having:

  • a well-defined business model,   

  • a robust financial strategy, and 

  • a solid understanding of how lenders or investors will view your business, and your application. 

Who it’s For

Any small business owner who has completed the core steps of starting a business — you are legally established, have a business or operating plan, etc. — and are ready to grow.

How it Works

Interested entrepreneurs should: 

  1. attend an initial education session such as this webinar, and complete the core steps to business success; 

  2. apply to be matched with a Capital Coach; and

  3. meet with your coach one-on-one. Your coach may recommend educational resources or business strategies to improve your capital readiness.

Get Started

Are you a small business owner who has completed the core steps, ready to be matched with a Capital Coach? If so, please fill out our online Capital Coaching Application.

Not sure where to begin? Contact us

Unsure whether you’re ready to apply for a Capital Coach? This webinar outlines the core steps to business success you should complete before applying