Capital Access Consulting


We partner with small businesses and cooperatives to help you access the capital you need to grow. Many business owners face barriers in accessing capital because of gaps in financial documentation, unclear business plans, or unfamiliarity with the funding process. Our Capital Access Consulting provides customized, one-on-one support to prepare you for successful funding applications and help you navigate the capital raising journey.

We work closely with you to strengthen your financial position, articulate your business strategy, understand your funding options, and build relationships with potential funders. We have extensive experience supporting diverse entrepreneurs through the funding process, with expertise in community loan funds and alternative financing options.

Our Capital Access Consulting provides comprehensive support through all aspects of accessing capital:

When you enroll in our Capital Access Consulting program, we match you with a dedicated business consulting team based on your business stage, industry, and complexity of needs. Together, we co-create a consulting plan that meets your specific business goals and funding timeline.

We meet weekly to work through your consulting plan. Between sessions, our consultants take a hands-on approach by digitizing financial information, preparing financial statements, analyzing historical financials, documenting business strategy and plans, developing financial forecasts, and preparing other documents for review and revision. This collaborative process allows you to focus on running your business while receiving expert support.

Our typical engagements are 50-75 hours over 3-9 months, depending on the complexity of your business and funding needs.

Our Capital Access Consulting is designed for small businesses and cooperatives that:

• Are committed to making a positive impact in your community
• Have established business operations and are making at least $50,000 in annual sales
• Need assistance with accessing capital and are ready to pursue funding
• Are seeking funding from community loan funds or alternative capital providers

The costs of our Capital Advising Consulting depend on the size of your business and the complexity of the engagement. Depending on your location, we may have partnerships that offset your costs. Contact us to inquire about pricing for your specific needs.

Contact us to discuss how we can work together to support your small business or cooperative.