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Thanks for taking the time to complete the pre-assessment.

Based on your responses, it looks like your business may benefit from a bit more financial stability before taking on a loan. That’s not a bad thing – in fact, it’s often the step that sets businesses up for long-term success. Our goal is to make sure that when you do take on capital, it helps you grow – not adds unnecessary pressure.

We’d Love to Work With You

Many businesses don’t qualify the first time – and then come back stronger and ready.

If you’d like, you’re always welcome to:

  • Re-take this assessment in the future
  • Reach out to our team with questions
  • Engage in XI programming in the meantime

We’re here to support you at every stage.


What This Means

Survive & Thrive loans are best suited for businesses that:

  • Have consistent and growing revenue
  • Can comfortably manage monthly repayments
  • Are using capital to grow (not to catch up)

If you’re not quite there yet, the good news is: you’re closer than you think.


Your Next Best Steps

We recommend focusing on a few key areas:

  • Stabilize revenue – build consistency month over month
  • Strengthen cash position – create a small buffer
  • Reduce or organize existing debt – improve monthly flexibility
  • Clarify how capital will drive growth – know exactly how funds will generate return

Resources to Help You Get There

We’ve pulled together a few resources that can help you take the next step:

1:1 Business Advising (SBDC)
Free advising to help with financials, projections, and business planning

Exponential Impact Programs & Workshops
Hands-on support, mentorship, and community to help you grow

Financial Coaching & Planning Tools
Support to better understand cash flow, margins, and repayment readiness

Upcoming Events & Office Hours
Opportunities to connect with mentors and get real-time feedback

[Explore Resources →]

Thanks for taking the time to complete the pre-assessment.

Based on your responses, it looks like your business may benefit from a bit more financial stability before taking on a loan. That’s not a bad thing – in fact, it’s often the step that sets businesses up for long-term success. Our goal is to make sure that when you do take on capital, it helps you grow – not adds unnecessary pressure.

We’d Love to Work With You

Many businesses don’t qualify the first time – and then come back stronger and ready.

If you’d like, you’re always welcome to:

  • Re-take this assessment in the future
  • Reach out to our team with questions
  • Engage in XI programming in the meantime

We’re here to support you at every stage.


What This Means

Survive & Thrive loans are best suited for businesses that:

  • Have consistent and growing revenue
  • Can comfortably manage monthly repayments
  • Are using capital to grow (not to catch up)

If you’re not quite there yet, the good news is: you’re closer than you think.


Your Next Best Steps

We recommend focusing on a few key areas:

  • Stabilize revenue – build consistency month over month
  • Strengthen cash position – create a small buffer
  • Reduce or organize existing debt – improve monthly flexibility
  • Clarify how capital will drive growth – know exactly how funds will generate return

Resources to Help You Get There

We’ve pulled together a few resources that can help you take the next step:

1:1 Business Advising (SBDC)
Free advising to help with financials, projections, and business planning

Exponential Impact Programs & Workshops
Hands-on support, mentorship, and community to help you grow

Financial Coaching & Planning Tools
Support to better understand cash flow, margins, and repayment readiness

Upcoming Events & Office Hours
Opportunities to connect with mentors and get real-time feedback

[Explore Resources →]