SMB Capital Readiness Program

The Capital Readiness Program is a 8-week program designed for early to growth stage small businesses preparing for growth through access to capital. The program focuses on core personal and business financial principles to help you develop a comprehensive plan for your business to increase funding readiness.

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Overview

The Capital Readiness Program is a 8-week program designed for early to growth stage businesses preparing for growth through customer or capital acquisition. The program focuses on core business and financial principles to help you develop a comprehensive plan for your business to increase funding readiness.

Program Dates:

  • Spring 2025 – Dallas & Fort Worth
  • Fall 2025 – Dallas, Fort Worth, & Frisco

This 8-week hybrid virtual/in-person program covers the following topics:

  • Personal Finance 101
  • Understanding Financial Statements, Projections & Ratios
  • Credit Underwriting/Loan Readiness
  • Types of Capital
  • Storytelling & Pitching

Participants will also produce the following deliverables:

  • Financial Model/Projections
  • Loan Package Preparation
  • Capital Action & Use of Funds Plan
  • Company Data Room

Eligibility

Eligible participants must meet the following criteria:

  1. Must be a for-profit business
  2. Located in North Texas (Ex: Dallas, Tarrant, Collin & County)
  3. Owned and operated by under-estimated entrepreneur (i.e. Women, Person of Color, Veteran, or Low-to-moderate individuals)
  4. Minimum of 2 years in business with at least $25K in revenue or >5 employees
  5. Willingness and availability to commit 5-10 hours a week on their business

Benefits and Expectations

What to expect:

  • Weekly educational training sessions
  • Dedicated advisor mentor for the duration of the program
  • Access to 60+ subject matter experts
  • Peer-to-Peer learning/assessments
  • IV staff office hours
  • Business Perks and savings
  • PR and visibility
  • Corporate pro-bono support
  • Alumni program induction to assist in continuous growth
  • Eligible for loans up to $50k
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