Customer Deposits Playbook
Contract language, deposit scripts and invoice terms that get customers to fund your growth.
For: Founders whose customers can pay up front
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The playbooks behind the match.
Every Funding Fit result points to one of these. Each one is the checklist, templates and scripts I would hand a founder across the table.
Free
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The Funding Fit Checklist
The one page list of documents every lender, grant maker and investor asks for. Get it before you need it.
By funding type
Pick the money that fits.
Grant Calendar and Application Kit
A 12 month grant calendar, a reusable application with budget and outcomes, and the criteria reviewers actually score.
For: Certified, mission driven or early stage businesses
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How to find the right CDFI, the documents they ask for, and a use of funds plan that gets you to yes.
For: Businesses building credit and track record
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Lease or loan, what to negotiate, and how to compare vendor financing against a bank.
For: Founders buying equipment or vehicles
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The full lender package: statements, debt schedule, projections and the story that goes with them.
For: Businesses with two years of clean books
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When to open a line, how big to ask for, and how to use it without living on it.
For: Seasonal and project based businesses
Join the waitlistRevenue Based Financing Term Decoder
Turn any offer into its real cost, compare providers side by side, and know when to walk away.
For: Steady revenue, strong margins
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Caps, discounts and dilution in plain language, plus investor outreach templates for your first check.
For: Early, fast growing C corps
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The folder structure, financial model and diligence checklist investors expect before a priced round.
For: Companies past $1M and growing
Join the waitlistGo deeper
When you want more than a playbook.
MelissAI
AI business coaching built on my frameworks, there whenever you need a second brain on the business.
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A small number of founder and leadership team engagements each year.
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