Capital Readiness by Zoom Industries

Getting ready to ask for money for your business? We help you get your file ready first. We check your numbers, sort your documents, and build the package a lender, grant program or investor wants to see. One clear price for each product. No percentages. No success fees.

Start with the $297 Starting Check See the products

How it works

Step 1

Pick your package

Pick your package from the tiers below. Each one has one clear price.

Step 2

The $297 Starting Check

Every package starts here. Have documents already? We check them over. Starting from zero? That is fine too. Either way, we look at your business, your numbers, and what you want to raise, and you get three things: your readiness score, the best funding route for you (loan, grant, investor, or a mix), and the exact plan for your package. If you go ahead with Tier 2 or Tier 3, the $297 comes off the price.

Step 3

We build your package

We build your package: your deck, your numbers and your data room, ready to send.

Step 4

Coordination, if you want it

When your raise goes live, add monthly coordination at $499 a month if you want us keeping it moving. It stops when your raise is done.

Our fees do not depend on whether you get the money. We are paid for the work, not for the result. You pay your own lawyer, accountant, lender or dealer directly, and we receive nothing from them.

The products

All prices are in Canadian dollars. Tax is added at checkout where it applies. Every product below is preparation work: checking, writing, organizing, and keeping your file moving.

Tier 1: Do it yourself

DIY Capital Template Pack

$297 one time

Do it yourself. You get the full set of templates and checklists we use, and you fill them in at your own pace.

  • Fourteen documents: capital intake form, readiness scorecard, funding stack map worksheet and channel fit screens
  • One page teaser template and pitch deck template
  • Historical financial organizer, projections workbook, and sources and uses worksheets
  • Data room folder tree, data room checklist and document register
  • Decision log, plus the file naming and version guide
  • A written guide for every template, and one orientation call included

Get the template pack

If you book the $297 Starting Check within 60 days, this $297 comes off it.

Tier 2: Done with you

Readiness Sprint

$2,000 total price

We do it with you. We check your numbers, fix your pitch deck with you, and get your file ready to send, in a three week working sprint.

  • The $297 Starting Check, done with you in working sessions
  • A clear score for how ready you are, and a simple plan for what to fix first
  • A check of what is missing, against what lenders and investors ask for
  • We go through your pitch deck and your numbers with you, and give you a written fix list
  • Two rounds of changes on the report and the plan

Start with the $297 Starting Check. If you go ahead with this package, the $297 comes off the price.

Start with the $297 Starting Check

The balance is paid when your package starts, before we build. Tier 2 balance: $1,703. Tier 3 balance: $4,703.

Tier 3: Done for you

Full Capital Package

$5,000 total price

We do it for you. We build the whole package: your deck, your numbers, your data room, and the package a lender or investor receives.

  • Everything in the Readiness Sprint
  • Your company story and one page summary, written for you
  • Your pitch deck built, and your numbers built out: past results, forecasts, and where the money goes
  • A complete data room, built and loaded in a clear folder layout
  • One package for your route: a lender file, a grant file, crowdfunding paperwork support, or a dealer file
  • A handoff sheet for your lender or partner, and 30 days of document fixes after handoff

Start with the $297 Starting Check. If you go ahead with this package, the $297 comes off the price.

Start with the $297 Starting Check

The balance is paid when your package starts, before we build. Tier 2 balance: $1,703. Tier 3 balance: $4,703.

Monthly

Capital Coordination

$499 per month, one active file

We keep your file moving. Month to month we update your documents, follow up, and keep everything current while you raise. We prepare your file. We do not negotiate for you.

  • We track every document request and follow up until it is closed
  • A deadline calendar for your file, with reminders before dates bite
  • Your data room updated every month, so it always matches your latest documents
  • Booking and admin contact with your lawyer, accountant and partners
  • A short written update on your file every month

Starts only when your raise goes live, after your package is done. You do not pay this while we build your package.

It is an optional add on, not part of building a Tier 2 or Tier 3 package. You pay at the start of each month, it runs month to month while your raise is live, and it stops when your raise closes or you pause it.

Start Capital Coordination, $499 per month

Coordination and preparation support only. Negotiation is expressly excluded, and we do not handle funds or signed documents. Cancel on 30 days notice.

See a sample

These are SAMPLE documents. They were made for a sample client called Zoom AI so you can see the style, layout and level of detail before you buy. The names, figures and details in them are examples only. They are not a real client file.

Capital Readiness is preparation and consulting only. A sample does not promise funding, investment or meetings, and no result is guaranteed.

SAMPLE: Tier 1

DIY Template Pack sample

See a sample of the DIY Template Pack, with the templates and checklists an owner works through at their own pace.

View the sample PDF

SAMPLE: Tier 2

Readiness Sprint sample

See a sample Readiness Sprint, with a sample assessment, scorecard, funding stack map and gap plan.

View the sample PDF

SAMPLE: Tier 3

Full Capital Package sample

See a sample Full Capital Package, with a sample deck, numbers and data room package built for a sample client.

View the sample PDF

SAMPLE: Compare

Tiers comparison sample

See a one page sample sheet that puts the three tiers side by side, so you can compare what each one includes.

View the sample PDF

The boundary, in plain words

Request the assessment

Prefer to talk first? Send the form and the team will reply within one business day. Ready now? Pay for a product above and we will book your start from your receipt.

Or reach us directly: [email protected] or 213-221-1091.