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Get Funding Ready with Passport to Funding

Learn exactly what lenders and investors expect. Start with a quick assessment, follow short video modules, and earn a certificate you can share.

Welcome to Passport On-Demand

An on-demand program that gets your business funding-ready. Start with a quick readiness assessment, work through short video lessons, confirm learning with quizzes, and leave with a clear action plan and a completion certificate.

The curriculum is organized into four funding-readiness pillars:

Capital

Choose the right type of capital for your model. Learn debt vs. equity, cost of capital, terms, and when to use each so you can fund growth without hurting cash flow.

Revenue

Improve revenue quality. Strengthen margins and unit economics, reduce customer concentration, and increase predictability so your numbers look strong to funders.

Financials

Make your financials funder-ready. Clean up your books, understand cash flow, build simple forecasts, and prepare the core documents lenders and investors request.

Readiness

Assemble your package and tell a clear growth story. Cover compliance and tax basics, create a concise business overview, and practice how to present your ask with confidence.

What Passport to Funding Delivers

Funding Readiness Assessment

Identify your gaps in minutes. Benchmark your business against lender/investor expectations and get a clear list of priorities.

Bite-Size Video Lessons

Watch concise modules that show exactly what funders look for—revenue quality, clean financials, and a strong funding package.

Checks & Certificate

Quick quizzes confirm mastery. Pass the core lessons to earn a completion certificate you can share with partners and funders.

Action Plan & Tools

Leave with a simple checklist, templates, and next steps to strengthen your numbers, sharpen your narrative, and improve your terms.

Who Passport to Funding is For

  • Revenue-generating small businesses preparing to seek capital in the next 3–12 months.
  • First-time fundraisers or founders who’ve been declined and want to understand how to qualify.
  • Companies that need cleaner financials, stronger margins, and a clear funding package before applying.
  • B2B, B2G, and Main Street businesses getting ready to scale contracts or capacity.

What to Expect Inside

Lesson-by-Lesson Playbooks

Each lesson targets a specific funding challenge (thin margins, messy books, revenue concentration, unclear ask)

Real-World Examples

Short case snippets show how founders fixed margins, cleaned books, and improved terms.

Bilingual Access

Full experience available in English and Spanish.

Mobile-Friendly, Self-Paced

Jump in for a few minutes at a time and pick up right where you left off.

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