CapitalLifter.Your report
THE CAPITAL PREPARATION WORKSPACE

Get ready to
raise smarter.

A clearer picture of your readiness. A practical next step.
Start with the evidence you already have.

Preparation before connection.

Free assessment. Transparent methodology.
Your answers stay in this browser.

01 / 05Self assessment

Financials

Mark each item only when you can support it with current documentation.

Prepare current statements and a cash flow forecast.

DISCOVER YOUR OPTIONS

Which capital conversation fits?

General categories, based on your answers.
No investor matching or eligibility checks.

01Explore

Equity capital

May suit growth that takes time to generate cash. Ownership dilution and investor rights require careful review.

02Build evidence first

Business debt

Repayment capacity is not yet established in your answers. Prepare cash flow evidence before approaching lenders.

03Check eligibility

Grants and programs

Availability depends on location, eligible activities, timing and program rules. No program eligibility has been verified.

04Consider

Strategic capital

An industry partner may bring distribution or capabilities as well as capital. Commercial alignment matters.

FROM ANSWERS TO ACTION

Your next conversation,
better prepared.

Review the action list, add context and take your brief with you. Edits to the report are separate from the assessment.

Readiness briefEDITABLE
CAPITALLIFTER | READINESS BRIEF
Company: Not specified
Preparation completeness: 0/100
Method: 10 equally weighted self reported checks, 10 points each. This is not a financing probability or investment score.

Financials: 0/2
Use of funds: 0/2
Materials: 0/2
Governance: 0/2
Traction: 0/2

PRIORITY ACTIONS
Prepare current statements and a cash flow forecast.
Link each dollar requested to a budget and milestone.
Build a concise presentation and an indexed document room.
Reconcile ownership records and confirm required approvals.
Collect verifiable customer and operating evidence.

FUNDING DISCOVERY
Stage: Early revenue
Cash flow: Not yet predictable
Purpose: Growth
Equity capital | Explore
May suit growth that takes time to generate cash. Ownership dilution and investor rights require careful review.

Business debt | Build evidence first
Repayment capacity is not yet established in your answers. Prepare cash flow evidence before approaching lenders.

Grants and programs | Check eligibility
Availability depends on location, eligible activities, timing and program rules. No program eligibility has been verified.

Strategic capital | Consider
An industry partner may bring distribution or capabilities as well as capital. Commercial alignment matters.

Educational preparation only. Not financial advice, an offer of securities, a financing decision or a promise of introductions.
PROPOSED PILOT SERVICES

Go further with the right preparation.

Readiness workspace

Free

Assessment, preparation checklist, funding categories and an editable brief.

Start your assessment

Readiness review

Scope on enquiry

Proposed paid review of your materials, evidence gaps and preparation priorities.

Prepare an enquiry

Qualified introductions

By discussion

Proposed introduction service, subject to fit, availability and applicable requirements. No guaranteed access.

Discuss fit
GOOD TO KNOW

Your questions, answered.

What does my score mean?+

Each of ten documentation checks contributes ten points. All five categories carry equal weight. Your score measures your own reported preparation only; it does not predict access to capital.

Is the preparation checklist saved?+

Checks are saved only on this device in this browser. Report edits stay in the current session. Download your report before leaving. Clearing browser data removes saved checks.

Will you contact investors for me?+

This workspace does not contact anyone. Enquiry links open a draft in your email application. You review it and decide whether to send.

Who is behind CapitalLifter?+

CapitalLifter is an Exergist platform concept. Paid services are proposed pilots to be scoped before any engagement. No fees or payments are collected here.

AN EXERGIST CONCEPT

Build what comes next.

Interested in operating, licensing or acquiring this platform? Let’s explore a partnership.

Discuss a partnership