The roadmap
Six phases. 27 tasks. One clear next step.
Every business walks the same road. Here is what each phase covers — the tasks, briefings and portals live inside your account.
Legal Foundation
5 tasks
Form the entity, get your EIN, and open the business bank account your venture needs to legally exist.
Business Credit Building
5 tasks
Build a business credit profile lenders trust, without putting your personal credit on the line.
Build & Compliance
5 tasks
Licensing, bookkeeping and insurance, so the business runs clean and stays protected.
Marketing & Traction
4 tasks
Get in front of real customers and prove the business can actually earn.
Grants, Loans & Funding
4 tasks
Package your numbers and go after grants and loans with a plan funders accept.
Scale & Repeat
4 tasks
Systemize what works, then repeat the model on your next venture.
Phase 1 is included with the $1.99/month platform subscription. Phases 2–6 are one-time unlocks you keep forever. Opening any phase requires an account.