Credit. Capital. Legacy.

Stop guessing.
Build fundable.

A clear path from where your credit and business stand today to the capital your next move requires—without random applications, wasted inquiries, or cookie-cutter advice.

Check My Funding Path Compare solutions

Strategy first. Applications second. No funding guarantees—just a smarter plan.

Capital readiness

Your next best move

Private

Strong potential

With the right sequence, your profile may be closer than you think.

✓

Credit positionProtect before applying

✓

Business setupClose fundability gaps

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Capital strategyMatch goals to the right path

Build my real snapshot

01Know where you stand

02Fix what blocks funding

03Apply with a strategy

Choose your level of support

One destination.
Three ways to get there.

Start where you are. Each solution is designed to turn information into implementation—not another folder of advice collecting digital dust.

Interactive PlaybookDigital access

The Funding Playbook™

$47 one time

A premium, fillable system for business owners ready to build fundability and move with a real strategy.

The Funding Playbook interactive workbook cover

59-page interactive edition106 fillable fields · 16 action checkboxes

Funding Readiness Scorecard
90-day preparation plan
Lender and offer comparison tools
Capital deployment command center

Get the Playbook — $47

Funding-Ready Accelerator

$2,500 implementation

Hands-on support to organize, position, and prepare your credit and business before funding.

Personalized readiness audit
90-day personalized implementation plan
Business foundation review
Guided funding strategy

High TouchBy application

Capital Concierge

10% of successful funding*

Strategic, end-to-end support for established owners pursuing larger capital goals.

Capital strategy and lender fit
Application preparation
Documentation guidance
Ongoing funding support

*Minimum success fee of $1,000. Fees, scope, and eligibility are confirmed in writing before services begin.

Your next move starts here

Let’s find your best funding path.

Answer a few quick questions. You’ll get an instant recommendation based on your goal, timeline, and current business profile.

2 minutesQuick and focused No hard pullThis is not a credit application Secure intakeSent directly to LegacyRise

Step 1 of 333%

Your capital goal

What are you working toward?

Under $25KBuild momentum $25K–$100KGrow the business $100K–$250KScale operations $250K+Acquire or develop

When do you need funding?

Your current position

Tell us where the business stands.

Time in business Monthly revenue

Estimated personal credit range

What kind of support fits you best?

Give me the planI’ll implement it Guide me through itI want expert support

Your recommendation

Where should we send your funding path?

First name Last name

Email address Phone number

Your answers are sent securely to LegacyRise Financial so our team can provide the next step you requested.

Your best-fit path

Funding-Ready Accelerator

Based on your answers, guided implementation gives you the strongest next step.

Stop guessing.
Build fundable.

One destination.
Three ways to get there.

The Funding Playbook™

Funding-Ready Accelerator

Capital Concierge

Let’s find your best funding path.

What are you working toward?

Tell us where the business stands.

Where should we send your funding path?

Funding-Ready Accelerator

Funding Readiness Score

Credit Utilization

Debt-to-Income Ratio

Business Cash-Flow Check

Personalized Funding Vault

Find the Right Numbers

Stop guessing.Build fundable.

One destination.Three ways to get there.

The Funding Playbook™

Funding-Ready Accelerator

Capital Concierge

Let’s find your best funding path.

What are you working toward?

Tell us where the business stands.

Where should we send your funding path?

Funding-Ready Accelerator

Stop guessing.
Build fundable.

One destination.
Three ways to get there.