01
Talk through the business
Describe the operation, costs, timeline, and funding goal in normal language.
For owners preparing to ask a lender for capital
Walk into the funding conversation with the package already built.
Capital Compass turns a plain-language conversation into a lender-ready Word package and an editable Excel model, with the numbers checked as you go.
No credit card. Sign in by email and start with one guided session.
Lender package preview
Makai Foods working capital request
A structured package that explains the business, the amount requested, the use of funds, and the repayment case.
Modeled request
$128,400
Executive summary
Use of funds
24-month cash flow
DSCR and break-even
Validation notes
Validation status
Ready for review
Projected DSCR1.34x
Cash runway after funding7.5 months
Claims with references11
Loan amount from real numbers
The guide sizes the request from costs, timing, runway, and repayment capacity instead of asking you to guess.
A model a lender can review
Exports include an editable Excel workbook with cash flow, scenarios, DSCR, break-even, and fundability checks.
Claims tied to sources
Factual claims are matched to references so the package reads as prepared, not improvised.
Made for people who know the business, not finance jargon.
The product asks the questions a lender will eventually ask, then explains why each answer matters before it becomes part of the package.
Food and beverage founders
SBA and CDFI advisors
Bookkeepers and consultants
Loan officers reviewing the package
A calmer path from idea to lender packet.
Every screen has one job: collect what matters, explain what is unclear, and move the package closer to review.
02
Build the numbers
Capital Compass models loan scenarios, cash flow, DSCR, break-even, and repayment capacity.
03
Resolve gaps
The app flags missing details, weak claims, and figures that do not reconcile.
04
Export and review
Share a polished Word package and editable Excel workbook with advisors or lenders.
Trust comes from what the package can prove.
A warm interface helps owners keep going. The finished package still has to satisfy a banker. Capital Compass keeps both needs visible.
Numbers reconcile against the financial model.
Sources are attached before claims are presented as fact.
Read-only reviewers can inspect the package without editing it.
Exports are built for Word and Excel, not a locked PDF.
Start with the story of your business. Leave with a package a lender can read.
One guided session is enough to begin shaping the request, the financial model, and the questions that need a cleaner answer.
Start a loan package