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Private and scanned
Files remain private to your package and are virus-scanned before processing.
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 and the documents you choose to share into a lender-ready Word package and an editable Excel model, with the numbers checked as you go.
Secure document review, with you in control.
Upload supporting documents, review the suggested facts, and confirm only what belongs in your package.
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.
Source facts you approve
Upload lender documents, review what the guide found, and confirm only the facts you want used in your package.
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
Secure document review
Documents become plan data only when you say so.
Upload bank statements, financials, invoices, or other supporting files. Capital Compass scans each file, extracts useful source material, and shows you exactly what it found before anything is added to the plan.
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Facts proposed
The guide identifies potential facts and shows their document source.
03
You confirm
Only an editor can confirm a finding into the plan; every confirmed fact retains its source.
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.
01
Talk through the business
Describe the operation, costs, timeline, and funding goal in normal language.
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Upload supporting documents
Private files are virus-scanned before the guide can use them as a source.
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Confirm the useful findings
Review each suggested fact and how it will support the plan before it is saved.
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Build the numbers
Capital Compass models loan scenarios, cash flow, DSCR, break-even, and repayment capacity.
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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.
Document findings enter the plan only after an editor confirms them.
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