Plan · Prepare · Get funded

Turn your growth plan into funding you can actually win.

A guided workbook for founders and small teams: five planning tools, a grant tracker that keeps every deadline honest, and one private place for the documents funders ask for.

Five guided tools · Grant tracking · Private document library

Grant dashboard

Workbook preview

4

Grants tracked

$45.5K

Funding requested

2

Deadlines ahead

Regional Growth Fund$25,000 requestedSubmitted
Women in Business Grant$10,000 requestedIn progress
Community Impact Grant$7,500 requestedNot started
Main Street Renewal$3,000 requestedAwarded

The workbook

Five tools that turn an idea into a fundable plan.

Work through them in order or jump to the one you need. Every field comes with a worked example, so you always know what a strong answer looks like before you write your own.

01

Readiness Self-Audit

Score your business across structure, presence, finances, credit, documentation and funding strategy, then see which leaks to fix first.

02

Funding Calculator

Set a funding target from actual or projected revenue, split it across growth and operating costs, and see the gap against your budget.

03

90-Day Goal Plan

Turn one measurable goal into three actions and 30/60/90 checkpoints, with a funding statement that ties capital to results.

04

Customer Analysis

Document the problem you solve, the evidence behind it, three customer avatars, and the journey improvements shipping in 30 days.

05

Business Model

Lay out who pays, how customers find you, and the revenue streams you will add, with a 90-day target and your first three steps.

Ready to submit

Print any section or export it as a PDF, so your plan is ready to attach to the next application you send.

Grant tracker

Every grant, every deadline, one honest list.

Record what you are applying for, how much you are asking for, and when it is due. Filter by status to see what needs attention today, and keep login details and contact notes with the opportunity instead of in your inbox.

Not startedIn progressSubmittedAwardedDeclined

Tracked for each grant

  • Grantor name
  • Funding request
  • Deadline date or open deadline
  • Link to the application
  • Login credentials
  • Announcement date
  • Notes and contact information

Change a status the moment something moves, and the dashboard reflects it right away.

Documents

One library for everything you have to send.

Applications stall when documents are scattered across downloads and email. Keep them together, tied to the grant that needs them.

  • Upload the documents funders ask for, from a business plan to a tax return.
  • Link each file to the grant it belongs to, so nothing ships with the wrong application.
  • Add notes, see each file type and size, and download any file again whenever you need it.
  • Files are stored privately and only your account can open them.

Document library

Business Plan 2026.pdf1.2 MB · Regional Growth Fund
2024 Tax Return.pdf820 KB · Women in Business Grant
Formation Certificate.pdf310 KB · Not linked

Sample library shown. Yours starts empty and stays private to your account.

Why it works

Built to keep you moving, not to hand you a blank page.

Examples beside every field

Each section opens with a completed example, so you can see the standard before you write your own answer.

Your work saves as you type

Every answer is stored to your account with a visible save status, and you can save and continue at any point.

Print or export any section

Print-ready layouts and PDF export turn your workbook into attachments you can send with an application.

Private to your account

Your plan, your grants and your files belong to your login. Nothing is shared with other workbook users.

Your next funding round starts with a written plan.

Create your account, set up your business profile in a minute, and start with the readiness audit.

My Funding Workbook provides educational and organizational support. Use of this app does not establish grant eligibility or guarantee funding. Verify deadlines, eligibility criteria, and application requirements directly with each funder. Content does not replace individualized legal, tax, financial, or grant consulting advice.