Manage applications to grants, loans and programs.
A feature that allows users to swiftly reach out to support agents or community experts for help with any issues or guidance. This is a gateway for personalized support and facilitates a collaborative environment within the business community.
Provides a platform for experienced mentors to review and give feedback on the users’ business plans, grant applications, etc. Users can leverage this feature to get expert insights and recommendations to refine their submissions further.
Facilitates the streamlined submission of applications for grants, loans, etc., by standardizing the submission process and format. This feature ensures that all the necessary details are correctly filled, and documents are attached before submission.
A secure repository where users can store and manage all the financial data related to their business. It integrates with the document builder and guided process features, assisting in automatically fetching the required financial data while creating business documents or undergoing planning processes.
Enables organizations and users to save and reuse individual components, such as specific sections of a business plan or financial model, in different documents or playbooks. This promotes efficiency and coherence in the document creation process.
Users can be presented with a step-by-steps, assisting them in various processes such as grant applications, business plan development, and more. This ensures that even newcomers can effectively work towards their goals using the best-recommended paths derived from expert insights.
Allows users to seamlessly build essential business documents such as business plans, reports, and proposals using a library of templates and integrations with the Journey Planner and Playbooks to pull in personalized content and data dynamically.
