Scale
Capital Strategy
Stop guessing where the money should go.
A written plan that maps every dollar of your advance to a defensible business outcome. Built before you spend, so you don't blow it.
Who this is for
You need this if any of these are true.
- 01You just funded $50K+ and have no written deployment plan
- 02You're hiring or buying inventory and want a margin check first
- 03You don't know how the daily ACH will affect your monthly P&L
- 04You're considering a second advance and need to stress-test it
What's inside
The full menu.
- 01Capital Deployment PlanA 1-page model showing where every dollar of the advance goes, in what order, with payback timing.
- 02Daily ACH margin modelModel your monthly P&L with the new daily debit against your worst-case revenue month.
- 03Right-sized runway analysisMatch advance amount to a defensible 12-month plan — not a wishlist.
- 04Decision frameworkA simple rubric for every spending decision: does this pay back inside the term?
How it works
3 steps. No drama.
01
Discovery call
30 minutes. We learn your business, your funding terms, your plans, your fears.
02
Plan delivery (48 hrs)
Written plan + cashflow model + decision framework — emailed + walked through.
03
Implementation support
Optional follow-on engagements to help execute the plan.
Outcomes
What changes after the engagement.
- 01Clear written deployment plan (no more "I think I'll spend it on X")
- 02Knowing exactly when daily ACH starts to hurt margin
- 03Defensible logic for every spending decision
- 04A baseline to renegotiate with your funder if numbers slip
Common questions
Answers upfront.
Do I need this if I already have a CFO?
Maybe not — but most MCA-funded businesses don't have a CFO. If yours does, we can collaborate or hand off cleanly.
How long does the plan take?
Discovery call + 48 hours = full plan in your inbox by end of day 2.
Is this a written document or just a call?
Written. Living model. You keep it.