How to use the portal
Practical guidance for completing your application and working with your reviewer.
Starting an application
From the dashboard, click + New application to launch the wizard. The wizard walks you through Company Profile, Project Overview, Finance Request, Business Model, Financials, ESG / Impact, Documents, and Review.
Saving progress
Click Save draft in the wizard to keep your work without advancing. Save & continue moves you to the next step. You can return to any step at any time before submission.
Uploading documents
Open Documents from your dashboard or from any application. Each required document type has its own upload slot. Files are versioned — replacing a file keeps the original history.
Answering advisor questions
If your reviewer needs clarification, you will see an Information request on your dashboard. Open it, write a reply, and optionally attach a supporting file.
Reading your readiness report
The Finance Readiness Report appears once your application reaches the readiness review stage. It summarizes scores across seven readiness dimensions plus advisor remarks.
Need more help?
Reach out via the contact page. We typically reply within one to two working days.