Beta Development Phase

Founding Owner Survey

Help Shape Capital Compass™

This short market research survey helps us understand how business owners experience financing, financial clarity, and growth planning.

Takes about 5 minutes. Your answers stay confidential.

Section 1 — Your Business

Which best describes your role?
How long has your business been operating?
Approximately how many employees does your business have?
What industry best describes your business?

Section 2 — Financing Experience

Which financing products have you applied for within the past five years?

Select all that apply.

How would you describe your overall financing experience?
What was the most challenging part of the financing process?
How well do you understand how lenders evaluate your business today?
How confident are you that your business would qualify for financing today?

Section 3 — Financial Clarity

Which financial concepts are most confusing to you?

Select all that apply.

How often do you review your business financial performance?
Who currently helps you understand your business finances?

Select all that apply.

Section 4 — Your Goals

What goals are you planning to pursue within the next 24 months?

Select all that apply.

How prepared do you feel to pursue those goals today?
If you knew exactly what improvements would increase your chances of obtaining financing, how likely would you be to take action?

Section 5 — The Platform

How valuable would a platform be that helped evaluate your financing readiness and identify opportunities for improvements?
Which features would be most valuable?

Select all that apply.

Would you be willing to spend 20 minutes completing an assessment if it provided personalized recommendations and insights?
Would you use a platform like this?
Would you pay for a platform like this?
What monthly subscription price would you consider reasonable?
Would you be interested in participating in an early beta program as the platform moves forward?

About You