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Business Funding + Contracting AI Command Center

One funding-ready business data room. Every opportunity lane, scored honestly.

Enter verified information once. Reuse it across contracts, grants, SBIR/STTR, VC and angel investment, sponsorships, and loans \u2014 with an AI opportunity-scoring engine and a human/AOR approval gate before anything legally binding goes out the door.

24
Data room folders
9
Fit-score factors
19
Workflow steps
8
Opportunity lanes

AI can

  • Search opportunities
  • Check eligibility
  • Research past winners and incumbents
  • Score fit
  • Draft narratives
  • Populate non-sensitive application fields
  • Build proposal packages
  • Detect missing documents
  • Track deadlines
  • Draft follow-ups

AI must not

  • Invent revenue, customers, certifications or past performance
  • Falsify ownership or demographic status
  • Sign certifications for the owner
  • Submit an application requiring an authorized representative without approval
  • Guarantee an award

On Grants.gov, submission requires an Authorized Organizational Representative (AOR) role. Final certifications and legally binding submissions stay behind an owner/AOR approval gate. Raising investor money can involve securities law considerations that require qualified securities counsel. Sensitive demographic information must be encrypted and accessible only when a specific application requires it. Owner financial information belongs in an encrypted restricted vault \u2014 never in ordinary chat, email, or shared folders.

Command center modules

Business Data Room Intake

The master profile: identity, identifiers, ownership, capabilities, financial snapshot, and SC fields.

Open module

Business Capabilities

Core offering fields, government classification codes, and contracting capability metrics.

Open module

Problem, Solution & Positioning

Problem/solution statements and competitive analysis for five or more competitors.

Open module

Customer & Market Evidence

Target customers, TAM/SAM/SOM, traction metrics, and proof of demand.

Open module

Past Performance

Engagement records and acceptable evidence types for contracts, grants, and commercial work.

Open module

Financial Information

Historical financials, forecasts, funding request, and the restricted owner-financial vault.

Open module

Grant Readiness

Eligibility, project design, grant budget, and required grant documents.

Open module

Government Contract Readiness

Administrative documents, proposal content library, and the 13-question bid/no-bid gate.

Open module

VC & Angel Investment Readiness

Cap table, investor narrative, investor documents — with securities-law guardrails.

Open module

Sponsorship Readiness

Sponsorship profile, inventory, and tiered packages built for measurable exposure.

Open module

Loans & Financing Readiness

Lender-ready documents, SBA Form 413 guidance, and the restricted owner-financial vault.

Open module

Legal, Compliance & Risk

Corporate documents, contracts, insurance, and compliance policy checklists.

Open module

Master Data Room (24 Folders)

Every document category the AI needs, with owner, version, confidentiality, and verification metadata.

Open module

AI Opportunity Scoring Engine

Hard disqualifiers, the 9-factor weighted fit score, decision bands, and a live calculator.

Open module

End-to-End AI Workflow

The 19-step pipeline from intake to business-memory update, with required human approval gates.

Open module

South Carolina Profile Addendum

County, congressional district, HUBZone, SC MBE, SCDOT, SCEIS, and target SC agencies.

Open module

Copy-and-Complete Starter Intake

A plain-text fillable template excluding passwords, SSNs, and banking credentials.

Open module

Immediate launch requirements

To start searching without wasting time, we need these 12 items. Do not send passwords, SSNs, complete tax returns, or banking credentials in chat.

  1. 1Exact business name
  2. 2Website
  3. 3Business description
  4. 4Location and service area
  5. 5Ownership profile
  6. 6NAICS codes, if known
  7. 7Certifications
  8. 8Registration status — SAM, SC vendor, Grants.gov
  9. 9Revenue range
  10. 10Three strongest completed projects
  11. 11Funding amount and use
  12. 12Which lanes matter first: contracts, grants, VC, sponsors or loans
Copy the starter intake template