Email *

Company Legal Name

DBA (if any)

Legal Business Structure

Business Registration Number or Tax ID

Jurisdiction of Registration

Year Established

Primary Industry and Business Focus

NAICS Codes (if known)

Or we can help identify this. Used mainly for SBA size standards and government contracting eligibility.

Ownership Structure

Critical for SBA loans (effective June 1, 2025): Are all owners U.S. citizens or Lawful Permanent Residents (LPR)?

Years Each Owner Has Been in Business

Does the Majority Owner Identify With Any of the Following?

This helps us identify which federal contracting set-asides, grants, loan programs, and funding pathways you may be eligible for. Self-identified and optional to disclose. Check all that apply.

What services are you most interested in exploring? *

Check all that apply.

Grant writing and grant strategy Government contract procurement Nonprofit consulting (governance, operations, process design) Certification support (SAM.gov, 8(a), WOSB, HUBZone, etc.) Executive education and mentorship 501(c)(3) formation Not sure yet; I want guidance on where to start

What is the primary challenge your organization is facing right now? *

Check all that apply.

Finding the right funding opportunities Writing competitive applications Organizational infrastructure and governance Financial sustainability and cash flow Board development and leadership Scaling operations Certification and compliance All of the above

Have you worked with a strategic advisory or consulting firm before? *

Current Annual Revenue (Last 12 Months) *

What is your annual operating budget? *

May differ from revenue, especially for nonprofits with restricted funding. This is the primary factor in determining which advisory tier fits your organization.

Are You Profitable? *

Current Cash Position *

Current Business Debt Obligations

Revenue Trend (Last 12 months) *

Business Stage *

How many grant applications has your organization submitted in the past 12 months? *

Approximately what percentage of your grant applications have been successful? *

How many funding opportunities is your organization actively pursuing or planning to pursue per quarter? *

Does your organization currently use a grants management or CRM system to track funding opportunities and funder relationships? *

Does your organization have a dedicated development/fundraising staff member? *

Do You Hold Any SBA Certifications? *

Check all that apply.

8(a) WOSB (Women-Owned) EDWOSB (Economically Disadvantaged Women-Owned) VOSB (Veteran-Owned) SDVOSB (Service-Disabled Veteran-Owned) HUBZone None Other

If Yes, Which and When Certified?

Have You Ever Had a Government Contract? *

Are You a Nonprofit? *

Do You Serve Underserved Populations? *

Check all that apply.

Neurodivergent Individuals People of Color Low-Income Communities Women Veterans People with Disabilities Rural Communities No Specific Focus

Do you have a functioning board of directors? *

Do you have written bylaws, policies, and procedures in place? *

Does your organization have a current strategic plan? *

Do You Conduct Research and Development Activities? *

R&D means developing new or improved products, processes, software, or solving technical problems through experimentation. Relevant for R&D Tax Credits and SBIR/STTR eligibility.

Intellectual Property (IP) Status *

Do you own the rights to your innovation? This is critical for Venture Capital and Technology Transfer grants. Check all that apply.

We have Issued Patents We have Provisional Patents Pending We have Trademarks/Copyrights We rely on Trade Secrets (Proprietary info not shared publicly) No formal IP protection

Current Employee Count (Full-Time Equivalents) *

Who Runs the Company Day-to-Day?

Where Is Your Principal Office Located? *

Relevant for HUBZone eligibility and government contracting.

Do You Have Any One Customer That Represents >30% of Revenue? *

Primary Contact Name *

Primary Contact Title

Primary Contact Email *

Can differ from the email above if a different person should receive follow-up.

Primary Contact Phone *

Preferred Method of Contact for Necessary Communications *

Call Text Email

Who Should We Follow Up With If The Primary Contact Should Be Different?

Authorization * I confirm the information provided is accurate to the best of my knowledge. I authorize Elysian Trust to use this information for comprehensive funding pathway analysis and strategy development.

Tell us about your funding journey

Assessment received