CapitalReadiness
Separate CFRI-P and CFRI-B assessments with independent assessment-quality measures.
Platform
One workflow from readiness to funding preparation.
CapitalRoot is being built around clear domain boundaries: readiness, remediation, goals, matching, applications, documents, activity, and advisory.
Core experience
Goals
Define a funding objective, target readiness, amount, purpose, and timeline without manipulating the readiness score.
Action Plan
Track structured remediation actions and verify evidence before marking work complete.
Funding
Organize funding requests and compare them against available product criteria and potential providers.
Documents
Manage required evidence through private upload, quarantine, validation, and controlled access.
Activity
See customer-safe progress events such as assessments, verified evidence, documents, and applications.
Decision boundaries
CapitalRoot does not replace the lender.
The platform is designed to prepare, explain, organize, and match. Credit decisions remain with lenders and funding providers.
Readiness
CapitalRoot preparedness assessment.
CapitalRoot preparedness assessment.
Eligibility
Comparison to known product requirements.
Comparison to known product requirements.
Match
Suitability and alignment.
Suitability and alignment.
Credit decision
Lender or funding provider only.
Lender or funding provider only.
AI advisory
Explanations are separated from calculations.
CapitalRoot's advisory layer can help translate findings, scenarios, and approved remediation into understandable guidance. Deterministic services remain authoritative for CFRI calculations, eligibility rules, matches, and reason codes.
AI-generated guidance is informational and may require human review. It is not a lender approval, guarantee, or substitute for professional legal, tax, accounting, or credit advice.