Advising Session Logs

Remember: We believe in

Access | Transparency | Support | Connection

We envision a world where entrepreneurship support is accessible, actionable, and built for real-world success—so that every business owner has access to the tools, knowledge, and strategic support needed to thrive.

3 Programs for Business Owner Growth

Credit Savvy & Business Smarts

Kickstart your entrepreneurial journey with our dynamic program, featuring 1:1 coaching combined with an engaging asynchronous curriculum to gain essential skills to enhance your credit knowledge, develop a comprehensive business plan, and understand your market.

Financial
Fluency

Elevate your financial acumen with our focused 1:1 coaching program, designed to help you interpret P&L statements, learn to manage cash flow, and track and forecast your expenses. 

Loan Ready: Document Collection

Empower your business with this comprehensive program, featuring 1:1 coaching and asynchronous support to streamline your document collection. You will gain essential skills to present required funding documents, accurately assess loan needs, and navigate interest rates for successful 

AltCap Advising Session Logs

 Remember - There are specific advising session logs for each of the three AltCap programs.  
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Credit Savvy & Business Smarts
Financial Fluency
Loan Ready: Document Collection
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Credit Savvy & Business Smarts Advising Session Log

 Remember - There are specific items to review during each of the three sessions.  

Advising Call One

Business Owners should understand their credit score, how to build good credit, and tips to repair a low credit score.

Advising Call Two

Business Owners should have built a basic business model canvas - it may not be on the template.
They should be able to tell you their value proposition.

Advising Call Three

Business Owners should have a basic understanding of their market and a sense of the feasibility of their business idea. They should be able to tell you their TAM/SOM/SAM.

Financial Fluency: Cash Flow and
P&L Mastery

 Remember - There are specific items to review during each of the four sessions.  

The structure of this program is: 1 onboarding session, 3 follow-up coaching sessions.

 The business owner has received templates and examples for cash flow and P&L

Advising Session One

Introduction and deep dive into the business owner's FINANCIAL literacy.  Do not focus on a business plan. This program is meant to focus ONLY on financials.

Advising Session Two

Leaning how to understand a P&L.
Be ready to screen share. Use examples. DO NOT have a "surface" conversation.

Advising Session Three

Be ready to screen share and type for them.
Talk through expenses. What are and are not business expenses. Why receipts are crucial. What is a proforma? Help them start building a proforma using the template.

Advising Session Four

What is cash flow?
How do they manage it?
Help them modify or understand the cash flow statement in the template.

Always upload any template work into the session log!

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Loan Ready: Document Collection & Financial Strategy

 Remember - There are specific items to review during each of the four sessions.  

Advising Session One

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Advising Session Two

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Access | Transparency | Support | Connection

EQALL exists to evolve how entrepreneurship
support is designed and delivered.

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