Stronger Small Business Portfolios. Documented Community Impact.
Strengthen your portfolio with data-driven assessments, meet CRA mandates, reduce credit risk, and access regional intelligence — while the businesses in your community become measurably stronger.
A Ready-to-Borrow Pipeline,
Built in Your Community.
RTS delivers pre-qualified, operationally documented businesses directly to your lending and relationship teams — reducing acquisition costs, improving credit quality, and deepening community ties.
A ready-to-borrow pipeline
Each RTS cohort generates 40+ pre-qualified, operationally documented business owners — positioned for SBA or commercial lending and delivered at the moment they are most ready to engage with a bank.
Deeper relationships, stronger credit
Participating owners become multi-product, long-term clients. Pre/post Business X-Ray data gives your credit team a documented operational track record before underwriting — fewer surprises, better loan performance.
Credit and community impact
RTS sessions create structured mentorship opportunities for your team and generate audit-ready documentation of technical assistance to local businesses — satisfying CRA requirements with real, verifiable impact data.
What RTS Delivers to Your Bank.
A four-basecamp program that takes business owners from diagnostic to capital-ready — and gives your bank the documentation to support lending decisions.
Roadmap to Success is an AI Sherpa Guide platform for operational assessment, strategic planning, and execution. We help small businesses make data-driven decisions, while our aggregated data supports banks in meeting CRA requirements, strengthening compliant portfolios, and driving positive community impact.
Business X-Ray Assessment
AI-powered diagnostic across six operational domains — strategy, finance, operations, marketing, people, and leadership. Produces the pre-program baseline for measuring business transformation and economic impact.
Pre-intervention aggregate report
Cohort-level baseline documenting financial health, operational capacity, and capital readiness — formatted for CRA exam submission and community development reporting.
Business Accelerator (40 seats)
Virtual COO-led intensive covering operations, cash flow management, revenue optimization, and commercial/SBA capital preparation — delivered in two cohorts of 20 businesses each.
Post-intervention cohort report
Measures participant improvement on bank-defined KPIs. Documents credit quality uplift, revenue growth, and operational gains — ready for CRA examiners and your lending teams.
A Zero-Cost Activation,
Built Around Your Bank.
RTS integrates directly into your existing infrastructure and reporting workflows. Here is what each side brings to the table.
What the bank provides
- Branch facility access for cohort sessions and accelerator programming
- Integration with your community engagement program — sessions count as structured volunteer hours for team members
- Client referrals through commercial banking, SBA, and private banking teams
Co-created KPIs
- Capital secured — SBA 7(a), 504, and commercial loan originations
- New relationships opened — accounts, credit lines, cash management, private banking
- Credit quality uplift — pre/post Business X-Ray scores correlated to loan performance
Play a Pivotal Role in
Small Business Success.
Align your institution with innovation and economic progress — and exceed your small business portfolio goals.
Spot high-potential investments
Access reports and insights that identify businesses primed for growth and investment.
Achieve CRA compliance
Receive examiner-ready documentation of technical assistance delivered to local small businesses, with before-and-after impact data.
Showcase your impact
Share success stories from the businesses and communities you've helped evolve.
Drive local economic growth
Help small businesses scale and thrive, leading to a stronger local economy.
The Roadmap to Success
Basecamps Program.
Powerful tools, expert training, and actionable guidance for small business success.
Business X-Ray Assessment
A diagnostic tool that evaluates operational efficiency across six core areas. Identifies strengths and gaps and provides targeted improvements to stabilize the foundation for sustainable growth.
Vision to Bottom Line
Connects vision to tangible financial and customer goals. Includes strategic planning, situational analysis, SMART goal setting, and development of financial and marketing metrics.
High Performance Framework
Turns the strategic plan into actionable 90-day projects. Breaks big goals into manageable, high-impact tasks with measurable progress.
Business Accelerator
A 12-month immersive program that builds business acumen and leadership skills for long-term success — focused on the priorities identified in earlier Basecamps.
Take Small Businesses
to the Next Level.
Enhanced Leadership Skills
Improved Execution Strategies
Data-Driven Management
Optimized Processes
Cash-Flow Stability
Differentiated Local Value Proposition
"Running a small business shouldn't be overwhelming or uncertain. With Roadmap to Success, you get an all-in-one platform that analyzes your goals, challenges, and opportunities, so you can build a step-by-step action plan to thrive in a competitive market."
Al Da Silva — Founder & CEO · MHA, MBA, RN
Your Summit Starts
with One Conversation.
Book a discovery call. We'll assess fit, answer your questions, and show you exactly what your first Basecamp looks like.