CDFI Fund Training and Technical Assistance
Wepbage
The CDFI Fund offers training in capacity building for CDFIs, including training and technical assistance that is specific to Native CDFIs.
Tools and Resources
The resources here supplement the curriculum at our in-person Empowerment Workshops. Explore now to get a head start, download your pre-training packet, or brush up on concepts after your workshop, as you plan the next steps for your business.
Download Your Pre-Training Materials
Your packet of Pre-Training Materials contains worksheets to complete before you arrive at your workshop. Download it now to get a head start!
Module 6 Resources
Lender Match Helps You Find Lenders
SBA.gov online tool
Lender Match is a free online referral tool, created by SBA.gov, that connects small businesses with participating SBA-approved lenders.
STTR – Small Business Technology Transfer
Webpage
STTR is a program of SBIR, funded by SBA, to promote research, development, and innovation and to promote public-private sector partnerships, including small businesses.
SBIR – Small Business Innovation Research
Webpage
SBIR is the Small Business Innovation Research program, funded by SBA. Its goal is to encourage and fund research that has potential for commercialization.
SBICs – Small Business Investment Companies
SBA.gov webpage
Information on SBICs from SBA.gov, including how to start and manage one and other resources.
Fund Your Business
SBA.gov webpage
SBA resources on different sources of startup funding available and how to determine how much startup funding you’ll need.
Calculate Your Startup Costs
SBA.gov webpage
An SBA primer on identifying and calculating startup costs for different kinds of new businesses.
SBA Form 413 – 7a/504 SBG
PDF, 5 pages, 180 KB
SBA uses the information required by this Form 413 as one of a number of data sources in analyzing the repayment ability and creditworthiness of an application for an SBA guaranteed 7(a) or 504 loan or a guaranteed surety.
Native Initiatives
Webpage from CDFIfund.gov
A description of the CDFI Fund’s Native Initiatives program. The CDFI Fund is a government program designed to provide capital and financial services in Native communities.
10 Ways to Finance and Start a Business
18-min video available on YouTube
Detailed presentation from business advisor Brian Tracy on the most common ways that business owners gain financing for starting a new business.
How to Create a Personal Financial Statement
Webpage
An article describing the business purpose of a personal financial statement (they are used in qualifying for business loans, for starters) and how to create one.
SBA Business Guide
SBA.gov web page
The actions to take to start your business, broken down into easy-to-understand steps.
Module 6: Personal Financial Statements
2 pages, PDF, 1.3 MB
Use your own financial information to fill out a simple personal financial statement. Also in the Pre-Training Materials packet.