SR&ED first paid step

SR&ED Readiness Sprint

A short, structured sprint for Canadian companies that need to know whether technical work is worth preparing for SR&ED before the claim window shrinks.

Leave with a fit memo, evidence checklist, technical uncertainty summary, payroll/contractor estimate, and advisor-ready handoff packet.

Grant & Funding

Support Offer

Editorial Brief

Branded Path

GRANT & FUNDING

Best when the team built something technically hard and needs a readiness answer before preparing a claim.

Investment

$1,500

Typical Cadence

3–5 business days

Best Fit

Canadian companies with payroll or contractor spend tied to technical uncertaintyFounders who need a paid readiness answer before preparing SR&ED evidenceAccountant-referred leads that should not be handed cold to an advisor

Why This Offer Exists

This is the fastest way to know whether the SR&ED work is worth preparing and what evidence must be fixed before year-end.

What You Get

Deliverables designed to move the account forward.

Each engagement is scoped to turn support confusion into a structured path with clear next actions.

SR&ED Fit Memo

Summarize whether the technical work looks worth preparing before the company commits to a full claim process.

Technical Uncertainty Summary

Turn vague product or engineering work into the specific uncertainty, experiments, and attempted resolutions an advisor needs to review.

Evidence Gap Checklist

Identify missing artifacts across payroll, contractor work, tickets, commits, notes, demos, and decision history.

Advisor-Ready Handoff

Package the readiness answer so the company can move to its accountant, SR&ED advisor, or GAF partner without restarting discovery.

You Should Consider This If

You built something technically hard but the evidence is scattered across tools and people.

You need a paid readiness answer before handing work to an accountant or SR&ED specialist.

You want to know whether to proceed, clean up evidence first, or stop before wasting time.

Typical Outcomes

Clear next steps instead of fragmented funding research.
Better partner and software fit for the real operating goal.
Less wasted time on support paths that do not match the business.

How It Works

A clear sequence from diagnosis to action.

Business and Project Intake

We review company context, fiscal year timing, candidate projects, payroll or contractor spend, and current scan outputs.

Evidence Review

We look for the minimum useful evidence trail: technical uncertainty, experiments, time allocation, artifacts, and missing records.

Readiness Decision

You receive the recommendation: proceed to advisor, collect specific evidence first, or pause because the case is too weak.

Next Step

Make the support path concrete before more time gets wasted.

These offers are built for organizations and founders that need a sharper path from support goals to execution.

Related Offers

Monthly readiness plan