Funding Questionnaire

Our Funding Questionnaire is designed to help us understand your business goals and match you with the most suitable government grants, tac credits, or incentive programs. Whether you’re launching a new venture, expanding operations, or investing in innovation, this quick form ensures we align the right resources to support your growth.

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Business name*

Your first and last name?*

Your email address*

I'm looking for?: *

Grants and funding Tax credits Wage subsidies Expert advice Digital marketing services

My main goal is?: *

Start a new business Renovate & expand my businesses Conduct R&D Innovate, develop a product or service Increase working capital Increase productivity, quality, safety or efficiency Buy or lease equipment Grow and expand my business Integrate AI into your business Improve & strengthen my cybersecurity

Is your business legally incorporated? *

Yes No Not sure

Where is your company incorporated?*

Alberta Ontario (Northern region) British Columbia Ontario (Southern/Eastern region) Manitoba Prince Edward Island New Brunswick Quebec Newfoundland and Labrador Saskatchewan Northwest Territories Yukon Nova Scotia Nunavut

How many people work at your company? *

1-10 100-500 10-50 500-1000 50-100 1000+

Is your workforce primarily made up of employees or subcontractors? *

Mostly employees Mostly subcontractors About half and half Not sure

What is the annual revenue range? *

$0 to $99,999 $100,000 to $499,999 $500,000 to $4,999,999 $10,000,000 and above Not sure/prefer not to say

Your business owned by? *

Canadians Newcomers to Canada Indigenous Peoples Persons with disabilities Black Canadians Youth (< 40) Other racialized persons Rural or northern residents Women None of these Language minorities Not sure/prefer not to say 2SLGBTQI+

Which sector best describes your business?: *

Manufacturing Retail and E-commerce Education and Training (Schooling) Natural Resources (Oil, Gas, Mining, Forestry) Agribusiness and Agri-tech Healthcare, Biotech, and Life Sciences Cleantech and Environmental Services Tourism, Hospitality, and Recreation Digital Media, Arts, and Culture Information Technology (Software, AI, Cloud Services) Finance, Insurance, and Fintech Transportation, Logistics, and Supply Chain Construction and Real Estate Development Energy and Utilities (Renewable and Non-renewable) Telecommunications and 5G Infrastructure Social Innovation and Nonprofit Sector Professional Services (Consulting, Legal, Accounting) Aerospace and Defense Automotive and Electric Vehicles Creative Industries (Film, Music, Gaming, Design)

What stage is your project at?: *

Research & Analysis Planning & Design Execution & Implementation Monitoring & Controlling Testing & Review

Technology Use

We use automation tools Are yours systems integrated together We have workflows involving data processing We use industry‑specific software Are any tools slow, unreliable, or requiring technical troubleshooting? We have processes that are still manual (inventory, scheduling, quoting, reporting)? We can improve our Cybersecurity? Internal development — Do you build or modify software, hardware, or technical systems internally? Technical staff — Do you have developers, engineers, technicians, or specialists on your team? Problem‑solving — Are you facing any technical challenges that require problem‑solving or experimentation?

Is your business a non-profit organization? *

Yes Not sure

Additional information (optional)

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Sections

Client Information 1. Business Profile 2. Financial Profile 3. Staffing & Human Resources 4. Technology Use & Digital Maturity 5. Digital Gaps & Technology Challenges 6. Research, Development & Innovation 7. Artificial Intelligence & Automation 8. Operational Challenges & Growth Plans 9. Primary Funding Goal 10. Program Interest & Priorities 11. Additional Information

Funding Qualification Questionnaire

Business Funding Eligibility Assessment Intake Form for SME business owners and operators.

Estimated time: 10–15 minutes 66 questions 11 sections Save and continue later

Confidential: The information provided will be used to assess potential eligibility for Canadian federal and Alberta provincial funding programs, including grants, tax credits, loans, and advisory services.

A

Client Information

Please provide the primary contact details for this assessment.

Business Name *

Contact Name *

Phone Number *

Email Address *

Website URL

Position / Title

Date Completed

1

Business Profile

1.1 Legal Business Name

1.2 Operating / Trade Name

1.3 CRA Business Number (BN)

1.4 GST/HST Registration Number

1.5 Year Established

1.6 Legal Business Structure

Sole Proprietorship Partnership Corporation LLP Other

1.7 Years in Current Industry

1.8 NAICS Code or Industry Sector (If available)

1.9 Description of Main Business Operations

1.10 Physical Location(s) in Alberta

Edmonton Calgary Rural Alberta Multiple Locations Other

1.11 Business Stage

Start-up (0–2 yrs) Early Growth (2–5 yrs) Growth (5–10 yrs) Established (10+ yrs)

1.12 Is the business Indigenous-owned, women-owned, or led by an underrepresented group?

Yes No Prefer not to say

Please specify

2

Financial Profile

2.1 Annual Revenue (Most Recent Fiscal Year)

Under $500K $500K – $1M $1M – $5M $5M – $10M $10M – $50M $50M+

2.2 Audited or reviewed financial statements?

Yes No In Progress

2.3 Is the business currently profitable?

Yes No Break-even

2.4 Previously received government grants or tax incentives?

Yes No

2.5 If yes, which one(s)?

2.6 Outstanding Debt or Loans

None Under $250K $250K – $1M $1M+

2.7 Is the business able to cost-share (contribute matching funds to a project)?

Yes No Not sure

3

Staffing & Human Resources

3.1 Total Number of Full-Time Employees (FTEs)

1-4 5-9 10-24 25-49 50-99 100-499 500+

3.2 Number of Part-Time or Contract Employees

3.3 Employees with Post-Secondary Education in STEM Fields

3.4 Employ or plan to hire R&D, engineering, or technical staff?

Yes No Planning to Not sure

3.5 Current skills gaps in the workforce?

Yes No Not sure

Describe the skills gaps

3.6 Is the business currently hiring?

Yes No

3.7 Work with universities, colleges, or post-secondary institutions?

Yes No Planning to

4

Technology Use & Digital Maturity

4.1 Current level of technology adoption

1 = Paper-based / manual, 5 = Fully automated / digital

1 2 3 4 5

4.2 Technologies currently used

ERP CRM Cloud storage E-commerce platform Data analytics tools Cybersecurity software Inventory management software AI or machine learning tools None of the above

4.3 Does your business have a website?

Yes In Development No

4.4 Sell products or services online?

Yes Planning to No

4.5 Use social media for business marketing or sales?

Yes No

4.6 Digital needs assessment or technology audit in the past 2 years?

Yes No

4.7 Current annual IT / technology spend

Under $10K $10K – $50K $50K – $250K $250K+

5

Digital Gaps & Technology Challenges

5.1 Top digital / technology challenges

Outdated systems Lack of internal IT expertise Cybersecurity concerns High cost of software Poor data management Integration between platforms Staff resistance to change No e-commerce capability Other

5.2 Tell us more about challenges your business faces due to technology limitations

5.3 Have technology limitations affected your ability to scale or compete?

Yes No Unsure

Please explain

5.4 Digital investments planned in the next 12–24 months

5.5 Aware of cybersecurity vulnerabilities in current systems?

Yes No Unsure

Please explain

6

Research, Development & Innovation

6.1 Any recent R&D activities, if yes - please share more information

6.2 Filed patents, trademarks, or held IP in the last 5 years?

Yes In progress No

6.3 Dedicated R&D budget or department?

Yes Informal (ad hoc) No

6.4 Percentage of annual revenue reinvested into R&D or innovation

0% 1–5% 5–10% 10–20% 20%+

6.5 Collaborated with a university, research institution, or innovation centre?

Yes Planning to No

Which institution(s)?

6.6 Working on a new product, service, or process not yet in the market?

Yes No

6.7 Benefit from technical advisory support or expert mentorship?

Yes Already have No

6.8 Rate how innovative your core business activities are

1 = Traditional / standard industry practice, 5 = Leading-edge innovation

1 2 3 4 5

7

Artificial Intelligence & Automation

7.1 Currently using AI, machine learning, or automation tools?

Yes Exploring No

7.2 Relevant AI / automation applications

Predictive analytics Computer vision Robotic process automation (RPA) Chatbots AI-assisted decision-making Supply chain optimization Quality control Natural language processing (NLP) None Other

7.3 Access to proprietary data that could train or improve AI models?

Yes No Unsure

7.4 Barriers to AI adoption

Cost Lack of expertise Data quality issues Regulatory concerns Resistance from staff No identified use case Unclear ROI Other

7.5 Assessed the potential for automation in operations?

Yes No

7.6 Estimated AI / automation investment over the next 2 years

Under $50K $50K – $250K $250K – $1M $1M+

8

Operational Challenges & Growth Plans

8.1 Top 3 operational challenges right now

8.2 Primary business growth goal for the next 3 years

Increase revenue Develop new products / services Expand workforce Improve operational efficiency Export internationally Enter new markets Other

8.3 Does the business export or plan to export?

Yes Planning to No

Which markets?

8.4 Major capital investments planned in the next 2 years?

Yes No

Describe the investment

8.5 Formal strategic or business plan?

Yes Outdated No

8.6 Growth or funding milestones achieved in the last 3 years

8.7 Significant operational disruptions?

Yes No

Describe the disruption

8.8 Confidence in the business's ability to scale over the next 5 years

1 = Low confidence, 5 = Very high confidence

1 2 3 4 5

9

Primary Funding Goal

9.1 My main goal is

Start a new business Renovate & expand my businesses Conduct R&D Innovate, develop a product or service Increase working capital Increase productivity, quality, safety or efficiency Buy or lease equipment Grow and expand my business Integrate AI into your business Improve & strengthen my cybersecurity

10

Program Interest & Priorities

10.1 Primary intended use of funding

Hire staff Conduct R&D Expand facilities Market development Buy equipment Digital transformation Export readiness Develop software Other

10.2 Ideal grant / funding amount sought

Under $25K $25K – $100K $100K – $500K $500K – $1M $1M+

10.3 Timeline to begin the funded project

Immediately 1–3 months 3–6 months 6–12 months

10.4 Worked with a funding consultant or advisor before?

Yes No

11

Additional Information

11.1 Anything else about your business, operations, or goals you would like us to know?

I confirm the information provided is accurate to the best of my knowledge and consent to it being used to assess funding eligibility.

Leave this field empty