Compliance & Service Scope

A complete and transparent disclosure of what FundReady provides, what we do not provide, and the responsibilities of every party.

Important Legal Notice

FundReady is a business consulting and document preparation service. We are not a broker, broker-dealer, investment advisor, placement agent, lender, or financial intermediary. We do not raise capital, arrange or broker financing, secure investors, place debt or equity, or provide investment, legal, tax, accounting, or financial advice. No funding, investment, grant, or financing outcome is promised, implied, or guaranteed.

What We Provide

Executive summaries and investment memoranda formatting
Capital readiness assessments and business analysis reports
Investor presentation materials and pitch deck structuring
Document preparation, editing, and institutional-grade formatting
Intake questionnaires and data-collection workflows
Strategic business consulting and gap analysis

What We Do Not Provide

Raise capital or secure funding on behalf of clients
Broker financing, debt, or equity transactions
Introduce clients to investors, lenders, or capital providers
Provide investment, securities, or financial advice
Provide legal, tax, or accounting advice
Act as a placement agent, underwriter, or financial intermediary
Guarantee any funding, investment, or grant outcome
Manage client assets or hold funds in escrow

Who We Serve

Our services are designed for business owners, executives, and project sponsors who are preparing internal or external materials for capital-raising activities. We help you organize, articulate, and present your business case in a professional format. We do not advise on whether to pursue debt, equity, or any specific financing structure, nor do we recommend particular capital providers.

You remain solely responsible for selecting advisors, attorneys, accountants, and capital providers. Any documents we prepare are for your own use and do not constitute an offering, solicitation, or recommendation to buy, sell, or invest in any security or financial instrument.

No Outcome Guarantee

Every business is unique. Market conditions, investor appetite, credit profiles, and regulatory environments change continuously. Because of this, FundReady makes no representation, warranty, or guarantee that any client will obtain funding, investment, grants, loans, or any other financial outcome as a result of using our services.

The Capital Readiness Score, Funding Probability Rating, and any similar metrics generated within our reports are analytical estimates based on the information you provide. They are for internal planning and document preparation purposes only and should not be construed as a promise of results, a credit score, or an investment recommendation.

Your Responsibilities

1You are responsible for the accuracy and completeness of all information you submit through our intake questionnaires.
2You are responsible for engaging licensed legal, tax, accounting, and financial professionals before making any capital-raising decisions.
3You are responsible for complying with all applicable securities, banking, and financial regulations in your jurisdiction.
4You understand that our deliverables are documents and analysis for your own use, not solicitations or offerings to third parties.

Regulatory Status

FundReady and its parent entity, Higher Dimension Services LLC, are not registered with the U.S. Securities and Exchange Commission (SEC) as broker-dealers or investment advisers. We are not registered with the Financial Industry Regulatory Authority (FINRA). We do not hold any state or federal license to engage in securities, investment banking, or lending activities.

If you require regulated financial services—such as securities placement, investment advice, or loan origination—you must engage a properly licensed professional or institution independently.

Related Policies

Questions About This Notice?

If you have any questions about the scope of our services, our regulatory status, or whether FundReady is appropriate for your situation, please contact us before placing an order or submitting an intake questionnaire.

Last updated: June 27, 2026