Five short checkpoints turn business history into a stage map, capital path, and first next move.
Checkpoint 1 of 5 — Where you are now
Checkpoint 2 of 5 — Money picture
Checkpoint 3 of 5 — Capital history
Checkpoint 4 of 5 — Wins and lessons
These become your journey history. Wins, pivots, and hard lessons all help the next step make sense.
${['8(a) Business Development','HUBZone','WOSB (Women-Owned)','SDVOSB (Veteran-Owned)','MBE (Minority-Owned)','DBE','SAM.gov Registered','UEI Assigned'].map((c,i) =>
``).join('')}
Checkpoint 5 of 5 — Destination
You're almost done! After saving, your tracker will be pre-loaded with your history and your profile will flow across all Ecosystem tools automatically.
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Active Goals
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Goals Achieved
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Milestones Logged
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Days on Journey
Builder Archetype Diagnostic
Need to grow your business? Find your next build path.
Four quick signals. Get a useful operating profile, then jump to the right EE tool: capital, contracts, systems, or legacy planning.
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Claude-powered ECO
My Tracker Coach
Turns your stage, goals, milestones, and latest check-in into an action plan.
Open your profile, goals, or check-ins, then run an ECO analysis when you want guidance.
Recent Activity
Your last 5 updates
Accountability tip: Monthly check-ins make your goals easier to review with an advisor and keep your plan current. Set a reminder for the same day each month.
Academy tools and completed worksheet uploads
Complete the Academy operating tools directly in your Growth Tracker. Your answers save to your profile for ECO coaching, office hours, and advisor review. You can still upload outside files when you have a spreadsheet, PDF, or scanned worksheet.