Exceed your small business portfolio goals and transform small business reality.
From Vision To Legacy
Roadmap to Success is an AI Sherpa Guide platform for operational assessment, strategic planning, and execution.
We help small businesses make data-driven decisions, while our aggregated data supports banks in meeting CRA requirements, strengthening compliant portfolios, and driving positive community impact.
Play a pivotal role in a national movement to bolster small business success, aligning your institution with innovation and economic progress.
Spot High Potential Investments
Access reports and insights that identify businesses primed for growth and investment.
Achieve CRA
Compliance
Access reports and insights that identify businesses primed for growth and investment.
Showcase
Your Impact
Share success stories from businesses and communities you’ve helped evolve.
Drive Local
Economic Growth
Help small businesses scale and thrive, leading to a stronger local economy.
What RTS delivers
PROGRAM DELIVERABLES
A four-basecamp program that takes business owners from diagnostic to capital-ready — and gives your bank the documentation to support lending decisions.
1
Business X-Ray Assessment
AI-powered diagnostic across six operational domains — strategy, finance, operations, marketing, people, and leadership. Produces the pre-program baseline that creates a documented foundation for measuring business transformation and economic impact.
2
Pre-intervention aggregate report
Cohort-level baseline documenting financial health, operational capacity, and capital readiness — formatted for CRA exam submission and community development reporting.
3
Business accelerator (40 seats)
VCOO-led intensive covering operations, cash flow management, revenue optimization, and commercial/SBA capital preparation — delivered in two cohorts of 20 businesses each.
4
Post-intervention cohort report
Measures participant improvement on bank-defined KPIs. Documents credit quality uplift, revenue growth, and operational gains — ready for CRA examiners and your lending teams.
A zero-cost activation,
built around your bank
PARTNERSHIP MODEL
RTS integrates directly into your existing infrastructure and reporting workflows. Here is what each partner brings to the table.
What the Bank provides
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Branch facility access for cohort sessions and accelerator programming
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Integration with your community engagement program — sessions count as structured volunteer hours for team members
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Client referrals through commercial banking, SBA, and private banking teams
Co-created KPIs
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Capital secured — SBA 7(a), 504, and commercial loan originations
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New relationships opened — accounts, credit lines, cash management, private banking
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Credit quality uplift — pre/post Business X-Ray Assessment scores correlated to loan performance
The RTS Solution
Customizable Roadmap
Step-by-step business plan tailored to the companie objectives, ensuring personalized guidance and measurable progress.
Intuitive Dashboards
user-friendly dashboards that provide real-time insights into key performance metrics, making it easy to monitor progress, track goals, and make informed decisions without the need for technical knowledge.
Data-Driven Decisions
in-depth diagnostics through the Business X-Ray Assessment, enabling companies to identify areas of inefficiency, track growth, and maximize profitability with actionable data.
Scalable Tool
designed to support business growth at any scale, from small business to enterprise-level franchises, offering tools that adapt to teams of any size and goal.
Why banks partner with RTS
RTS delivers pre-qualified, operationally documented businesses directly to your lending and relationship teams, reducing acquisition costs, improving credit quality, and deepening community ties.
How the Program Works?
AMPLIFY YOUR CRA PORTFOLIO
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BXR assessments
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Select promising businesses.
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Immersive leadership training.
Phase 2
Implementation & Growth
Six months of workshops and leadership coaching with individualized support from DSC-trained VCOOs.
Phase 3
Reporting & Scaling
Results are shared with partner banks and associations, and high-performing companies are recommended for CRA-eligible funding.
Phase 1
Selection & Training
Powerful tools, expert training, actionable guidance for small business success.
Roadmap to Success
Basecamps Program
12 MONTHS TO THE SUMMIT
BASECAMP 3 - HPF
Turn the strategic plan into actionable 90-day projects for focused execution. Ensure operational efficiency and measurable progress by breaking big goals into manageable, high-impact tasks.
BASECAMP 2 - VBL
Connect your vision to tangible financial and customer satisfaction goals. Includes strategic planning, situational analysis, SMART goal setting, and development of financial and marketing metrics.
BASECAMP 1 - BXR
A diagnostic tool designed to evaluate your organization's operational efficiency across six core areas. Identifies strengths and gaps while providing targeted improvements to stabilize your foundation for sustainable growth and better customer outcomes.
BASECAMP 4 - BA
A six-month immersive program to enhance companies acumen and leadership skills for long-term success.
Focuses on key priorities identified in earlier Basecamps, equipping business owners to achieve significant growth and operational excellence.
"Running a small business shouldn’t be overwhelming or uncertain. With Roadmap to Success, you get an all-in-one platform that analyzes your goals, challenges, and opportunities, so you can build a step-by-step action plan to thrive in a competitive market."
Al da Silva - CEO MHA, MBA, RN
Take Small Businesses
to the Next Level
TRANFORM COMMUNITIES
OUTCOME 1
Enhanced Leadership Skills
OUTCOME 2
Improved Execution Strategies
OUTCOME 3
Effective Data-Driven Management
OUTCOME 4
Optimized Processes
OUTCOME 5
Cash‑flow stability
OUTCOME 6
Differentiated local value proposition