Trailwise AI

Full intake · five steps, about ten minutes

Tell us the whole file.

These are the facts your Bondability Report is written from: the business, the job, the financials, the bonding history, and the deadline. Every question says why we ask it. A person reviews every intake before your report goes out.

Paid $79 via secure Stripe checkout (test mode while we pilot). After payment you land back here: submit the intake below and your report follows by email within one business day. Pay for your report ↗

Step 1 of 5Business identity

Who is applying. Ownership answers can change the guarantee terms, so answer them exactly as registered.

Your report goes here. Your answers are sent to us through our form provider so a person can write your report. We never sell your data.

Operating history gives context to a first-bond file.

The report file needs the exact figure; the band alone cannot be converted.

NAICS plus receipts decide the size standard. Leave blank if unsure; we look it up.

Compared against your NAICS size standard. If you gave a NAICS code above, this is required; one without the other sends your file to manual review. Include affiliate receipts.

Only this NAICS family needs this question. Everyone else: leave it blank.

Qualifying ownership (check all that apply)

Verified ownership and control can move you into the 90% guarantee tier.

Enter 0 if none of the above apply.

Do any of these apply to an owner or the business?

These are explicit good-character eligibility facts. Answering yes does not auto-fail you; it routes your file to a person.

Affiliation can add affiliate receipts to your size calculation.

Approved joint ventures are treated differently from ordinary affiliation.

Step 2 of 5The job

The contract you need bonded. Exact numbers here; bands were only for the instant screen.

Aggregated against the $9M / $14M program caps.

Federal and non-federal contracts use different cap branches.

Amounts for related work are added to your contract before checking the program caps.

Only needed when the amount increased after execution; affects the guarantee math. Leave blank if unchanged.

Which bond types are required? (check all)

Only covered contract bonds go through the guarantee rules.

Compared with this contract as a capacity condition. Leave blank only for a true first bond.

Does the work involve any of these, or a bonding-line bond?

These facts select Quick Bond versus Prior Approval.

A performance bond without this completion language cannot go through the guarantee program. Pick “not sure” and a person checks it.

Your attestation. The SBA program is for contractors who cannot get bonded elsewhere on reasonable terms. Answer “yes” only if that is true.

The bonded contractor must play a real role, not act only as a broker.

Larger federal contracts need this branch answered. Pick N/A if not federal.

Step 3 of 5Financial picture

Numbers as they are, not as you wish they were. Weak numbers with paperwork beat strong numbers without it.

Statement quality is compared against your contract-size tier.

Step 4 of 5Bonding history

What the last conversation with a surety looked like. Prior claims and defaults route your file to a person; say it plainly.

Any surety ownership is a prohibited conflict. Almost always 0.

Feeds the are-you-overpaying benchmark in your report. Never changes eligibility.

Step 5 of 5Situation and urgency

So the review lands in the right order.

This intake collects facts for your report. It is not an application for a bond, and submitting it creates no eligibility decision. Your report follows by email within one business day, written from the deterministic rules file with every determination cited to its rule.

The fine print, in plain words

Refund, privacy, and terms.

Refund Paid and changed your mind? Full refund within 7 days of payment, no questions, no report kept. Email sammi@trailwiseai.com from the address you paid with and it goes back to your card.
Privacy What happens to your answers. Your intake answers, including financial and background details, are sent to us through our form provider (Formspree) and payment provider (Stripe) so we can write your report. A person reviews every intake. We never sell or share your data with sureties, agencies, or marketers.
Terms What the $79 buys. One Bondability Report, written from your intake answers by our deterministic rules file with every determination cited to its rule, delivered by email within one business day. It is preparation and information, not a bond commitment, legal advice, or a guarantee of approval. Approval decisions belong to the surety and SBA.

Rather talk it through first?

Book the free triage call instead. Same questions, asked out loud, with an honest go/no-go the same day.

Book a free triage call