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What is your launch strategy? growth strategy? exit strategy? trajectory?

Our Trajectory Assessment is a structured review designed to clearly identify where your business stands today and what it will take to reach your next milestone.

Our assessment determines whether you are in the Launch, Velocity, or Apex phase of growth and outlines the strategic services required to move forward.

Following the assessment, you receive a detailed roadmap and transparent service plan to guide your company from its current position toward sustained growth, increased value, and long-term success.

Apply for your trajectory assessment

We are here to help your business to get to the next level.

Launch
Velocity
Apex

We help companies

Launch

Catapult’s Launch Program is a focused program designed for new and early-stage small and medium-sized businesses that need expert guidance to successfully launch, navigate market conditions, and build a strong foundation for long-term growth. The program delivers targeted advisory support to help business owners enter the market with confidence, refine their strategy, strengthen early market presence, and establish the systems needed for sustainable success.

Grow

Catapult’s Velocity Program is an intensive growth program designed for established small and medium-sized businesses that are ready to scale. This phase helps business owners strengthen their financial knowledge while developing effective marketing and sales strategies to support profitable expansion. Participants gain access to a comprehensive suite of advisory services, tools, and strategic insights to navigate the financial landscape, prepare for investment capital or a successful exit, build strong investor relationships, and improve marketing and sales performance to drive sustainable, long-term growth.

Capitalize

Catapult’s Apex phase is our advanced growth and exit-preparation phase designed for established small and medium-sized businesses ready to reach peak performance and maximize business value.

In the Apex phase, we work closely with business owners to increase revenue, optimize operations, and build a more valuable, scalable company. Whether your goal is to secure grants, loans, or investment capital or to prepare for a successful sale or transition as we provide targeted support to strengthen financial performance, streamline systems, improve profitability, and position your business for the next major milestone.

Participants receive expert guidance on revenue acceleration strategies, operational efficiency, funding readiness, valuation optimization, and exit planning so they can achieve sustainable growth and ultimately exit or transition on their terms with maximum value.

How it works

01

Request a call

Share your goal, timeline, and current stage signals so we can understand where you are before we meet.

02

Assess the fit

Meet with the team to determine fit and decide together if a Trajectory Assessment is the right next step.

03

Trajectory Assessment

Meet with the team to determine fit and decide together if a Trajectory Assessment is the right next step.

04

Stage recommendation

Receive a clear stage recommendation: Launch, Velocity, or Apex, based on your current reality, not your goal.

05

Roadmap delivery

Receive a clear stage recommendation: Launch, Velocity, or Apex, based on your current reality, not your goal.

06

Execute with support

Activate the plan with hands-on support from Catapult and our network of vetted partner resources.

Our experts create a customized trajectory assessment that identifies your company's strengths and weaknesses on 6 core business aspects.

Capital

We provide practical financial guidance to help small and medium-sized business owners make informed decisions, improve profitability, and prepare for growth or exit.

  • Forecasting and budgeting
  • Cash flow management
  • Break-even analysis and profitable pricing strategies
  • Grant and micro-voucher support(including Alberta Innovates)
  • Fundraising readiness and investor preparation
  • Cap table planning
  • Accounting systems setup and optimization

People

We help small and medium-sized business owners build strong, scalable teams with practical tools, clear processes, and professional support to attract, onboard, and retain the right people.

  • Organizational design and structure
  • Hiring templates and recruitment processes
  • Equity planning and compensation strategy
  • Intern and volunteer pathways
  • Onboarding and performance toolkits
  • HR policies and documentation
  • Referrals to trusted HR partners

Legal

We help small and medium-sized business owners protect their business, clarify ownership, and reduce risk with practical legal guidance and strategic support.

  • Founder and shareholder agreements
  • IP strategy support via ElevateIP Alberta
  • NDAs and contract review
  • Business structure guidance
  • Risk management and compliance
  • Trademark and copyright support

Marketing

We help small and medium-sized business owners attract the right customers, communicate their value clearly, and build efficient sales systems that drive predictable revenue growth.

  • Market research and customer personas
  • Messaging and positioning
  • Go-to-market strategy
  • Sales funnel and CRM setup (e.g., HubSpot)
  • Lead generation scripts and processes
  • Content and campaign audits
  • Website and e-commerce support

Operations

We help small and medium-sized business owners streamline daily operations, create efficient systems, and build scalable processes that save time, reduce risk, and support sustainable growth.

  • 90-day roadmaps and execution planning
  • Compliance basics and best practices
  • SOP development and documentation
  • Workflow automation (e.g., Notion, Microsoft 365, Zapier)
  • Project management tools (Asana, Trello, Monday.com)
  • Performance dashboards and reporting
  • Vendor management systems

Product

We help small and medium-sized business owners validate ideas quickly, build practical products, and create seamless customer experiences without unnecessary complexity or cost.

  • Product/market fit validation
  • MVP roadmap and development planning
  • No-code/low-code prototyping
  • UI/UX feedback and optimization
  • User testing and validation
  • Integrations and automation (e.g., Zapier, Airtable)
  • Developer hiring and team support

Our program can help if you need:

Our program may not be for your if:

Start with clarity.

If your goal is launch, scale, capital, or exit, the fastest way forward is knowing what matters most right now. Use the form to request a Trajectory call.

Trajectory assessment FAQs

Have questions about starting or growing your business?

Our FAQ section provides clear answers about Catapult’s programs, events, and resources to help entrepreneurs navigate their journey with confidence.

The Trajectory Assessment is Catapult Startups’ starting point for every client engagement. It gives you a clear picture of where your business stands today, what is holding it back, and what needs to happen next to reach your goal.
Because most businesses do not need more generic advice. They need clarity. The assessment helps identify the highest-priority issues, the right sequence of work, and the most practical path forward before time and money are spent in the wrong areas.

You receive:

  • A clear snapshot of your current state
  • Clarity on your biggest gaps, risks, and opportunities
  • A staged roadmap tied to your goal
  • Guidance on whether your business fits Launch, Velocity, or Apex
  • Upfront pricing for the recommended next stage of support

The Trajectory Assessment is built to support businesses that want to:

  • Launch properly
  • Grow revenue
  • Improve operations
  • Raise capital
  • Enter new markets
  • Prepare for exit or succession
Entrepreneurs can get involved by attending events, participating in programs, subscribing to the Launch Sequence newsletter, or scheduling a conversation with the Catapult team to explore support options for their business journey.
Once the assessment is complete, we walk you through the findings, explain the recommended stage of support, and provide a roadmap with pricing for execution. From there, you decide whether to move forward with Catapult on the next stage.
No. The assessment is what allows Catapult to recommend the right work in the right order. Skipping that step can lead to misaligned priorities, wasted spend, and slower progress.

It is best for founders, entrepreneurs, startups, and small to mid-sized businesses that know they want to grow, improve, or prepare for a major milestone, but need clarity on what to do next.

The assessment looks at the core areas that impact growth and execution, including capital readiness, legal and IP, marketing and sales, product or service positioning, people, and operations.
It solves confusion. Many businesses know they want to grow, but they are unclear on what is most urgent, what can wait, and what sequence makes sense. The assessment helps remove that uncertainty.
No. The assessment is built around your business, your goals, and your stage. The roadmap and recommendations are meant to be practical, relevant, and specific to your situation.
That is helpful, but knowing your problems is not the same as knowing which ones matter most, what order to tackle them in, and what support structure will actually move the business forward. The assessment helps turn assumptions into an execution plan.

It helps reduce wasted spend by identifying what needs to happen first, what support you actually need, and where premature spending could create more problems instead of progress.

By giving you clarity on your current position, your next stage, and the sequence of work required, the assessment reduces second-guessing and helps leadership move forward with more confidence.
Yes, especially for businesses that cannot afford to waste time, hire the wrong support, or make expensive decisions without a clear plan.
Your stage is determined through the assessment based on your current business reality, your long-term goal, and the level of support needed to move you forward effectively.
Yes. The assessment helps identify whether the business is actually ready for capital, what gaps need to be addressed first, and what work should happen before investor conversations.
Yes. A strong exit starts years before the sale. The assessment helps identify the operational, financial, strategic, and business readiness work needed to build toward a future exit.
The biggest value is clarity. It helps you stop guessing, stop reacting, and start moving forward with a structured plan tied to your actual business goals.

Experts with experience, passion and the expertise you need.

Daniel Monzon

CEO, Founder

Daniel Monzon helps founders move from idea to execution, and from early traction to scalable growth. As CEO of Catapult Startups, he leads an accelerator that supports businesses to launch, scale, expand into new and international markets, raise capital, and plan for an exit through practical, structured programs and hands-on...

Jesse Lalli

New Technology Consultant

Jesse Lalli is a marketing strategist, entrepreneur, and operator focused on the commercial architecture behind emerging and high-growth industries, including video games. He holds a Bachelor of Commerce in Marketing from the Haskayne School of Business at the University of Calgary and serves as an Account Director with Blair &...

Julian Dobre

Legal Consultant

Julian Dobre is the founding lawyer of DOBRMAN, a boutique law firm based in Calgary, Alberta that focuses on new-economy clients, including: technology startups, software developers, content creators, influencers, e-commerce companies, and game developers. Julian is deeply involved in Alberta’s vibrant innovation and music scenes. He is a co-founder of...

Ritesh Pais

Finance Consultant

"I help operators and entrepreneurs break into new markets and transition businesses without losing momentum or leaving money on the table." – Ritesh K. Pais Ritesh partners with business owners, operators, and entrepreneurs to turn pivotal moments into their biggest opportunities — whether that's breaking into a new global market,...

Steven Blair

Sales and Marketing Consultant

I am a marketing strategist, entrepreneur, and business development consultant with more than twenty years of experience helping companies build brands, enter markets, and grow sustainably. My career began in 2001 as an Account Coordinator with Consumer Strategies Group in Edmonton. Over the next decade I advanced to the role...

Trajectory
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Evaluate your business direction with expert guidance. Identify obstacles, clarify priorities, and build a structured plan for sustainable growth.

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