Dashboard value

Every stage of the funding journey is important and making sure you're on top of it is critical. That's why we made a dashboard for you to focus on your current stage, distraction-free, while still giving you the ability to quickly toggle to any stage you want to view. Each dashboard is a critical and strategic accessory in your fundraising journey.


The Risk dashboard is where you can track all aspects of the risk factor associated with your business. In the past, you either qualified from a funding partner or you didn't, no explanation as to why, or the steps to take to become fundable. The Risk dashboard has a singular purpose: to give you the insights and the tools that you need to increase your Funding Score and become fundable according to the qualification standards of each of your saved partners.

Generating a Funding Score

Generate your custom Funding Score to get a real-time view of where your company stands relative to the credit box of any lender. Your Funding Score tells a lender the story of your reliability and predicts the chance of on-time payments. Your Funding Score is measured on a scale from 0 to 100. The highest represents excellent credit, while the lowest represents a higher risk factor.

De-risk your business

While each lender is different, our proprietary scoring system can help you determine whether you’ll qualify for a funding product, and assist you in de-risking it if you do not. Watch your Funding Score improve in real-time as you de-risk your business by harnessing the power of our Qualitative and Quantitive tools. Focus your efforts where it counts and take the necessary steps to improve your Funding Score and de-risk your business.

Track your deal history

Finance teams deserve tools and technology that will help them drive strategic decision-making, even when that means looking into the past. View and analyze all your previous deals in a timeline-like view so you can better understand how your current options relate to your past funding experiences. Data can be manually imported or synced directly from your banking records.


The Match dashboard is the place for you to find the correct funding partner for your business using our powerful filtering tools. Finding a partner might be easy, but finding the right partner has traditionally been more difficult, with multiple tabs and screens required to get a semblance of a side-by-side comparison. The Match dashboard changes that, by allowing you to analyze all funding partners on one screen, so you can confidently move forward with your ideal partner.

Compare what matters to you

As the tip of the spear in your organization's fundraising effort, the pressure is on finance teams to make sure your organization is getting the best deal possible. Our simple financial planning software makes it easy to confirm that you are getting the correct deal for your company. Compare any of your saved partners head to head with any of your new matches. Set the comparison parameters to factors like cost or benefits and find your ideal capital partner.


The Balance dashboard gives you insights into managing your raised funds as no legacy bank can. Managing funds and repayments in the past has lacked the necessary context for teams to outperform their cost of capital due to most banking solutions not offering anything more than fund storage. Our Balance solution is custom-tailored to your deal so that you only receive relevant and important suggestions and data-based insights. Use the free Fundstory card to track spending and remain aware of your remaining funds and repayment schedule.

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