Funding Intelligence Tools

Check the File Before You Burn the Lead

Use these tools to pre-screen, educate, and route funding conversations before sending a prospect into application roulette.

Lead Qualification

Blue Collar Banker Qualifier

Grade funding readiness using revenue, time in business, credit tier, and collateral signals.

Routing Quiz

Funding Match Quiz

Classify prospects by use case, profile, and likely funding family.

Readiness Score

Fundability Score

Estimate readiness and capture structured intake signals for follow-up.

Startup Path

Startup Planner

Help newer businesses understand funding readiness, credit-leverage paths, and prep steps.

ROI Calculator

Cost of Capital

Compare capital cost against the business opportunity before deciding whether funding makes sense.

Real Estate

DSCR Pre-Check

Estimate rental-property coverage and identify whether a DSCR-style review may be worth exploring.

E-commerce

E-commerce Cashflow Tool

Review inventory, payout, and cash-flow gaps for marketplace sellers.

Partner Asset

Partner Dashboard

Generate tracked campaign links and preview partner asset workflows.

This tool library is for planning, education, and intake support only. It does not guarantee approval, funding, terms, rates, amounts, or timing. Actual options depend on business profile, documentation, underwriting review, and provider criteria.