Starter
$97/mo
5 plans/mo · $22 overage
- ✓ 5 plans per month
- ✓ Full funding plan generator
- ✓ Banker forms & scripts
- ✓ Email support
Funding advisors: turn your client's credit profile, business financials, and goals into a complete lender-ready funding plan — lenders, sequencing, amounts, and strategy — in about five minutes.
Build a plan in 5 minutes →Credit profile, business financials, personal information — the raw material that determines what's possible.
FundSolve evaluates multiple lenders, loan structures, and sequencing options against your client's specific profile.
A ranked, multi-step funding strategy with lender recommendations, amounts, and a drag-and-drop builder to customize before executing.
No single lender fits every client. FundSolve maps your client's profile across dozens of lending options and sequences the optimal approach.
Customize the AI-generated plan before executing. Adjust sequencing, swap lenders, tweak amounts — your plan, your way.
Your advisors execute faster. Feed the platform client data, get a strategy, deliver results — then move to the next client.
Run FundSolve under your brand. Other funding advisors can deploy the platform for their own clients at scale.
The biggest bottleneck in funding is mapping raw client data to an actual game plan. That's where advisors lose days. FundSolve removes that entirely.— Justin Connor, CEO & Funding Advisor
Start with a plan that matches your client volume and keep every funding strategy moving with FundSolve.
5 plans/mo · $22 overage
10 plans/mo · $17 overage
20 plans/mo · $12 overage
The first 10 eligible funding-advisor affiliates receive 50% off for six months and lifetime Founding status.
Eligibility: you must be a funding advisor, create a FundSolve account, and participate as a referral partner. Availability is limited to the remaining spots.
Every client that walks through your door has a funding story waiting to be unlocked. FundSolve makes sure you know exactly how to get there before you make the first call.