Chasing payments and exceptions
1 hour per week
Checking which merchants paid, which bounced, and which need follow-up — across multiple tabs.
Syndication
Split the deal. Share the return.
Syndication
Bring in participants, split the payments, and give everyone a clear view of what they own and what it's earning.
Underwriting, deal tracking, payments, collections, reconciliation, and merchant servicing — all connected in one system.
Reduce manual follow-up, automate intake and tracking, and spend your time on underwriting and collections instead of chasing docs.
Chasing payments and exceptions
Checking which merchants paid, which bounced, and which need follow-up — across multiple tabs.
Reconciling by hand
Matching bank deposits to payment schedules, hunting for discrepancies row by row.
Pulling numbers for a call
Pulling data together and explaining what changed and why.
Keeping docs and filings current
Contracts, UCC filings, and amendments scattered across email, drives, and shared folders.
For founders and small teams who run their business every week, every feature earns its place in the workflow.
Start simple, upgrade when your workflow gets more complex.
For solo operators getting started with portfolio management
Best for getting started
For growing funding operations managing multiple portfolios
Best value for most businesses
For scaling funding operations with unlimited access and advanced underwriting
Best for scaling operations
Custom pricing
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Prices shown in USD. Local taxes may apply.