Bobby Gilbert
Jan 2, 2023
The story doesn't end after funding.
Treasury management for non-dilutive capital.
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Learn how finance teams manage debt to increase revenue.
Evaluate risks and potential returns of debt investments to make informed capital allocation decisions.
Our trusted capital partners
Explore the top non-dilutive funding options available to you.
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Example use cases
Covenant Compliance
John uses Fundstory, to manage the company's venture debt and covenants more effectively.
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John from Stalek
Multiple lenders
Samantha uses Fundstory, to keeping track of multiple loans from different lenders with different terms and conditions.
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Samantha from Tynro
Effective capital allocation
Dave uses Fundstory, to manage the company's debt and optimize its capital allocation.
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Dave from MassPass
Game-changer
FundStory has been a game-changer for our finance team. We can now easily manage our debt and make informed decisions that increase our revenue. It's user-friendly and has saved us so much time and effort.
Christian
Qoins
Great support and guidance
FundStory has been a valuable tool for our finance team. It's helped us gain a better understanding of our debt and make strategic decisions that increase our revenue. The team at FundStory is also always available to provide support and guidance.
Bryce
Quest Ai
Intuitive and user-friendly
FundStory has exceeded our expectations. It's intuitive and user-friendly, and has helped us improve our debt management processes. The reports and insights it provides are invaluable. Highly recommend.
Jake
Bridge QL
Integrate your most important financial systems.
FundStory integrates with your existing tech stack and is up and running in the same day, with no changes to your existing systems or processes.
Your bank data is needed to calculate your business's estimated burn rate and runway. Fundstory uses Plaid to securely integrate with your bank.
Banking
Connect
Get real-time insight into sales rep performance, trends, and projections for customer expansion.
CRM
Connect
3 Step onboarding
1
Financial integration (required)
Better understand your company's debt load and financial performance. This will help you make more informed decisions about how to manage your debt and protect the financial health of your business
2
Document upload (required)
Better understand your loan terms and any covenants involved. This will help you stay in compliance with your lender.
3
Lender confirmation (optional)
Confirming your loan with your lender through Fundstory provides additional assistance to find a resolutions in the event of potential default.
Return on Debt
$48,396.14
M/M Revenue increase
$1,385,199.49
Annual Run Rate
+24.59%
Outperform your cost of capital in 3 steps
1
Forecast
Easily and accurately forecast the potential outcomes of different debt capital investments. This helps you make informed decisions about where to allocate your debt capital and how to optimize your portfolio for maximum return.
2
Allocate
Gives you complete visibility into how your debt capital is being spent and the return on investment of each investment. This helps you optimize your portfolio and make informed decisions about where to allocate your debt capital.
3
Manage
A comprehensive view of all of your debt capital, including maturity dates and costs. This helps you manage your debt capital more effectively, ensuring that you're maximizing the value of your investments and minimizing the risk of default.
Gain financial insights from our resource center
Ebook
FP&A
The 2023 FP&A Playbook
The macroeconomic climate in the second half of 2022 has made financial planning more difficult. Despite these challenges, the annual planning process should remain consistent with previous years, but with an added focus on four specific topics.
See all resources
