Beta

Capital Allocator

Your one-stop solution for managing expenses, debt payments, and compliance with loan terms.

Book a demo

Effortless debt capital allocation

Streamline compliance

Prioritize expenses and stay compliant with the terms of your debt agreements

Advanced budgeting and forecasting

Create detailed budgets and forecast scenarios that take into account the impact of debt payments on your finances.

Identify areas for ROI

Use advanced analytics and reporting to identify areas where expenses can be reduced and improve your ROI.

Real-time data syncing

Automatically sync your financial data in real-time and easily integrate with your lenders for a comprehensive view of your debt and expenses.

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.

See How it Works

Book a demo

Book Seat

Click on the link above and follow the instructions provided to schedule a demo. This may involve providing your contact information, choosing a date and time for the demo, and potentially providing information on your specific needs and goals.

Product overview

A FundStory representative conducting the demo will provide an overview of the product and its features, highlighting key benefits and capabilities. This may include a demonstration of how the product works and how it can be used to solve specific problems or meet specific needs.

Onboarding

Overall, the goal of a live demo is to provide potential customers with a better understanding of the product and its capabilities, as well as to help them determine whether it is a good fit for their needs and goals.

Have any questions?

Frequently Asked Questions

What is the Capital Allocator dashboard?
How does the Capital Allocator dashboard help me prioritize and manage expenses?
How is the Capital Allocator dashboard different from the Capital Forecaster dashboard?
Graphic of a girl reading with her feet up

Unlock your

f

skills

With our platform, you can quantify your skills, grow in your role and stay relevant on critical topics.