Package review support
Analyze statements and financial documents faster so your team can get to pricing, declines, or next steps without rebuilding every file by hand.
Funding Company Automation
Software built around how your funding company actually operates.
Big Tuna helps funders and alternative finance teams automate package review, routing, reporting, CRM updates, and custom workflows so the team can scale without adding more manual overhead.
Talk Through Your WorkflowDeal routing rules
Route opportunities based on product fit, risk profile, package quality, partner requirements, and internal workflow logic.
Reporting and visibility
Track submitted files, stuck deals, partner responses, team activity, and operational bottlenecks without pulling reports manually.
Custom software around your process
Build portals, internal tools, CRM automations, and intake systems around your workflow instead of forcing your team into generic software.
Why It Matters
Cleaner operations without rebuilding your company around a new CRM.
Reduce operations overhead by automating repeat data entry, document handling, and status updates.
Build review workflows that fit your funding products, partner network, and internal approval process.
Give leadership better visibility into deal movement, team activity, and process risk.