The CRM is not the whole operation
Most funding companies already have a CRM. The bigger issue is the work around it: collecting complete packages, reviewing documents, routing files, updating statuses, and keeping everyone aligned.
Funding Company Software
Funding Company Software
Built Around Your Daily Workflow.
Big Tuna helps funding companies organize the work that happens between a new opportunity and a funded deal: applications, documents, analysis, routing, submissions, status tracking, and reporting.
Custom branded applications for applicants and partners
Document parsing and underwriting support for faster review
Partner routing and submission workflows built around your rules
Operational reporting to help leadership see what is moving
Review packages before they go stale
Big Tuna helps teams turn applications and financial documents into cleaner deal context so sales, underwriting, and operations can move faster without rebuilding the same numbers by hand.
Build around your partner network
Funding companies have different products, rules, lender relationships, and internal handoffs. Big Tuna can customize the workflow around the way your team actually routes and manages deals.
Workflow
Run more of the operation from one connected workflow.
1
Collect the package
Use branded intake tools to collect company information, documents, owner details, signatures, and deal context.
2
Analyze the file
Parse statements, surface cash-flow metrics, review risk signals, and create deal-ready summaries for the team.
3
Route and submit
Use your criteria, partner relationships, and internal rules to move the package to the right next step.
4
Report on the workflow
Track submitted files, partner responses, stuck deals, backdoor risk, team activity, and operational bottlenecks.
Questions
Straight answers for funding teams.
What is funding company software?
Funding company software helps teams manage applications, documents, review data, submissions, partner routing, reporting, and daily workflow tasks. Big Tuna focuses on the operational work around the deal.
Can Big Tuna work with our existing CRM?
Yes. Big Tuna is often built around an existing CRM so your team can improve intake, analysis, and submission workflows without replacing the system they already use.
Is this only for MCA funders?
No. Big Tuna can support alternative finance, equipment finance, debt relief, commercial finance, and other funding workflows that rely on applications, documents, review, routing, and partner handoffs.