The plug-and-play interface enables capital providers to easily integrate with the system, automate qualified lead generation, and optimize portfolio management. It enables lenders to gain access to the 72% of businesses that are unable to gain approvals on the business loan requests in what Boston Consulting Group is calling a $212 billion-dollar industry.
Boss Lead Qualification
Screening companies are time-consuming and offer little ROI. Capital providers sort through thousands of companies because there hasn’t been a better way to answer the million-dollar question, “will you maximize my ROI?” Boss Lead Qualification automates tracking and data while offering companies a personalized response.
Boss Due Diligence
For most capital providers, few companies warrant full due diligence given the time and cost. Boss Insights scales the process by providing a curated company snapshot in real-time. Trade in the PowerPoints, PDFs and data room for a personalized link allowing companies to connect their software in as much time as it would take to connect to wi-fi. Our data dock integrates with companies’ software to automate and secure the process of sharing data. Our system is bank-level secure and privacy settings are set by companies, giving them the control they deserve.
Boss Portfolio Monitoring
Funding a company is a difficult process, and yet at the point of funding, the work has just begun. The portfolio of companies capital providers manage must be tracked on an ongoing basis to ensure returns. Boss Insights’ Data Dock provides real-time information on a curated dashboard which is then aggregated to the portfolio level for effortless reporting to capital providers. The reporting will demonstrate any areas of concern in real-time so that capital providers can address these areas with companies earlier. It’s the information edge that every capital provider craves.
Of the thousands of companies seeking funding, most fail to match basic criteria. First funding meetings are a series of questions to see if there’s a checklist match. Boss Insights’ Smart Matching automates the checklist so Founders and Funders move straight to real discussions. Funders and Founders set their basic investment criteria, and companies enter their high-level data. Boss Insights’ tool analyzes this data to ensure fit meaning no time is wasted on meetings that are a poor fit.