We UNLEASH
The Entrepreneur
In You
We’re entrepreneurs, too! We’ve been there ourselves, so we understand the journey. That’s why VCFO has partnered with the Fundabl platform, to provide tools, services and educational programs with one goal in mind: to help every single person with a dream to own their own business be able to make that dream come true.
1,000's
ENTREPRENEURS
SERVED
$100M+
FUNDING FOR OUR
ENTREPRENEURS
$35M+
IN TAX CREDIT SAVINGS
$8B+
FINANCES
TRACKED
Start and Grow Your Side Hustle or Dream Business
We're a team of US-based accountants, virtual CFOs, and tax specialists dedicated to helping small businesses build and maintain a strong financial foundation for their businesses.
Unlike conventional routes that often involve rigid criteria and lengthy approval times, Fundabl employs a dynamic funding process that considers a business's specific needs, growth potential, and financial health to recommend the most suitable funding options.
This process not only streamlines the search for capital but also opens doors to a wider range of innovative funding opportunities, including non-traditional lenders and alternative financing models.
By leveraging data and technology, Fundabl ensures a more accessible, efficient, and tailored funding experience, designed to support businesses at various stages of growth with precision and speed.
The SOLUTION
Financial Profile
PACKAGING
Financial Profile Packaging is the process of getting really smart people that use a combination of high-level financial executive strategies to get your goals accomplished.
A Chief Fundabl Officer
The Chief Fundabl Officer (CFO) is a strategic role dedicated to maximizing a company's attractiveness to investors and securing capital for growth. This role is pivotal in making the business highly fundable.
A Chief Fundabl officer can align your company's growth objectives while ensuring the business secures the necessary resources for success at each stage.
FUNDABL Business Services
Our Services Empower Your Financial Journey, Innovatively!
Virtual CFO
Fundabl's AI-powered Virtual CFO services provide advanced, strategic financial guidance tailored for growing businesses, leveraging technology to offer expert advice on cash flow management, financial planning, and fundraising strategies.
Tax Credits & Grants
Fundabl's Tax Credits and Grant Research and Filing Services, enhanced with AI and cutting-edge technology, assist businesses in identifying and securing financial incentives through government grants and tax credits, optimizing potential savings and unlocking new funding opportunities.
Bookkeeping & Tax
Fundabl's Virtual Bookkeeping and Tax Services, powered by AI and sophisticated technology, deliver comprehensive financial record-keeping and tax preparation support to keep businesses financially organized and compliant. This innovative offering streamlines the management of daily financial transactions and annual tax obligations, enhancing accuracy and operational efficiency.
Funding & Loans
Fundabl's Funding & Loan Services, integrated with AI and advanced technology, connect businesses with customized financing solutions, from traditional loans to innovative funding options, to bolster growth and meet operational demands. This service leverages a tech-enabled network of lenders and financing partners, providing personalized strategies and insights to align with each business's unique financial objectives, thereby streamlining the path to capital access.
Traditional Lending is Broken
Getting a small business going from the ground up is no easy task. Many difficult tasks lie ahead for the enterprising entrepreneur: crafting a business model, breaking even (or turning a profit), but securing funding is the number 1 reason why businesses fail.
82%
Of businesses that fail mention cash flow problems as a contributing factor to their failure
Small Business Trends
What Is The Fundabl Process?
Fundabl Plan & Start
Plan & Start Stage is a process that will support you in taking a deeper look at your personal goals and whether starting a business can help you achieve them.
Who is Eligible?
I am interested in starting a business and seeking funding
I am developing a business while holding down a full-time job or other gigs
I have experience in the industry that I am starting a business in
I have tested and received feedback on my business idea beyond my friends and family
Through this stage you will gain the education, tools, and resources to:
Identify your motivations for starting a business
Gain an understanding of how starting a business fits into the life you want to lead
Gain an understanding of how business ownership can impact your personal finances
Create a personal budget for yourself
Prepare your personal finances for business ownership
Discuss how to create space for developing your business while holding down a full-time job or other gigs
Credit health assessment
Create a plan to transition into business ownership
Conduct a business viability assessment on your business concept
Develop your business plan and financial forecast in alignment with your mission and values
Assist in applying for funding to implement your next stage
Access to expansive funding & resource networks
Fundabl Run & Grow
We recognize that receipt of funding is not sufficient to build a business. As small business owners, we need ongoing advice and mentorship to expand our networks, build our operating capacity, implement our business plans, and access additional funding and other resources to grow our businesses.
Who is Eligible?
Established small business owners who are seeking funding
Business has the potential for meaningful positive social, environmental, and/or economic impact in your local community
Business has generated sales of at least $50,000 over the last year (if your business is under $50,000, then check out our Fundabl Startup Mastery)
Need assistance with developing or updating their business growth strategy, business plan, and/or financial forecast to apply for funding
Through this stage you will gain the education, tools, and resources to:
Clarify your business idea and market
Conduct a business viability assessment on your already generating sales/revenue and/or have a strong pipeline of business ahead of you
Develop or update strategies to increase your business’ sales, profitability, and social impact
Develop or update your business plan to document your business strategy
Learn to pitch your business and know your numbers in any setting
Develop or update your financial forecast to align with your business plans
Credit health check evaluation
Create or enhance your online presence
Support you in understanding the impact of potential funding options on your business
Develop or update your funding pitch
Access to expansive funding & resource networks
Fundabl Retention Advising
We offer customized business advising services to support small businesses and non-profits that are at risk of displacement or closure.
Who is Eligible?
Existing independently-owned small businesses and non-profits
Are potentially at risk of displacement or closure
Have the potential to retain existing jobs or create new jobs in their community
Through this stage you will gain the education, tools, and resources to:
Create an Action Plan
Conduct a business viability assessment on your already generating sales/revenue and/or have a strong pipeline of business ahead of you
Develop strategies to increase your sales and profitability
Research costs to upgrade, relocate or expand your business
Plan for retirement by developing a succession plan
Learn what funding options are available and how to access them
Prepare documentation to raise money
Assistance in navigating the funding process
Create or enhance your online presence
Improve your operations, finances, and administration
Connect with potential funders
Access to expansive funding & resource networks
Are you ready for funding?
You need capital to finance your dream, but are you prepared for a small business loan? Before you start filling out loan applications, it’s a good idea to check and see if you have everything you need to successfully connect with business lenders. This is were Fundbl VCFO services can help.
What does it take to qualify for a small business loan?
Business Plan: your plan should include a business overview, operations plan, sales and marketing plan, competitive market analysis, product/service overview, financial plan, projections, and management team summary.
Personal History: lenders will need to ask for some information about your personal history, including your credit profile, experience, and financial position.
Business History: at what stage is your business? Lenders will want to understand whether you're a startup or established business in order to match you to an appropriate funding.
Revenue Projections: most lenders will want to understand your cash flow in order to size a loan that makes sense for you. Startup or pre-revenue? That's okay, there are many lenders that provide microloans for businesses to get off the ground.
Virtual CFO Fundable Packages
Virtual CFO feature, allows for a Fundabl specialist to step in and provide expert specialty assistance on all financial matters regarding your personal or business finances.
Our Virtual CFO additionally provides a literal expert in finance and taxation on hand to aid and strengthen your financials without the normal annual payroll expense and equity share that is traditionally required.
Fundbl Self
Employee to Solopreneur
$0 - $120,000 in Annual Sales
*Valued at $4,000
Starting at
$129/mo.
a one-time $50 setup fee
Fundabl Startup Mastery Plan
Job Taxable Earnings Restructuring
Monthly Personal Budget & Personal Financial Plan
Business Viability Assessment
Business plan and Financial Forecast
Pitch Deck Development
Tax Strategy
DBA, LLC Structuring
*(filing fee separate)
Employer ID Number (EIN)
Business Documents & Operating Agreement
Business Domain & Business Website Builder
Annual Tax Preparation & Annual Bookkeeping for Tax Prep
Credit Monitoring
*(done for you credit enhancement program fee separate)
D-I-Y Business Credit
*(done for you credit enhancement program fee separate)V-CFO Pre-funding Strategy
Loan and Documentation Strategy
1 CPA Proof of Income Letter
Access to expansive funding & resource networks
Fundbl 360
Existing to Medium Sized Business
$120,000 - $350,000 in Annual Sales
*Valued at $10,000
Starting at
$295/mo.
a one-time $50 setup fee
Fundabl Growth Evolution Mastery Plan
Monthly Personal Budget & Personal Financial Plan
Business Viability Assessment
Business plan and Financial Forecast
Develop or Update your Funding Pitch
Tax Strategy
Multi-Business Corporate Structuring
*(filing fee separate)
Employer ID Number (EIN)
Business Documents & Operating Agreement
Business Domain & Business CRM
Social Media Management
*(done for you social media program fee separate)
Quarterly & Annual Tax Preparation & Annual Bookkeeping for Tax Prep
Credit Monitoring
*(credit enhancement program fee separate)
D-I-Y Business Credit
*(done for you credit enhancement program fee separate)
V-CFO Pre-funding Strategy
Loan and Documentation Strategy
Business Credit Card App Assistance
Merchant Account Setup
3 CPA Proof of Income Letter
Access to expansive funding & resource networks
Fundbl V-CFO
Medium to Large Size Business
$350,000 - $1 Million+ in Annual Sales
*Valued at $30,000
Starting at
$950/mo.
a one-time $50 setup fee
Fundabl Growth Evolution or Retention Mastery Plan
Monthly Personal Budget & Personal Financial Plan
Business Viability Assessment
Business plan and Financial Forecast
Develop strategies to increase your sales and profitability
Tax Strategy
Multi-Business Corporate Structuring
*(filing fee separate)
Employer ID Number (EIN)
Business Documents & Operating Agreement
Business Domain & Business CRM
Social Media Management
*(done for you social media program fee separate)
Quarterly & Annual Tax Preparation & Annual Bookkeeping for Tax Prep
Credit Monitoring
*(credit enhancement program fee separate)
D-I-Y Business Credit
*(done for you credit enhancement program fee separate)
V-CFO Pre-funding Strategy
Loan and Documentation Strategy
Business Credit Card App Assistance
Merchant Account Setup
10 CPA Proof of Income Letter
Access to expansive funding & resource networks
Fundabl Certified Partner
CFO
info@virtualcfo.com
903-686-9517
"My mission is to provide small businesses and entrepreneurs with education, funding, and ongoing business support to grow their business."
What our customers are saying
Fundabl transformed my small boutique's future. As a first-time entrepreneur, the process of securing funding was daunting. However, Fundabl's personalized approach demystified financial jargon, and their platform connected me with the perfect investor. We secured a significant investment, which has allowed us to expand our inventory and reach new customers. Their team was supportive every step of the way, making a complex process feel accessible and achievable."
Alicia Freeman
Being at the helm of a tech startup means constant innovation and growth, but funding was a bottleneck for us. Fundabl was a game-changer; their platform not only helped us pitch to the right investors but also provided valuable feedback on our business model. Thanks to Fundabl, we secured a funding round that has catapulted our R&D, setting us on a path to disrupt the market. Their expertise in technology startups made all the difference."
Elijah Ketchup
Fundabl revolutionized how our tech startup approached funding. As innovators in a niche market, finding capital for our vision was tough. Fundabl's process bridged this gap, leading us to secure funding that matched our ambitions. This funding has been pivotal in scaling our solutions and impacting our industry significantly. The Fundabl team was a partner in every sense, making what seemed an uphill battle both manageable and successful."
Ivette Bernal