Financial Network FAQ
Q: What is my Funding Profile, and how do I update it?
Your Funding Profile is a summary of your business’s financial and operational details, including your business type, revenue, funding needs, and ownership. This information helps our funding partners understand your business when providing support or evaluating potential funding.
To update your Funding Profile:
- Login to FINSYNC (app.finsync.com)
- Navigate to the Financial Support section under Financial Network in the left-hand menu.
- In the top right corner of the screen, click the Funding Profile button.
- Review your Funsding Profile details and make any necessary updates.
- Click Save to apply your changes.
Keeping your Funding Profile up to date ensures your information is current when connecting with funding partners or exploring funding options.
Q: How do I start to get funding matches?
Within the Financial Network, click Financial Support, then click “Get Matched” under Get Funding. You’ll be guided through a short set of questions to complete your Funding Navigator Profile. Once submitted, Fynn will begin searching for funding partners that align with your business needs.
You can always return later to update your profile and see new matches as your business evolves or more partners join.
Q: What happens after I complete the Funding Navigator profile?
Once your Funding Navigator profile is complete, FINSYNC uses your responses to match you with potential funding partners based on your needs.
- If matches are found, they’ll appear in your Funding Matches section.
- Click View Profile to learn more about each partner and decide whether to request a connection.
- If no matches show up right away, don’t worry, it doesn’t mean you’re ineligible for funding. It may just mean there isn’t a current fit.
- Fynn will continue monitoring and notify you immediately when new partners are added or your eligibility improves.
- In the meantime, you can update your profile or directly invite a banker or investor if you already have someone in mind.
Q: How are funding matches determined?
Funding matches are based on how well your business details align with what funding partners are looking for. The more complete and current your profile, the better the matches.
Remember to update your Funding Navigator Profile regularly. New matches may appear as your business grows or new funders join the network.
Q: What’s the next step after viewing my funding matches?
Click See Profile to explore what each funding partner offers and who you can connect with. You’ll also see listed contacts you can connect with directly.
When you’re ready, click Connect to request an introduction; there’s no commitment, so you’re free to explore multiple options to find the best fit.
Q: How does Fynn improve my Funding Navigator matches over time?
Fynn is powered by AI that learns and improves over time, helping funding navigator match your business with the right funding partners as both your profile and the Financial Network evolve.
As you update your Funding Navigator Profile with key details like revenue, business type, funding needs, and ownership, Fynn uses this information to evaluate which lenders or investors are the best fit. The more complete and up-to-date your profile is, the smarter Fynn becomes at delivering quality matches.
- Every update gives Fynn better insight into your business stage, goals, and funding readiness.
- As your business evolves, Fynn adjusts its recommendations based on the most recent information you’ve provided.
- When new funding partners join the financial network or existing partners update their criteria, Fynn automatically re-evaluates your funding navigator profile to see if there’s a better fit.
- The more you engage with Fynn, the more personalized and relevant your funding matches become.
Keep your Funding Navigator Profile up to date and make it a habit to check back regularly. New matches can surface at any time, and Fynn is always working behind the scenes to find the right fit for your business.
Q: Who am I connecting with when I click “Connect” within the Financial Network?
You’re connecting with a real person from a funding partner’s team. They’ve opted into the platform and are actively looking to support businesses like yours.
Once your connection request is accepted, you’ll be able to message each other directly through the platform.
Q: Can I invite my own banker or investor to the Financial Network?
Yes! If you’re already working with a banker or investor (or have someone in mind) you can invite them directly though FINSYNC.
They’ll get secure access to your Funding Profile so they can see where your business stands and offer guidance on the next steps. It’s a simple, professional way to collaborate, reduce back-and-forth, and make meaningful progress together.
And while you focus on the relationship, Fynn continues working in the background, learning and improving your funding matches as your business evolves.
Q: Where can I see who I am connected to within the Financial Network?
Check the Connections section under the Financial Support tab.
You’ll see a list of:
- People you've contacted
- Status of each connection
- Any ongoing conversations
This is your space to follow up, track replies, and manage your funding relationships.
Q: Can I connect with more than one funding partner?
Absolutely! Connecting with multiple funding partners gives you more opportunities to compare, learn, and find the best fit. Each request can be accepted or declined, so casting a wider net often leads to better results.
Q: When should I expect to hear back from someone I’ve connected with?
Response times vary, but most partners respond within a few business days.
If you haven’t received a reply, head to the Connections section in your Financial Network tab to follow up. While you wait, feel free to explore other matches and send additional connection requests to keep your momentum going.
Q: I clicked “Connect” with a banker. What happens now?
Your funding profile is shared with a funding contact at that institution. They’re notified and can review your information to decide on next steps. Most respond within a few business days. You can track the status in your Connections tab.
Q: Why should I invite a banker through FINSYNC?
Inviting a banker through FINSYNC gives them a secure, organized view of your funding profile and business details to determine fit. No messy email threads or repeated document requests.
Bankers can also set criteria for what they need to see in your profile. If you don’t qualify today, they’ll be notified automatically if and when you meet their requirements.
Q: What if I’m already working with a banker or have someone in mind?
Great! You can still invite them to connect through FINSYNC. This allows them to view your completed funding profile, respond with feedback, and stay informed as your business evolves.
The FINSYNC platform helps organize the relationship by making your information easier to access and track, while also reducing the need for repeated document requests or unclear follow-ups.
Q: Why should I invite an investor through FINSYNC?
Inviting an investor through FINSYNC gives them access to your funding profile in a structured and secure way. This allows them to quickly understand your business, assess the opportunity, and request additional information if needed.
If an investment is made, they can receive automated quarterly updates to stay informed about your progress without requiring manual outreach.— helping maintain transparency and reduce back-and-forth..
Q: What if I already have an investor in mind?
If you’re already in contact with an investor, you can invite them to view your funding profile through FINSYNC. This gives them a centralized place to review your business details, ask follow-up questions, and request documents.
Once they’re connected, they can stay up to date through automatic updates and reference your information at any time. This helps reduce back-and-forth emails and provides a consistent way to manage the relationship moving forward.