fundboo.

Fundboo Map

A 360-degree map of the member file: identity, profile, business position, funding path, protection, and long-term structure.

Profile Goal
800+
Across all three bureaus
Funding Goal
$350K
Per business
Funding Readiness
5 / 7
Standards in place
Live Queue
6
Member file
Map Foundation
The original map starts with intake and position mapping. Fundboo should understand the whole member position before it tells the file what to do next.
Live
Verify Identity
Government ID, proof of address, and bank statements confirm the member file before anything else moves.
Open
Position Mapped
Personal bureaus, business bureaus, and secondary data should all be read together before the plan is set.
Open
Business Position
Entity age, state standing, banking, businesses, and properties all belong inside the same map.
Open
Position Inputs
Mapped
ExperianEquifaxTransUnionDun & BradstreetExperian BusinessEquifax BusinessLexisNexisChexSystems
Top Profile Score
645
Verified Docs
3
Map Scope
16
Map Sequence
The original Fundboo Map was a staged roadmap. This is the live sequence from intake through education, with each step connected to the right operating surface.
Open Blueprint
Profile
Map the member position before anything gets forced out of order.
4 steps
01
Intake
Identity documents, address stability, and the full starting file.
Open
02
Assess
Personal bureaus, business bureaus, secondary data, and the full position.
Open
03
Review
Action plan, priorities, and sequence based on what the file actually needs.
Open
04
Dispute
Letter flow, bureau replies, escalation, fax, mail, and support documents.
Open
Build
Strengthen the member and business position until the file is truly ready.
4 steps
05
Build
Placements, positive reporting, and profile-strengthening moves.
Open
06
Banking
Operating accounts, reserve posture, and bank relationship quality.
Open
07
Structure
Entity age, LLC standing, EIN, and the operating framework.
Open
08
Operations
Compliance, bookkeeping, records, and day-to-day stability.
Open
Position
Use the mapped file to support expansion, protection, and long-term control.
4 steps
09
Holding
Parent-entity positioning and ownership structure.
Open
10
Fund
Readiness, lender sequencing, application order, approvals, and stack.
Open
11
Real Estate
Property strategy, occupancy, ownership, and finance alignment.
Open
12
Insurance
Protection around the member, entities, and operating risk.
Open
Legacy
Extend the map beyond today’s file into wealth protection and long-term transfer.
4 steps
13
Investments
Reserve strategy, market exposure, and longer-term capital placement.
Open
14
Foundation
Giving structure, planning, and broader tax positioning.
Open
15
Trust
Trust structure and asset-protection planning.
Open
16
Education
Knowledge transfer, records, and long-term continuity.
Open
What Fundboo Map Covers
The map should be wider than the report. It should connect the member profile, businesses, properties, operations, and the path to capital.
Open Funding
Identity and household stability
Personal profile and bureau movement
Business structure and operations
Banking and cash-flow posture
Disputes, replies, and escalation
Funding readiness and lender sequencing
Properties and real estate moves
Protection, trusts, and long-term planning