Capital

Find the right financing for every deal

Compare lenders, model loan scenarios, and track your debt pipeline from term sheet to closing.

FundDirector helps you organize and manage the debt sourcing process. Track lender outreach, compare term sheets side by side, and model different financing scenarios to find the best structure for each acquisition or refinancing.

When financing is secured, the loan transitions directly into FundDirector's debt management module — carrying forward all terms, amortization schedules, and covenant requirements with no re-entry.

What's included

Lender relationship management and outreach tracking
Term sheet comparison with side-by-side scenario analysis
Loan scenario modeling (rate, term, LTV, DSCR impact)
Pipeline tracking from application through closing
Document management for loan packages

How it works

1
Build your lender network
Maintain a directory of lender contacts, their lending criteria, and past deal history.
2
Request and compare terms
Send loan packages, track responses, and compare term sheets side by side with automated scenario modeling.
3
Close and transition
When financing is secured, convert the pipeline entry into a debt record in your portfolio — carrying forward all terms and documents.

Common questions

Does it connect to the debt modeling features?
Yes. Once a loan closes, it transitions directly into FundDirector's debt management module with full amortization schedules, covenant tracking, and maturity alerts.
Can I track multiple quotes per deal?
Absolutely. Compare unlimited term sheets per opportunity with automated analysis of all-in cost, net proceeds, and covenant requirements.

See it in action

Term sheet comparison view
Term sheet comparison view
Loan scenario modeling
Loan scenario modeling

Ready to modernize your fund operations?

Join the next generation of GPs managing their portfolios with clarity and confidence.