Insight That Moves Capital Forward.
Six standalone modules that connect every party in the community development ecosystem — from borrower readiness through loan packaging, lending, deal flow, network governance, and funder intelligence.
The community development ecosystem runs on disconnected tools — and everyone pays the price
Operators juggle 5-10 fragmented systems. Packagers spend 40 hours assembling what should take days. Lenders receive incomplete packages. Funders wait months for impact data. The tools haven't kept up with the mission.
Six Modules. One Platform.
Each organization builds its own combination. No forced bundles. Bundle discounts for multi-module purchases.
The Compass
Counselor-guided borrower development engine with Fiinsyt Score, SMART goals, and marketplace.
Loan Packaging
Assemble complete loan packages in days, not weeks. Auto-populate from Compass data.
Lending Platform
Full lifecycle loan management with built-in compliance, underwriting, and portfolio monitoring.
Deal Flow
Match pre-qualified borrowers to lending partners by criteria. Blind-then-reveal marketplace.
Network Admin
Govern networks of member centers under one umbrella with cascading configuration and benchmarking.
Stakeholder Intelligence
Real-time grantee visibility for funders with automated multi-format compliance exports.
The Fiinsyt Flywheel
A self-reinforcing cycle that transforms borrower readiness into funded loans.
Assess
Borrowers discover their readiness through The Compass — a structured 5 C's assessment with a Fiinsyt Score that reveals exactly where they stand.
Develop
Guided SMART goals, professional services marketplace, and educational resources build real business capability over time.
Connect
Loan-ready borrowers match to lending partners via Deal Flow — better terms, faster funding, and higher approval rates.
Built for Every Role in the Ecosystem
Seven distinct parties, each with their own portal, workflows, and value proposition.
Operators & TA Providers
SBDCs, SCORE chapters, CDFIs, chambers, and EDOs managing client journeys end-to-end.
See how it works for your center
Borrowers
Small business owners seeking capital readiness through guided assessment and expert resources.
Start your readiness journey Lending Partners
Banks, CDFIs, credit unions, and microlenders receiving pre-qualified loan packages.
See how you get better packages Standalone Packagers
Independent packaging firms and SBA 504 CDC specialists assembling and submitting loan packages.
Package in days, not weeks Network Administrators
State SBDC lead centers and CDFI coalitions governing networks of member organizations.
Govern your network
Funders & Stakeholders
Cities, states, foundations, and CRA-motivated banks funding CDFIs and TA providers.
See your impact in real time
Compass Professionals
Accountants, attorneys, business coaches, and consultants earning through the marketplace.
Grow your practice