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Proprietary & Confidential 2017
Fundbox: Partner Overview
What We Do
Fundboxand partnership Diversified Capital offersbusinessowners
accesstothecredittheyneedto growtheirbusinessinjustafew clicks
Immediate access to working capital.
Simple, fast
application process.
No personal credit
score to get started.
Secure and trusted by
50,000+ businesses.
2
2013
10 FTEs
100 customers
Invoice Financing
Today
120+ FTEs
10,000s of customers
Invoice Financing
Line of Credit
We’re excitedto serve even more small businesseswith ournew Line
ofCredit product, Direct Draw
3
4
Two Core Products
Invoice Financing
Application
Credit score
Decision speed
Max credit line
Repayment term
Pricing
Direct Draw
Fully automated using
accounting software data
Fully automated using bank
account data
No credit pull
~ 1 hour ~ 2 hours
$100,000
12 or 24 weeks 12 weeks
0.5% – 0.8% of original funded amount per week
Qualifications
There are just a few basic qualifications for a business
to be eligible.
5
Invoice
Financing
• The business must be invoicing their
customers and have open, unpaid
invoices
• The business must be using Quickbooks
or other accounting software to do their
invoicing and bookkeeping1
Direct Draw • The business must have a business
checking account that represents most of
that business’s activity
Proprietary & Confidential 2017
Comparison Chart
6
Products
offered
Invoice Financing
Line of Credit
Line of Credit Term Loan
Line of Credit
Invoice Factoring
Line of Credit
Time to
approval
1-2 hours Hours to days Hours to days Up to 24 hours
Time to
funding
As soon as next
business day
Up to several
days
Up to several
days
Up to several days
Application Fully automated- just
connect your bank
account or
accounting software
Connect bank
account, submit
for a credit pull
Fill out lengthy
online
application,
submit for a
credit pull
Connect bank
account, submit
for a credit pull
No FICO
Required?
Intuit
AppCenter
ProAdvisor
Pick
PRODUCT DEMO
Diversified Capital Finance partners with Fundbox to keep
your Cash Flow moving.
7
It takes seconds to register for an account...
We only ask for name, email and phone number
8
Next, connect either your accounting system…
Invoice
Financing
9
Or your bank account…
Direct Draw
10
Upon approval, start accessing “Your” credit!
Advance an invoice
and the full value will
be transferred to your
account
11
The types of businesses we serve
12
The result: amazing customer reviews
Fantastic App For Small Biz
March 16, 2016
I love Fundbox. I have been in
business almost 6 years and have
high regular payroll expenses, but
commercial accounts want me to
wait 30 days to get paid. Fundbox
helps me bridge the gap. It's so
helpful! I highly recommend to
any small business owner.
Great Service
April 13, 2016
Fundbox is very easy to use and offers excellent
customer service. I would highly recommend them to
any small business owner.
13
Contact
Glen Shefkowitz
Funding Manager
310-707-1238 DIRECT LINE
glen@diversifiedcapitalfund.com
16

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Invoice Financing at its finest!!

  • 1. Proprietary & Confidential 2017 Fundbox: Partner Overview
  • 2. What We Do Fundboxand partnership Diversified Capital offersbusinessowners accesstothecredittheyneedto growtheirbusinessinjustafew clicks Immediate access to working capital. Simple, fast application process. No personal credit score to get started. Secure and trusted by 50,000+ businesses. 2
  • 3. 2013 10 FTEs 100 customers Invoice Financing Today 120+ FTEs 10,000s of customers Invoice Financing Line of Credit We’re excitedto serve even more small businesseswith ournew Line ofCredit product, Direct Draw 3
  • 4. 4 Two Core Products Invoice Financing Application Credit score Decision speed Max credit line Repayment term Pricing Direct Draw Fully automated using accounting software data Fully automated using bank account data No credit pull ~ 1 hour ~ 2 hours $100,000 12 or 24 weeks 12 weeks 0.5% – 0.8% of original funded amount per week
  • 5. Qualifications There are just a few basic qualifications for a business to be eligible. 5 Invoice Financing • The business must be invoicing their customers and have open, unpaid invoices • The business must be using Quickbooks or other accounting software to do their invoicing and bookkeeping1 Direct Draw • The business must have a business checking account that represents most of that business’s activity
  • 6. Proprietary & Confidential 2017 Comparison Chart 6 Products offered Invoice Financing Line of Credit Line of Credit Term Loan Line of Credit Invoice Factoring Line of Credit Time to approval 1-2 hours Hours to days Hours to days Up to 24 hours Time to funding As soon as next business day Up to several days Up to several days Up to several days Application Fully automated- just connect your bank account or accounting software Connect bank account, submit for a credit pull Fill out lengthy online application, submit for a credit pull Connect bank account, submit for a credit pull No FICO Required? Intuit AppCenter ProAdvisor Pick
  • 7. PRODUCT DEMO Diversified Capital Finance partners with Fundbox to keep your Cash Flow moving. 7
  • 8. It takes seconds to register for an account... We only ask for name, email and phone number 8
  • 9. Next, connect either your accounting system… Invoice Financing 9
  • 10. Or your bank account… Direct Draw 10
  • 11. Upon approval, start accessing “Your” credit! Advance an invoice and the full value will be transferred to your account 11
  • 12. The types of businesses we serve 12
  • 13. The result: amazing customer reviews Fantastic App For Small Biz March 16, 2016 I love Fundbox. I have been in business almost 6 years and have high regular payroll expenses, but commercial accounts want me to wait 30 days to get paid. Fundbox helps me bridge the gap. It's so helpful! I highly recommend to any small business owner. Great Service April 13, 2016 Fundbox is very easy to use and offers excellent customer service. I would highly recommend them to any small business owner. 13
  • 14. Contact Glen Shefkowitz Funding Manager 310-707-1238 DIRECT LINE glen@diversifiedcapitalfund.com 16