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How to match funders automatically for a deal?

See how our Auto Funder Matching can speed up your submissions

V
Written by Victor Fteha
Updated this week

Here's a quick video showing how to select funders from the Matched Funders and submit:
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​https://screen.studio/share/bv1DxCbt

If a certain funder does not appear in the Matched Funders table, but you believe it should, that means a required field is missing.

Either:

  1. One of the deal's criteria fields is blank. You can check within the deal under the Criteria tab. Make sure every field is filled out.

  2. Or, one of the funder's criteria fields is blank. You can check within the funder under the Criteria tab. Make sure every field is filled out. If the funder does not have a specific requirement for that criteria point, you can use a placeholder value. For minimums we like to use -9999999 and for maximums 9999999.

Once you've made sure that both the deal and funder criteria are filled out, then the funder should appear either in the "Matched Funders" or "Filtered Out" funders tables.

If it's in the Filtered Out table, you can hover over that funder and click "Mismatch Reason" to display the reasons why it was not a good fit for this deal. The reasons will appear directly below the Filtered Out table.

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