FundingTrax

Your partner for your business journey.

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Everything you need to fund your growth

From valuation modeling to investor outreach — FundingTrax brings your entire fundraising workflow into one platform.

Valuation Target Tracking screenshot

Valuation Target Tracking

Set your funding round target and the system reverse-engineers the revenue you need — with DCF and ARR multiple models.

Financial Dashboard screenshot

Financial Dashboard

Track target valuations, required revenue, business unit allocation, and quarterly revenue trends in one view.

Operating Expense Management screenshot

Operating Expense Management

Track quarterly OpEx per business unit, sync with QuickBooks or NetSuite, and monitor profit margin trends.

"I'm blown away."

SM

Seth M.

Former startup founder and CFO (17+ Years Experience), Former Bulge-Bracket Banker

"Top-notch."

BC

Bill C.

Independent Strategy Consultant (25+ Years Experience), Former CEO of startup

A Note From Our Founder

After years of analyzing high-growth companies at the institutional level and running a strategic financial consultancy for small businesses, I saw firsthand how broken early-stage valuation, modeling, and strategic analysis tools are. I built this platform to bridge that gap—giving the ecosystem the elite analytical horsepower used by institutions, stripped of the enterprise complexity and manual calculations. We're here to take the guesswork out of your numbers so you can scale and fundraise with absolute confidence.

JB

Jared Bein

Former Institutional Growth Equity Researcher · Top 10 Asset Manager · Former Independent Small Business Strategic Advisor

Questions or feedback? Contact the founder: Inquiries@fundingtrax.com

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