VaultOS gives Storehouse Funding the operational backbone to manage leads, track funding pipelines, and close capital deals faster. Built for the business owner who treats funding as a craft.
Score, qualify, and route incoming applications automatically. Know which prospects are worth chasing before you spend an hour on a call.
See every deal from first inquiry through funding. Track deal size, stage, expected close date, and commission potential in real time.
Re-engage applicants who go quiet mid-funnel. Personalized touch points that keep deals warm without eating your calendar.
AI pulls key financial metrics from uploaded bank statements and tax returns. Less data entry, more time for strategy.
Funded amounts, commission rates, monthly trends, and revenue projections. The numbers that matter, without the spreadsheet gymnastics.
Continuous monitoring of Bluevine, Fundbox, and other lenders — their rates, products, and positioning shifts, so you're never caught flat-footed.
Most funding companies lose deals to follow-up gaps and bad routing. VaultOS enforces a clean pipeline — every lead gets scored, every stage has a next action, and nothing falls through the cracks.
Lead enters the system. AI scores and qualifies based on stated needs, business type, and funding amount requested.
Documents collected, financial profile built. VaultOS pulls key metrics from statements and flags deal-killers early.
Matched to the right product — card stacking, term loan, or MCA. Best rate, best fit, minimum friction.
Deal closes. Revenue logged. Pipeline updated. Follow-up sequence starts for referrals and repeat business.
VaultOS is the operating system built for Storehouse Funding. Every tool, every metric, every workflow — in one place, updated in real time, running whether you're watching or not.