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Drafts
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Select a draft or create one
Merchants
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Select a merchant to view files
Funders
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Dashboard
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Pipeline
or click a header to filter/sort
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Settings
Sign-in & recovery
Your backup email is the address password-reset links are sent to. Keep it
somewhere outside your work mailbox — if you lose access to that mailbox,
this is what gets you back in.
⚡ Performance diagnostics
Records what this device is actually doing — frozen time, which code caused it,
how big and slow each request was, and how long each keystroke took to show up.
Press record, then go and use the app the way that feels slow (search the pipeline,
open the inbox). Come back here when it stops.
Edit Funder
Submission method
Submission email(s)
(one per line if multiple)
The funder gets its own email instead of being bundled into the shared Bcc. Use this when the funder wants to see their team in the To/Cc.
Deal desk reference
Upload funding criteria
Drop a PDF, image, or paste the funder's criteria text below. Claude will summarize and save it for future reference.
Choose merchant folder
Merchant folder
Save application to Drive
Merchant folder — auto-filled from email, edit or pick below
Save into — which folder inside the merchant folder
Add to submission draft
Choose statements to include
Select which statement files to attach to the draft email.
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Scrubbing with Claude…