Case Study: Fundbox cuts reporting time in half and boosts leverage with Setpoint.io

Fundbox cuts reporting time by 50% with Setpoint.io

Fundbox, a small-business lending company, faced the challenge of manually managing its growing number of debt facilities. This process was not scalable, consumed significant team hours for monthly reporting, and required engineering support for any changes. To scale its capital markets operations without increasing headcount, Fundbox chose to implement Setpoint's Capital OS platform for borrowing base creation and funding optimization.

By using Setpoint, Fundbox automated its daily loan tape ingestion, asset allocations, and reporting. The solution provided an optimization framework to maximize leverage and a dual-sided platform for streamlined lender collaboration. The results included a 50% reduction in reporting time and a 2-3% increase in debt drawn due to more optimal loan allocations. Setpoint delivered these efficiency gains without Fundbox having to build or maintain any internal infrastructure.

Fundbox