Client Portal
Your finances, in one clear view
Every Capnora client gets a live dashboard to track funding progress, monitor business health, exchange documents, and talk to their specialist. Here's a preview.
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Meridian Builders LLC
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MB
In underwriting
Working capital application
$250,000
Progress75%
Funding timeline
- Application submittedMar 3
- Documents verifiedMar 4
- Underwriting reviewMar 5
- Offer & fundingPending
Business health
+12.4%
$184,200
Cash on hand
+8.1%
$96,750
Monthly revenue
-5.2%
$42,300
Outstanding AR
Ready
$150,000
Available credit
Revenue trend
Last 12 monthsMessages
SC
Sarah Chen
2h agoFunding Specialist
Your file is in final underwriting — expect an offer within 24 hours.
CA
Capnora
1d agoSystem
New document request: please upload your March bank statement.
Documents
Term Sheet — Working Capital.pdf
248 KB · Mar 5
Bank Statements — Q1.pdf
1.2 MB · Mar 4
Business Tax Return 2024.pdf
890 KB · Mar 3
Signed Application.pdf
156 KB · Mar 3