ISO operations2 min read

Building a funder panel that fits your leads

Why your funder panel and your lead buying should match, and how to grow a panel that covers more of your files.

A round table with several empty modern chairs and a glowing centerpiece

Your funder panel decides which leads you can turn into deals. Your lead buying should follow it.

Map coverage

List each funder's minimums: revenue, time in business, positions, industries, states and amounts. Where do they overlap, and where are the gaps?

Fill gaps on purpose

If you decline a lot of second position files, add a funder that writes them. If you see many young businesses, find a funder who looks at them.

Feed the panel back into your buy box

Your buy box should only include leads at least one funder will review.

Keep relationships warm

Submit clean files, answer questions quickly and be honest about the merchant. Funders remember brokers who make their job easy.

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How to build a buy box and industries and MCA.

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