Yes! You can be an Investor, Lender, Borrower, Admin, and Funder at the same time. Easily switch between roles and access role-specific dashboards.

We use Two-Factor Authentication (2FA), KYC verification, and audit logs to ensure your account and activity are fully protected.

Absolutely. Funds Accounted allows you to manage loans (short-term, long-term, convertible) and track your equity investments, stock portfolios, and more.

You can automate the entire loan disbursement workflow, set repayment schedules, calculate interest rates, and track repayments easily.

You can generate detailed loan summaries, investment performance reports, fund analytics, and export them in PDF or Excel formats.

Yes! You can add multiple bank accounts, track cash flow, manage revenues and expenses, and generate transaction histories.

Yes. The app can send automated payment reminders, overdue warnings, and manual prompts via in-app notifications and email.

Yes, we offer a mobile app (Android/iOS) and a web app built on Blazor WebAssembly for seamless access across devices.

Yes! We’re working on e-signature integrations, open banking APIs, tax compliance modules, and a helpdesk chat system to make your experience even better.

You can securely upload your ID documents during profile setup. Our system verifies your identity to meet compliance standards and protect all users on the platform.

You can easily record all capital contributions (capital in) and withdrawals (capital out) from your investments. Detailed ledgers with timelines help you monitor your investment journey.

When a convertible loan reaches maturity or hits a conversion trigger (like valuation caps or discounts), the platform automatically generates the equity entry and maintains a complete audit trail.

Yes! You can track the performance, risk, and return of your entire investment portfolio — including real-time or manual valuation updates for securities.