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FundWisr™
By role · Consultants & advisors

The same rigor,
every client, every time.

You're doing this analysis by hand for every client you work with. FundWisr gives you one consistent, real system to run it, and lets you hand clients something concrete instead of a slide deck.

Same instrument, every client Scoped, time-limited access Client data stays separate
FundWisr™
Live

Consultant access

Scoped per client engagement

RoleConsultant / External
Default accessNone
Granted accessSpecific tools or documents
DurationTime-limited to engagement

Each client relationship is its own scoped invite, never a shared login across clients.

Inside the product

Every client, in the same shape.

One workspace per organization, the same diagnostics, the same document library, and reports you can schedule rather than rebuild each quarter.

Real screens from the product. Every figure shown belongs to a demonstration workspace, so nothing here is a real organization's information.

Command Center

See the whole organization on one screen.

What changed, what is exposed, and what to do about it.

Your path through FundWisr

The same rigor, every client, every time.

One consistent set of real instruments, not a process you rebuild per engagement.

01

Run the Diagnostic Engine for each client

The same 13-domain, 52-question instrument every time, a consistent readiness score you can compare across clients, not a framework you rebuild per engagement.

02

Pressure test ideas in Fit & Feasibility

Score a client's proposed move on seven dimensions against their real profile, with the four computable ones separated from the three that need your judgement. Income Stream Builder covers the same ground for a revenue idea.

03

Build models in Income Stream Builder

Hand clients a real, scored revenue model, not just advice.

04

Deliver through Document Studio

Client-ready memos and plans generated from that client's real data, without starting from a blank page each time.

Real example

Six clients, one standardized process.

A fundraising consultant working with six nonprofit clients used the Diagnostic Engine to standardize her readiness assessments, the same real 13-domain instrument for every client, cutting the time she spent building custom evaluation frameworks for each new engagement by more than half.

Questions, answered plainly.

Can I access multiple clients from one login?+

You're invited into each client's own organization as a Consultant, access scoped to specific tools or documents and time-limited to the engagement. Client data always stays separate; you don't get a single merged dashboard across every client.

What do clients actually receive?+

Real generated documents built from that client's own data, a readiness score, a revenue model, a board memo, not a slide deck or a template with their name dropped in.

Is there pricing for consultants working across several clients?+

Pricing is on the Pricing page. Reach out if you're working with more than a handful of clients regularly.

Stop rebuilding your framework for every client.

Run the same real instruments across every engagement, and hand clients something concrete instead of a slide deck.

FundWisr™ Concierge

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