You AI Capital Co-Pilot

Launch Your Own
Funding Department in 5 Minutes. Built for Everyone.

Fuel your growth by helping your clients unlock the capital they need to grow theirs.

Trulli gives any agency, entrepreneur, or business the tools to analyze clients, find the best funding options, and match them with trusted lenders — all under your brand.

Clario dashboard showing balance, daily spending limit, savings plans, and real-time expense tracking in a modern interface.

Connections

Connections

Connect your clients to the right capital through Trulli’s network of 500+ trusted lenders.

From banks and credit unions to fintechs, private lenders, revenue-based lenders, and venture funds, Trulli gives you instant access to a vast capital ecosystem so every client gets matched with the right funding solution every time.

From banks and credit unions to fintechs, private lenders, revenue-based lenders, and venture funds, Trulli gives you instant access to a vast capital ecosystem so every client gets matched with the right funding solution every time.

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How it works

How Trulli Works
in 3 Simple Steps

How Trulli Works
in 3 Simple Steps

Trulli turns you into the ultimate resource for your clients. With intelligent analysis, lender matching, and capital roadmaps, you’ll help your clients reach their goals faster and position yourself as the expert who makes it happen.

  • Send Out 2 New Offers

    Due on 2nd july

  • Complete Deal Analysis For RBD LLC

    2 days ago

  • Credit Analysis For James

    Cancelled by user

  • Lender List For Ontario Deal

    70% prepared

  • Payment reminder

    sent to selected clients

  • Send Out 2 New Offers

    Due on 2nd july

  • Complete Deal Analysis For RBD LLC

    2 days ago

  • Credit Analysis For James

    Cancelled by user

  • Lender List For Ontario Deal

    70% prepared

  • Payment reminder

    sent to selected clients

Step 1

Credit Analysis

Credit Analysis

AI instantly breaks down your client’s credit and business profile to reveal what’s holding them back and how they can qualify for more capital. No spreadsheets or guesswork, just clear insights that put you in control of every funding conversation.

AI instantly breaks down your client’s credit and business profile to reveal what’s holding them back and how they can qualify for more capital. No spreadsheets or guesswork, just clear insights that put you in control of every funding conversation.

Step 2

Lender Matching

Lender Matching

Trulli matches your client to the right banks and lenders in seconds. It uses credit logic, a sequencing strategy, and our built-in Rolodex of 500+ funders to find the best-fit capital stack for each unique profile.

Trulli matches your client to the right banks and lenders in seconds. It uses credit logic, a sequencing strategy, and our built-in Rolodex of 500+ funders to find the best-fit capital stack for each unique profile.

Lender Matching in Progress…

Opened

Analysed

Reviewed

Lender Matching in Progress…

Opened

Analysed

Reviewed

Hey Jesse!

This is your Current Deals Overview

+

$41,000.00

Deals Overview

Mo

Tu

We

Th

Fr

Sa

Su

New Potential Deal

$90,000

Deal Closed

$39,191

Deal Closed

+129.191$

Hey Jesse!

This is your Current Deals Overview

+

$41,000.00

Deals Overview

Mo

Tu

We

Th

Fr

Sa

Su

New Potential Deal

$90,000

Deal Closed

$39,191

Deal Closed

+129.191$

Step 3

Capital Blueprint Delivery

Catch Top Deals with Trulli

Build professional, white-labeled funding plans on the spot that make you the go-to expert for your clients. Each client receives a full capital roadmap that clearly outlines their best path to funding. You get the power to close deals faster, grow revenue, and operate like a top-tier capital partner with no extra team members or complexity.

Build professional, white-labeled funding plans on the spot that make you the go-to expert for your clients. Each client receives a full capital roadmap that clearly outlines their best path to funding. You get the power to close deals faster, grow revenue, and operate like a top-tier capital partner with no extra team members or complexity.

All-in-One, Purpose-Built for Operators

All-in-One, Purpose-Built for Operators

Everything You Need to
Launch & Scale with Confidence

Everything You Need to Launch & Scale a Funding Business

AI Credit Analysis

Instantly interpret credit data, business profiles, and financials to deliver actionable insights and ready reports that show clients exactly where they stand and how to improve.

AI Credit Analysis

Instantly interpret credit data, business profiles, and financials to deliver actionable insights and ready reports that show clients exactly where they stand and how to improve.

Smart Lender Matching

Connect your clients to the best-fit lender or funding product using AI-powered sequencing logic and Trulli’s network of 500+ trusted lenders.

Smart Lender Matching

Connect your clients to the best-fit lender or funding product using AI-powered sequencing logic and Trulli’s network of 500+ trusted lenders.

Pipeline & CRM Hub

Manage clients, track deals, and keep every opportunity moving in one organized dashboard so nothing falls through the cracks.

Pipeline & CRM Hub

Manage clients, track deals, and keep every opportunity moving in one organized dashboard so nothing falls through the cracks.

AI Capital Blueprints

Generate complete funding plans, applications, and strategies in minutes. Trulli’s AI delivers professional, client-ready capital blueprints that you can share instantly under your brand.

AI Capital Blueprints

Generate complete funding plans, applications, and strategies in minutes. Trulli’s AI delivers professional, client-ready capital blueprints that you can share instantly under your brand.

White-Label Delivery

Deliver your clients a seamless, branded experience while Trulli does the heavy lifting behind the scenes — analyzing credit, matching lenders, and managing fulfillment automatically.

White-Label Delivery

Deliver your clients a seamless, branded experience while Trulli does the heavy lifting behind the scenes — analyzing credit, matching lenders, and managing fulfillment automatically.

Embedded Finance Infrastructure - Instant Funding Coming Soon

Access an entire funding ecosystem powered by AI and automation. Skip the build, simplify operations, and give your clients a capital experience that keeps them coming back.

Embedded Finance Infrastructure - Instant Funding Coming Soon

Access an entire funding ecosystem powered by AI and automation. Skip the build, simplify operations, and give your clients a capital experience that keeps them coming back.

Reviews

Reviews

Straight from the professionals
who made Trulli their unfair advantage.

Straight from the people who use Trulli every day.

Trulli gives business owners, agencies, and consultants a new way to stand out. It turns funding confusion into clarity and every conversation into an opportunity to help clients grow.

Trulli gives you the speed, automation, and lender access to amplify your business without the chaos.

“I’m a business broker and the hardest part of closing deals was always the financing hurdle. With Trulli I have an AI partner that analyzes deals, lines up lenders, and shows buyers exactly how to get funded. It makes my brokerage far more competitive.”

Jenna Morales

Business Broker

“As an executive coach I help leaders scale their companies. Capital is always part of that conversation. Trulli lets me provide an actual funding solution, not just advice. It makes my coaching practice more valuable and sticky.”

Theo B.

Executive Coach

“As a tax accountant, my clients constantly ask me where to get capital. Before Trulli I had to refer them out. Now I can generate full funding blueprints under my own brand in minutes. I added a new service line and turned it into a six figure revenue stream.”

Mario A.

CPA & Tax Strategist

“We run a marketing agency and our clients often need ad spend financing to scale. With Trulli we set up a white label portal that makes us look like we have an entire funding division. Now we don’t just drive growth, we help fund it.”

Priya Nair

Marketing Agency Owner

“In credit repair, clients eventually want to leverage their improved credit. Instead of sending them away, I can hand them a funding plan branded as mine. Trulli turned me from just fixing credit into running a real funding business.”

Tasha L.

Credit Repair Specialist

“I always wanted to start my own business but I didn’t know where to begin. Trulli gave me everything I needed to launch a funding brokerage in minutes. Now I help other business owners get access to the capital they need, and I built a company of my own in the process.”

Ryan S.

Entrepreneur & Funding Broker

“I’m a business broker and the hardest part of closing deals was always the financing hurdle. With Trulli I have an AI partner that analyzes deals, lines up lenders, and shows buyers exactly how to get funded. It makes my brokerage far more competitive.”

Jenna Morales

CEO

Business Broker

“I’m a business broker and the hardest part of closing deals was always the financing hurdle. With Trulli I have an AI partner that analyzes deals, lines up lenders, and shows buyers exactly how to get funded. It makes my brokerage far more competitive.”

Jenna Morales

CEO

Business Broker

“As an executive coach I help leaders scale their companies. Capital is always part of that conversation. Trulli lets me provide an actual funding solution, not just advice. It makes my coaching practice more valuable and sticky.”

Theo B.

Manager

Executive Coach

“As an executive coach I help leaders scale their companies. Capital is always part of that conversation. Trulli lets me provide an actual funding solution, not just advice. It makes my coaching practice more valuable and sticky.”

Theo B.

Manager

Executive Coach

“As a tax accountant, my clients constantly ask me where to get capital. Before Trulli I had to refer them out. Now I can generate full funding blueprints under my own brand in minutes. I added a new service line and turned it into a six figure revenue stream.”

Mario A.

Designer

CPA & Tax Strategist

“As a tax accountant, my clients constantly ask me where to get capital. Before Trulli I had to refer them out. Now I can generate full funding blueprints under my own brand in minutes. I added a new service line and turned it into a six figure revenue stream.”

Mario A.

Designer

CPA & Tax Strategist

“We run a marketing agency and our clients often need ad spend financing to scale. With Trulli we set up a white label portal that makes us look like we have an entire funding division. Now we don’t just drive growth, we help fund it.”

Tina Rossell

Founder

Reindeer Hub

“We run a marketing agency and our clients often need ad spend financing to scale. With Trulli we set up a white label portal that makes us look like we have an entire funding division. Now we don’t just drive growth, we help fund it.”

Tina Rossell

Founder

Reindeer Hub

“We needed a quick turnaround, and Daniel delivered a Framer site that was not only fast but visually stunning. Highly recommend.”

Jenna Morales

Design Lead at LaunchNest

“We needed a quick turnaround, and Daniel delivered a Framer site that was not only fast but visually stunning. Highly recommend.”

Jenna Morales

Design Lead at LaunchNest

“His attention to detail is unmatched. Our mobile app now feels intuitive and premium—our users noticed the difference right away.”

Theo Barnes

Product Manager at Driftly

“His attention to detail is unmatched. Our mobile app now feels intuitive and premium—our users noticed the difference right away.”

Theo Barnes

Product Manager at Driftly

“Working with Daniel felt like working with a creative partner, not just a designer. He brought clarity and elegance to our digital presence.”

Marcus Allen

CEO at Wellnest

“Working with Daniel felt like working with a creative partner, not just a designer. He brought clarity and elegance to our digital presence.”

Marcus Allen

CEO at Wellnest

“Daniel took our messy vision and turned it into something polished, clear, and effective. He truly understands design with purpose.”

Priya Nair

Co-Founder at Kinfolk Goods

“Daniel took our messy vision and turned it into something polished, clear, and effective. He truly understands design with purpose.”

Priya Nair

Co-Founder at Kinfolk Goods

“Professional, thoughtful, and fast. Our new website is not only beautiful but has increased engagement by over 40%.”

Kevin Yates

Director at Elevate Legal

“Professional, thoughtful, and fast. Our new website is not only beautiful but has increased engagement by over 40%.”

Kevin Yates

Director at Elevate Legal

“He just gets it. Daniel has an instinct for what a brand needs, even when you’re still figuring it out yourself.”

Lucia Romero

Founder at Supply Co.

“He just gets it. Daniel has an instinct for what a brand needs, even when you’re still figuring it out yourself.”

Lucia Romero

Founder at Supply Co.

Our Packages

Our Packages

Discover our Packages

Discover our Packages

Trulli gives you the speed, automation, and lender access

to scale your funding business without the chaos.

Trulli gives you the speed, automation, and lender access to scale your funding business without the chaos.

Basic

$149


Features Included:

AI Capital Blueprint Generator

(1 funding plan per month & 1 deal analysis)

AI Capital Blueprint Generator (10 funding plans per month)

Access to Core Lender Rolodex (50+ lenders)

Trulli-branded client-ready reports

Ai Deal Chat Assistant

Pro

Popular

$499


Features Included:

Everything in Basic, Plus Unlimited

Funding Reports

Everything in Basic, Plus Unlimited Funding Reports

Everything in Basic, Plus Unlimited Funding Reports

Unlock the complete lender Rolodex across

all credit tiers (500+) + VCs and Investors

Unlock the complete lender Rolodex across all credit tiers (1200+)

Unlock the complete lender Rolodex across all credit tiers (1200+)

Use AI to analyze deals and build complex funding sequences automatically

Use AI to analyze deals and build

complex funding sequences automatically

White label capabilities & CRM management

Manage your entire pipeline with

enterprise-level CRM and automations

Exclusive early access to upcoming Trulli rollouts including instant funding, deal manager and representative tools, direct lender communication, and free snapshot features


Got questions?
We’ve got answers.

Got questions?
We’ve got answers.

Still wondering if Trulli is right for you? Here are answers to the most common questions.

05

Who is Trulli for?

Trulli is built for anyone who wants to offer funding as a service — credit repair specialists, consultants, accountants, business brokers, agencies, executive coaches, entrepreneurs, or established financial firms. Whether you’re starting small or scaling big, Trulli adapts to your needs.

01

Do I need coding or tech skills to use Trulli?

No—Trulli is 100% no-code. You can launch your funding business without developers immediately.

02

How does the AI funding analysis work?

Our AI analyzes your client’s credit profile, business data, and funding needs, then compares it against lender approval criteria. It generates a customized funding sequence with product recommendations, timing, and application strategies designed to maximize approval odds.

03

Does Trulli replace my CRM?

Trulli includes built-in deal tracking and task hub, so for many users it can serve as your core CRM for funding. If you already use a CRM, Trulli can complement it by focusing specifically on capital intelligence and deal flow.

04

Can I use my own branding?

Yes—our white-label option lets you deliver reports, portals, and documents under your own brand.

05

Which lenders are included?

You’ll have access to a growing database of more than 1,200 lenders across the U.S. This includes banks, credit unions, fintech platforms, private lenders, and niche industry-specific providers.

06

Is my client data secure?

Absolutely. We use bank-grade encryption and comply with financial data security standards.

07

What makes Trulli different from other funding platforms?

Most platforms only connect you to lenders. Trulli gives you an AI-powered capital partner — one that analyzes, sequences, and strategizes like a funding CEO. It’s not just a marketplace, it’s an operating system for running your own lending arm.

08

Can I upgrade or downgrade anytime?

Yes—plans are flexible. Upgrade as you grow, downgrade if needed. No hidden fees.

05

Who is Trulli for?

Trulli is built for anyone who wants to offer funding as a service — credit repair specialists, consultants, accountants, business brokers, agencies, executive coaches, entrepreneurs, or established financial firms. Whether you’re starting small or scaling big, Trulli adapts to your needs.

01

Do I need coding or tech skills to use Trulli?

No—Trulli is 100% no-code. You can launch your funding business without developers immediately.

02

How does the AI funding analysis work?

Our AI analyzes your client’s credit profile, business data, and funding needs, then compares it against lender approval criteria. It generates a customized funding sequence with product recommendations, timing, and application strategies designed to maximize approval odds.

03

Does Trulli replace my CRM?

Trulli includes built-in deal tracking and task hub, so for many users it can serve as your core CRM for funding. If you already use a CRM, Trulli can complement it by focusing specifically on capital intelligence and deal flow.

04

Can I use my own branding?

Yes—our white-label option lets you deliver reports, portals, and documents under your own brand.

05

Which lenders are included?

You’ll have access to a growing database of more than 1,200 lenders across the U.S. This includes banks, credit unions, fintech platforms, private lenders, and niche industry-specific providers.

06

Is my client data secure?

Absolutely. We use bank-grade encryption and comply with financial data security standards.

07

What makes Trulli different from other funding platforms?

Most platforms only connect you to lenders. Trulli gives you an AI-powered capital partner — one that analyzes, sequences, and strategizes like a funding CEO. It’s not just a marketplace, it’s an operating system for running your own lending arm.

08

Can I upgrade or downgrade anytime?

Yes—plans are flexible. Upgrade as you grow, downgrade if needed. No hidden fees.

Explore the blog

Blog

Blog

Discover the Latest Trulli News

Two colleagues collaborating at a desk, looking at a laptop screen and discussing something with interest.

Pro Tips

How AI is Changing the Way Entrepreneurs Access Capital

AI isn't just a buzzword. It’s transforming how entrepreneurs find, evaluate, and secure business funding. Here's how smart capital intelligence is reshaping the game.

Two colleagues collaborating at a desk, looking at a laptop screen and discussing something with interest.

Pro Tips

How AI is Changing the Way Entrepreneurs Access Capital

AI isn't just a buzzword. It’s transforming how entrepreneurs find, evaluate, and secure business funding. Here's how smart capital intelligence is reshaping the game.

Pro Tips

How One Entrepreneur Built a Funding Brokerage From Scratch Using Trulli

Pro Tips

How One Entrepreneur Built a Funding Brokerage From Scratch Using Trulli

Pro Tips

Why Every Marketing Agency Should Offer Funding Solutions

Pro Tips

Why Every Marketing Agency Should Offer Funding Solutions

Pro Tips

From Credit Repair to Capital Partner: Expanding Your Services With Trulli

Pro Tips

From Credit Repair to Capital Partner: Expanding Your Services With Trulli

Ready for your Capital Co-Pilot?

Launch a full-service lending operation in minutes—AI credit analysis, lender matching, and white-label delivery included.

Ready for your Capital Co-Pilot?

Launch a full-service lending operation in minutes—AI credit analysis, lender matching, and white-label delivery included.

Ready for your Capital Co-Pilot?

Launch a full-service lending operation in minutes—AI credit analysis, lender matching, and white-label delivery included.

How it works

How it works

How Trulli Works
in 3 Simple Steps

Trulli gives you the speed, automation, and lender access to scale your funding business without the chaos.

  • Send Out 2 New Offers

    Due on 2nd july

  • Complete Deal Analysis For RBD LLC

    2 days ago

  • Credit Analysis For James

    Cancelled by user

  • Lender List For Ontario Deal

    70% prepared

  • Payment reminder

    sent to selected clients

  • Send Out 2 New Offers

    Due on 2nd july

  • Complete Deal Analysis For RBD LLC

    2 days ago

  • Credit Analysis For James

    Cancelled by user

  • Lender List For Ontario Deal

    70% prepared

  • Payment reminder

    sent to selected clients

Step 1

Step 1

Credit Analysis

We help you streamline internal operations by automating manual workflows like data entry, reporting, and approval chains saving time and cutting down errors.

Step 2

Step 2

Lender Matching

We help you streamline internal operations by automating manual workflows like data entry, reporting, and approval chains saving time and cutting down errors.

Lender Matching in Progress…

Opened

Analysed

Reviewed

Lender Matching in Progress…

Opened

Analysed

Reviewed

Hey Jesse!

This is your Current Deals Overview

+

$41,000.00

Deals Overview

Mo

Tu

We

Th

Fr

Sa

Su

New Potential Deal

$90,000

Deal Closed

$39,191

Deal Closed

+129.191$

Hey Jesse!

This is your Current Deals Overview

+

$41,000.00

Deals Overview

Mo

Tu

We

Th

Fr

Sa

Su

New Potential Deal

$90,000

Deal Closed

$39,191

Deal Closed

+129.191$

Step 3

Step 3

Top Deals with Trulli

We help you streamline internal operations by automating manual workflows like data entry, reporting, and approval chains saving time and cutting down errors.

You AI Capital Co-Pilot

Launch Your
Ai-Powered Capital Desk in 5 Minutes. Built for Everyone

Streamline your funding process with AI-powered insights, comprehensive deal management, and intelligent analytics.

You AI Capital Co-Pilot

You AI Capital Co-Pilot

Launch Your
Ai-Powered Capital Desk in 5 Minutes. Built for Everyone

Streamline your funding process with AI-powered insights, comprehensive deal management, and intelligent analytics.