There’s never been a better time to step into the business funding space — and you don’t need a finance degree, lender connections, or capital to get started.

With AI-powered capital platforms like Trulli, anyone can build a profitable funding business by helping other entrepreneurs get access to money. Whether you want a side hustle or a full-scale operation, this guide will show you how to get started from scratch.

Step 1: Understand the Opportunity

Small business owners need capital — but most don’t know where to start.

They don’t know what lenders are looking for, what products are best for their situation, or how to improve their chances of getting approved. That’s where you come in.

As a capital advisor or funding strategist, you help business owners:

• Understand what types of funding they qualify for

• Improve their application readiness

• Get matched with lenders and products that fit their profile

You’re not a broker. You’re their capital co-pilot.

Step 2: Use the Right Tools

Traditionally, funding professionals had to memorize lender criteria, build relationships with banks, or manually structure deals. That’s not scalable — or accessible for beginners.

Now, tools like Trulli do the heavy lifting:

• Analyze a client’s credit, business info, and goals

• Match them to relevant funding products from 2,000+ lenders

• Deliver a clear funding sequence: who to apply with, when, and how

• Include white-labeled funding plans, client templates, and consulting frameworks

You get enterprise-level deal intelligence at your fingertips — no experience required.

Step 3: Offer Funding Plans as a Service

Once you’ve onboarded a client, you run their data through the platform. In minutes, you have a tailored plan that shows:

• What they’re eligible for

• What they need to fix

• When and how to apply

• Estimated funding amounts and types

You can package this into a high-value deliverable:
✅ Funding Blueprint (charge $500–$2,000 per plan)
✅ Ongoing Funding Strategy & Credit Optimization
✅ Done-With-You or Done-For-You Capital Consulting

You become the person your clients trust with their growth.

Step 4: Build a Lean, Scalable Business

This isn’t about building a 20-person office. It’s about leverage.

With Trulli:

• You don’t underwrite or process apps — just analyze, advise, and hand off

• You can build your business with just a laptop and a client calendar

• You can offer value on Day 1, even with no finance background

Popular ways people start:

• Solo consultants

• Side hustles for professionals (accountants, coaches, marketers)

• Boutique capital advisory firms

• Embedded funding arms inside existing agencies or services

Step 5: Grow With Partnerships

Once your system is dialed in, you can scale by partnering with others:

• Tax professionals

• Credit repair businesses

• Business coaches

• Loan officers

• Commercial real estate brokers

They send clients your way. You handle the capital plan. Everyone wins.

The Bottom Line

Starting a funding business used to take years of training and industry access. Now it takes the right system, the right platform, and a willingness to learn.

This isn’t just a side hustle. It’s a way to build trust, impact, and a meaningful income by helping others access the fuel they need to grow.