Context, Objectives & Solution
Fundéa connects professional project leaders with the most relevant public and private funding. The platform qualifies the projects, enriches the business information, links them to a funding database, and then delivers a clear matching to facilitate the work of experts and the support of the files.
A match that is difficult to make reliable with heterogeneous data
Over 2,000 funding lines to be imported from multiple spreadsheets, with different typologies and fields depending on the sources.
Creation of project tracking featuring contact, company, sector, investment, impact, global amount, self-funding, and financing needs.
A need to transform entered data into actionable sheets: project summary, matched financing, and transactional email sent to the user.
Mission objectives
Centralize projects, contacts, companies, and funding in a single Airtable database.
Structure the matching criteria to connect each project to the most relevant programs.
Automate document generation and email delivery of results.
What we have concretely put in place
1
Structuring the project and funding database
Import and organization of submitted financing: aid, European grants, investment funds, bank loans, and other schemes.
Creation of project tracking featuring contact, company, sector, investment, impact, global amount, self-funding, and financing needs.
Implementation of deduplication logic to automatically link a new project to an existing contact when the email is already present.
2
Automate qualification, matching, and delivery
Creation of a Fillout form to collect project information and automatically feed Airtable.
Added company enrichment via SIRET to retrieve key information: structure, creation date, location, legal status, and activity.
Setting up matching via Make, generating summary sheets, and sending transactional emails via Brevo.
Impact & Result
Fundéa now has a central system to transform a project submission into an actionable journey: structured project data, enriched company profiles, organized funding, automated matching, and documents sent to the user. The team can update the funding database, add new lenders or funders, and improve the output throughout the deployment.
Ready to build a system truly tailored to your business?
We discuss to understand how you operate, identify friction points, and see how to structure your CRM, your business tools, or your automations around the actual usage of your teams.
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