Let’s face it: Submitting Financial Assistance (FA) and Technical Assistance (TA) applications to the CDFI Fund through the AMIS portal can be challenging. Aside from the hundreds of pages of complicated instructions, the system does not effectively flag specific data entry errors. Many CDFIs struggle to complete their applications and face denials due to easily avoidable errors. It's time for an innovative solution to simplify and improve the application process, ensuring accuracy and quality control for every applicant!

We have one. It's called MyFund, and it makes the application process simple, accurate, and fast! Our secure and user-friendly cloud-based platform makes the process easy and fun—seriously!

• "MyFund is a big deal. It should be the technology solution for every CDFI to simplify and streamline the complex application process." — Brian Depew, Executive Director, Center for Rural Affairs Community Capital.

• "MyFund is a revelation! It ensures we submit complete, accurate, competitive CDFI Fund applications!" — Tate Hill, Executive Director, Access Plus Capital.

• "MyFund calculates the financial ratios the CDFI Fund uses to assess financial health and performance. This helps us create a great case for getting the funding we need!."—Thelma Johnson, Executive Director, Albany Community Together.

How Does it Work?

• Customized for Your Organization: “Fully loaded” with everything you need to meet the application's requirements.

• Guided Step-by-Step Data Entry: Clear instructions that simplify complex requirements, ensuring your application follows the correct steps.

• Time-Saving Features: Smart formulas, such as auto-complete and auto-calculate, will save valuable time!

• Automated Compliance Checks: This check for compliance with CDFI Fund requirements identifies potential issues and guides resolving them.

• Strengthens Your Narrative: MyFund calculates your AAT ratios, the 23 financial ratios used by the CDFI Fund to evaluate your financial health. For a compelling proposal, emphasize key ratios such as portfolio quality, capital adequacy, earnings, and liquidity trends.

• Transfers easily to AMIS: The app creates an XLS file aligned with the AMIS application structure for a faster and easier submission.

With MyFund, you can confidently submit your application, knowing it is accurate and complete. Let's team up and make sure you get the funding you deserve!

Here is a brief introductory video and FAQ with pricing information. Press the easy button and onboard MyFund - your 'quality control expert' for preparing CDFI Fund applications!

Contact myfund@friedmanassociates.net now to purchase a license or to arrange a demo. Good luck!

P.S. Keep coming back for tips and insights to prepare a competitive application!