Make Your CDFI Application Process Simple, Accurate & Fast
MyFund Workbook App is a secure, user-friendly, cloud-based tool that helps you prepare all of your data for CDFI Fund applications.
MyFund customizes applications to your organization and provides guided data entry, compliance checks, collaboration tools and even trends and insights you can use to apply with confidence.
Why Choose MyFund?
MyFund is customized for your organization and has everything you need to prepare your applications. Step-by-step guided worksheets allow you to:
Dramatically Reduce Prep Time
Auto-population and smart formulas shave days off your application process.
Ensure Accurate Data Entry
Smart formulas autofill and calculate important data to ensure consistency across your application.Provide Quality Control
Instant compliance feedback highlights areas needing updates and makes sure your application is error-free.Make Team Collaboration Easy
Built-in tools and to-do lists streamline workflows and prevent duplicated efforts.Streamline Future Applications
Save your organization's financial and profile data to auto-start next year’s applications.
Your Premier Partner for CDFI Loan Funds
With decades of experience, Friedman Associates is the go-to expert for preparing winning applications.
Largest CDFI consultancy for Loan Funds
Founded by CDFI executives and professionals (Just like you!)
Trusted advisors to the CDFI Fund
of our clients get certified
on the first try
Available Applications in MyFund
-
Certification Application
Whether you are certifying for the first time or recertifying your CDFI we have you covered with DIY or Consultant-Assisted Certification Products.
-
FA/TA Applications
What should we know about the services you provide? Better descriptions result in more sales.
How MyFund Works
1 Choose Your Plan
DIY or Full Consulting Services for Certification, Recertification, or FA/TA applications.
2. Get Started
F|A sets up your account, so you can start entering your financial data and documents immediately.
3. Input Data with Confidence
Automatic error checks, guidance, and calculations keep your application compliant.
4. Review and Submit
Once finalized, MyFund generates an Excel document with all relevant data for AMIS™ submission—or let us handle the submission for you.
Ready to Get Started?
Contact us today to get pricing and begin your journey to funding success!