Built for the brokerages that guide the funding journey.
If your firm helps small businesses get funded, UpShyft gives you the system to do it repeatably, securely, and at scale.
Funding & business-credit brokerages
You juggle spreadsheets, a CRM, and tribal knowledge of which bank comes first. UpShyft runs your funding paths on one platform — consistent across every staffer and client.
Run your funding paths →Business-credit consultants & coaches
Your method is your value. UpShyft turns it into a product your clients can see — a scored readiness assessment and a step-by-step path under your brand.
Productize your method →Advisory & fractional-CFO shops
Offer funding readiness without building it. Add a scored, secure, branded funding offering to your advisory practice — and keep clients moving.
Add a funding offering →You keep your edge. We scale it.
A marketplace commoditizes you — thousands of products, one generic engine, your clients' data in a CRM. UpShyft encodes the thing that makes you money: your method, your relationships, your judgment.
The marketplace approach
The UpShyft approach
The same assess-then-guide framework will extend to adjacent verticals over time — on the roadmap.
See UpShyft framed for your firm.
Bring your book — we'll show you the funding path, the portal, and the security model live.