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What does the matchmaking questionnaire ask, and what happens if I skip questions?

Matchmaking criteria now live on the project.

Written by Kaylan Pepin

Matchmaking now lives on the project. The questions are on the project's Criteria tab and in the Matchmaking step of a funding request. You answer them once, and every lender is checked against the same answers.

The criteria cover the core inputs lenders care about:

  • Funding amount and use of funds

  • Formation and legal details

  • Operations, including time in business and industry

  • Banking

  • Revenue, assets and liabilities

  • Credit and collateral

Walkthrough

Click through the walkthrough above to see the criteria turn into recommended lenders.

Let AI fill them in

Click Autofill on the Criteria tab to pre fill answers from the business profile and past applications. Any answer can be changed if it is wrong.

If you skip questions

The progress bar shows how many required questions are answered. Matching runs once the required ones are done. If some lenders still need more information, the assistant on the Matches step tells you which answers would unlock the most lenders, so you know what is worth filling in first.


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