FinovateFall 2014 / P2Binvestor

Presenter Profile:

How they describe themselves: P2Binvestor (P2Bi) is a peer-to-business (P2B) crowdlending platform that uses a patent-pending process to provide a better lending option to growing businesses and a new investment vehicle to accredited and institutional investors. P2Bi uses technology to streamline and scale rigorous underwriting operations while providing thorough due diligence to its investor crowd. Businesses can acquire receivables-secured growth capital of up to $5M, and investors can earn net returns of 7-15% APR. Client deals currently range from $150,000 – $2M.

How they describe their product/innovation: P2Bi is demoing a new borrower dashboard and application process that integrate with QuickBooks Online and streamline the borrower’s path from application to funding. The new functionality allows borrowers to automatically sync financials with their application, sync recurring financial data needed for underwriting and ongoing account analysis, and submit invoices for funding. P2Bi is also demoing new underwriting functionality that creates efficiencies for underwriting and account management processes.

Product distribution strategy: Direct to Business (B2B), partners, referrals, digital marketing


Bus. Dev.: G. Krista Morgan, President & Co-Founder,, 720-326-6939
Press: Erin Bassity, VP Marketing,, 720-236-5121
Sales: Brad Johnston, Account Manager,, 646-342-7511

More Videos: FinovateFall 2014