January 15, 2026 | 1 PM ET
In this Live Session, David Snitkof, General Manager of SMB and Anneika Patterson, Director of SMB Product, unpack where that friction enters the funding process and how digitized intake and standardized cash flow analytics help teams move faster, reduce rework and fund more deals with confidence.
Where friction most often shows up in small business funding workflows
Why inconsistent files and slow cycles erode trust across lenders, brokers and borrowers
How digitized intake creates verified, underwriting-ready data from day one
How standardized cash flow analytics accelerate time to decision
What faster, cleaner funding looks like without adding headcount
The session will last about 20 minutes and will conclude with 10 minutes of live audience Q&A.