June 12, 2025
With inflation lingering, rates still high, and investor caution growing, clients are worried about how they’ll fund their next move.
Their questions are urgent:
“Where do we find funding sources?”
“How can we extend our runway?”
“What happens if our funding is cut?”
“Can I still finance this piece of equipment?”
As one advisor put it:
“We’re getting asked: What do I do if funding is pulled? Can I do fundraisers?”
Top-performing advisors are stepping in with guidance, not guesswork. They are:
Fathom’s forecasting tool allows you to walk clients through the financial impact of big funding decisions in a clear, dynamic way.
Step 1: Map out equipment financing with Microforecasts
Imagine your client wants to finance a delivery van. In Fathom, you can create a microforecast to map out the purchase, including:
This sits on top of the main forecast, so you can toggle the change on/off and immediately show how it impacts:
Step 2: Use the Microforecast wizard
To streamline your setup in Fathom:
→ Name your asset or loan
→ Use the Setup Wizard
→ Choose Purchasing an Asset or Adding a Loan
Pro tip: The ‘Purchasing an Asset’ flow lets you add the loan and repayments all in one step.
Step 3: Track the impact across the balance sheet
Once live, your microforecast overlays the main financial forecast allowing you and your client to:
For more on microforecasts check out our help article here.
See how 200+ advisors are helping clients stretch runway and navigate the unknown.
Ready to deliver insights that make a difference? Start your free 14-day trial of Fathom today.
Ellie is a campaign marketing manager at Fathom, with a degree in branding and marketing. With a background in campaign strategy and creation, Ellie is passionate about showcasing how Fathom can make a real difference to finance professionals and businesses.
.png)
.png)
