> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Funds & Allocation
> Create MDF funds with a budget and period, and allocate them to partners by segment - fixed per partner or from a shared pool.
export const Headless = ({prompts = []}) => {
const PromptRow = ({prompt}) => {
const [copied, setCopied] = useState(false);
const copy = () => {
try {
navigator.clipboard?.writeText(prompt);
} catch {}
setCopied(true);
setTimeout(() => setCopied(false), 1600);
};
return ;
};
return <>
Introw is headless by design: run everything here in plain language from Claude, ChatGPT,
Slack, Teams, or your own CRM through Introw's MCP server, with every
action written straight back to your CRM source of truth. The portal is one surface, never the only one.
{prompts.length > 0 ? :
The agentic playbook - lifecycle deep dives and a Claude Code skill library that run your partner program
from Claude, ChatGPT, Slack, and your CRM.
}
;
};
> Funds & Allocation is where your co-marketing budget becomes a real program: set up a fund with a budget and period, then allocate it to partners by segment, fixed or pooled, so everyone knows what they have to spend.
## What it does
A marketing fund holds a budget for a period and the rules for how partners can use it. You create
a fund, set its currency and period, and allocate budget to partners by segment. You decide
whether each partner in a segment gets a fixed amount or whether the segment draws from a shared
pool, so the same engine supports both per-partner entitlements and first-come pooled programs.
Because allocation is driven by segments, your existing partner segments determine who gets what,
and the budget updates as partners qualify. Partners see their allocation and remaining balance in
the portal, so the program is transparent from the start rather than a black box partners have to
email you about.
## The problem it solves
MDF budgets run in spreadsheets are opaque and hard to control:
* **Budgets are tracked by hand** → Define a fund with a budget and period in one place.
* **Allocation is manual and error-prone** → Allocate by segment, so the right partners get the right amount.
* **Programs need different models** → Choose fixed-per-partner or pooled allocation.
* **Partners do not know their balance** → Partners see their allocation in the portal.
## From problem to solution
Funds & Allocation turns a budget into a transparent, segment-driven program. Set the fund and
period, allocate by segment, and pick fixed or pooled. Partners see what they have, and your team
controls the budget without a spreadsheet.
```mermaid theme={"theme":{"light":"github-light","dark":"github-dark"}}
flowchart LR
fund["Set fund and period"] --> allocate["Allocate by segment"]
allocate --> model["Fixed or pooled"]
model --> visible["Partners see their allocation"]
```
## Use cases
Create a fund with a budget and period.
Give budget to the right partners automatically.
Choose fixed-per-partner or pooled allocation.
Make the program transparent in the portal.
## Impact
* **Time to value** - Set budgets and allocation rules in an afternoon, so funds are ready to spend this quarter.
* **Low total cost of ownership** - Partner marketing runs funds with no engineering.
* **CRM-native** - Fund activity ties to CRM-linked records for reporting.
## Who it's for
Designs and budgets the MDF program.
Allocates budget and configures funds.
## Works with
{/* CONNECTS:START - generated content goes here */}
Allocations back the requests partners submit.
Budget MDF by tier.
## Headless
## Going deeper
Setup, configuration, and all how-to guides.
Integration surface and code.