Introw lets you spin up a Market Development Fund in minutes — define the budget, decide who can tap into it, and set the approval chain that protects every dollar. This article walks you through creating a fund from scratch.
1. Create the fund
Head to MDF > Funds in your admin workspace and click New fund. Give the fund a name partners will recognize (e.g. "EMEA Co-marketing 2026" or "Reseller Event Pool"), and a short description that explains what the money is meant for.
2. Choose a budget model
Introw supports two budget models — pick the one that matches how you want partners to access funds:
Fixed allocation: Assign a set amount to a specific partner, program, or campaign. Best when you want predictability and tight control over who gets what.
Pooled budget: Allocate a total amount that any eligible partner can request against. Introw deducts from the pool as requests are approved. Best for rewarding the partners who bring the strongest opportunities forward.
You can run both models in parallel across different funds.
3. Set the currency
Introw supports multi-currency funds out of the box. Pick the currency the fund will be denominated in — Introw handles conversion automatically when partners in other regions request against it, and keeps consolidated reporting in your reporting currency.
4. Define eligibility
Decide which partners can see and request against this fund. Introw lets you scope eligibility by tier, region, program, lifecycle stage, or any custom partner property you already track within your CRM. Only eligible partners will see the fund in their portal.
5. Configure the approval workflow
Every request submitted against the fund runs through the approval chain you define here. Use a single approver for simple programs, or chain multiple approvers for sequential review (e.g. Partner Manager → CRO → CFO). Introw's AI agent can pre-review each request against your rules, partner tier, and remaining budget, so approvers act on a recommendation instead of digging through context.
6. Set claim rules
Define when partners must submit proof of execution and invoices after their request is approved. Choose a relative window (e.g. 30 days after campaign execution) or a fixed deadline (e.g. by December 31). Introw shows the deadline to partners upfront and tracks it on every claim.
7. Save and publish
Once you save, the fund goes live in the portal for every eligible partner. They can submit requests immediately, and Introw tracks every allocation, approval, claim, and ROI attribution back to this fund from day one.