1
Your company
2
Deal details
3
Financials
4
Geography
5
Your matches
Step 1 of 4

Tell us about your company.

Basic company information helps the AI match you with lenders who are active in your sector and revenue range.

Step 2 of 4

Describe your deal.

The AI uses your deal structure to score every lender's mandate simultaneously. The more specific, the better your matches.

ABL / C&I
Asset-based lending, revolvers, term loans
Acquisition Finance
M&A, LBO, sponsor-backed, recaps
Real Estate
CRE bridge, construction, SBA
Private Credit
Direct lending, unitranche, mezzanine
Specialty Finance
Factoring, fund finance, trade finance
SBA / USDA
Government-backed programs
Working capital
Acquisition
Refinance
Growth capex
Recapitalization
Owner buyout
Step 3 of 4

Financial profile.

Lenders score deals on financial health. Providing accurate numbers maximizes the quality of your matches.

Founder-owned
PE-backed
Family-owned
Publicly traded
Employee-owned (ESOP)
This appears in your deal summary. Be specific — it helps lenders qualify quickly.
Step 4 of 4

Location and timeline.

Geography affects which lenders can serve you. Timeline helps the AI prioritize lenders with faster closing capability.

Immediately (30 days)
Within 60 days
Within 90 days
Flexible / exploring
No — direct process
Yes — advisor involved
AI matching in progress...
Scoring your deal against 847 active lender mandates
Profile validated and enriched
Scoring deal type and facility size...
Matching geography and sector...
Applying appetite learning model...
Ranking by closure probability...