Drop in a CSV or PDF and get an instant, defensible underwrite — active funders and positions, leverage, true monthly revenue, NSFs, and a risk grade — powered by the same funder brain the pros use. No spreadsheets. No manual tagging. No paying someone for a manual review.
Stop paying someone to review statements by hand — manual reviews get ugly fast: slow, costly, and inaccurate, and one missed position can sink a deal. What takes an analyst 30–60 minutes happens here in seconds — consistently, every time.
Drag in a CSV or PDF bank statement — any bank, any format. MoneyThumb, DecisionLogic, or a raw export all work.
Our sealed classifier tags every transaction — funders and MCA pulls, true revenue, transfers, NSFs and collections — and clusters positions by amount and cadence.
A risk grade, leverage %, active funders with estimated funding, the monthly revenue trend, and red flags — ready to price or decline.
Finds every recurring MCA pull cluster and names the funder — even split positions, makeups, and reverse consolidations.
Separates real business revenue from transfers, MCA funding, and noise — then shows leverage as MCA debits vs true monthly revenue.
An A–F grade with the reasons behind it — negative days, NSFs, collections, stacking, and revenue trend, all weighted.
The classifier and funder brain run entirely on our servers. A statement goes up, numbers come back — the model never touches a browser.
Invite your whole desk. Everyone shares one deal dashboard, one credit balance, and one set of house rules — cleanly separated from every other firm.
No subscription, no per-seat fees. Buy a pack of credits and each credit underwrites one full deal — edits and re-runs are free. Free trial credits get you started.
Connect your firm's Anthropic (Claude) key and turn on AI review plus a private pricing brain that learns how your team prices — from every deal and offer you make, weighing the same variables your best underwriters do. Your pricing model is yours alone, never shared with another firm.
Out of the box, the engine classifies every transaction for you — accounts receivable (AR), card processing, collections, NSFs, inter-account transfers, funders and MCA pulls — using the same brain the pros use. But underwriting is a judgment call, so nothing is ever locked in.
Sign up, upload a statement, and see the grade. Your first deals are on us.
Underwrite your first deal in the next five minutes — here's exactly what you're getting.
Credits land on your account the moment you sign up. 1 credit = 1 full deal underwrite; edits and re-runs never cost extra.
Funders & stacked positions, true monthly revenue, leverage, NSFs and collections, and an A–F risk grade — from one CSV or bank statement, in seconds.
Invite your team: one shared deal dashboard, one credit balance, your firm's own classification rules — sealed off from every other firm.
Two quick things before your team gets going: