Scaleups
Scale deal flow without scaling back-office friction.
Handle higher submission volume with automated intake, bank statement parsing, underwriting, and funder matching so your team can keep growing without slowing down.
Teams
Keep every team moving in the same workflow.
As deal flow grows, more people need to work files without losing visibility or control. Organize teams, assign roles, track activity, and keep submissions moving through one shared workflow.
- Sales teams.
- Give brokers the tools to create, review, and submit deals faster without getting buried in back-office work.
- Underwriting teams.
- Review applications, bank statements, and funder fit faster so one underwriter can support more files with better consistency.
- Leadership teams.
- Track deal flow, team activity, and workflow bottlenecks so growth stays visible and controlled.
Scaleup benefits
Built for teams growing faster than manual operations can keep up.
- Increase capacity
- Process more submissions without turning every new file into more manual review, data entry, and funder research.
- Protect speed
- Keep applications, statements, underwriting, and funder matching moving quickly as deal volume increases.
- Improve consistency
- Standardize how files are reviewed and matched so growing teams are not relying on scattered judgment calls.
- Reduce missed opportunities
- Identify fundable files earlier so strong deals are less likely to get delayed, misrouted, or buried in the queue.
- Keep teams aligned
- Give sales, underwriting, and leadership one shared workflow for tracking files, activity, and deal progress.
- Scale without bloat
- Grow submission volume without adding back-office headcount at the same pace as your deal flow.
Products
Tools built for MCA scaleups handling more volume.
Use the products you need to intake submissions, parse statements, review deals, manage teams, match funders, and keep higher deal flow moving without adding unnecessary back-office work.
- TrueSight
Review applications, bank statements, and deal data against funder criteria so you can understand which files are most likely to fund.
- InFlow
Parse bank statements into structured cash-flow data in seconds, reducing manual review and giving your team cleaner numbers to work with.
- Broker dashboard
Manage applications, statements, deals, matching results, submissions, and team activity from one central workspace.
- Team management
Create organizations, invite team members, assign roles, and control who can access each part of the dashboard.
- Funder submissions
Submit matched deals directly to selected funders with the application and bank statements attached, then keep the workflow traceable.
- Deal analytics
Understand deal performance, funder fit, submission activity, and workflow bottlenecks with clearer operational insights.
- Tracking
Track users, submissions, deal status, funder activity, and workflow progress so nothing gets lost between intake and funding.
- Data exports
Export parsed data, deal information, and workflow outputs so your team can send clean data wherever it needs to go.