Solutions · By role
See the whole book, not just the deal.
For principals and owners: the pipeline, conversion, and lender performance you need to know where revenue actually stands.
$4.2B+
Capital in view
38%
Faster to term sheet
100%
Pipeline visibility
6
Programs tracked
What you get
Built around how you work.
Pipeline overview
Every live deal, its stage, and its value in one roll-up.
Conversion analytics
See where deals convert — and where they stall.
Lender performance
Which lenders say yes, how fast, and on what.
Cycle times
Track time-to-term-sheet and time-to-fund across the book.
Team visibility
Owners and next steps, so nothing sits unattended.
Exportable reports
Board-ready numbers without rebuilding a spreadsheet.
“The pipeline view is the first thing I open every morning. I finally know where revenue stands without asking three people.”
AOAri OkaforPrincipal · illustrative
Questions
Good to know.
Can I see performance across all my brokers?+
Yes — roll-up analytics span every teammate and program, with drill-down into any deal.
Does it forecast?+
You get cycle times and conversion by stage, which feed a clear near-term view of what's likely to fund.
Can I export the numbers?+
Reports are exportable for board and investor updates.
Get started
Bring this into one control room.
Book a 30-minute walkthrough tailored to your desk.