Close deals faster.
Customized, lender-ready financial models for commercial loan brokers, in 4 hours.
Our models are reviewed and attested by top lenders across the United States.
Every financial model, delivered in 4 hours.
See our samples.
Restaurant
SBA 7(a)
for Stoneford & Vine
Revenue · Y1 $845k → Y5 $1.7M
SaaS
SBA 7(a)
for TideStack Analytics
Revenue · Y1 $1.2M → Y5 $22.3M
Car Wash
SBA 7(a)
for Beacon Wash Auto Spa
Revenue · Y1 $1.5M → Y5 $2.4M
Built for every SBA deal.
Every type under SBA 7(a) and SBA 504, modeled to the structure underwriters expect.
Three steps.
Intake
A 15-minute questionnaire. You or your client.
Production
30 AI agents build it around their numbers.
Delivery
Editable and lender-ready, in your inbox.
You become the most organized broker in the room.
Hours per deal, back.
No more 11pm rebuilds. Submit and get back to selling.
Packages that don’t bounce.
Built the way underwriters read, so the file keeps moving.
Credibility that wins referrals.
Look lender-fluent in front of every borrower.
Faster, more affordable, and better than an analyst.
| Do it yourselfSpreadsheet | Hire an analyst$100 to $1,000 | FundedPlan$54–99 | |
|---|---|---|---|
| Turnaround | Nights and weekends | Days to weeks | ✓4 hours |
| Lender structure source & use, dscr | Depends on you | Usually | ✓Every time |
| Three linked statements | Rarely tie out | Yes | ✓Yes |
| Scenarios | One, if any | Often extra | ✓Three, switchable |
| Source-cited assumptions | No | Sometimes | ✓Every number |
| Cost | Your time | $100 to $1,000 | $54–99per model |
Two ways to pay.
Need one financial model?
One payment. Yours forever. Custom-built around your business.
- Custom-built, never a template
- Three scenarios, one-click switch
- Source-cited, every number defensible
- Yours forever, edit any cell
- Delivered in 4 hours
Need multiple financial models per month?
Monthly plans that scale with your pipeline.
- 5, 15 or 35 financial models a month
- Add team members
- Dashboard access for every order
- Add extra models anytime
- Dedicated support
Place more deals with white-labeled models.
Offer every borrower a lender-ready financial model under your own brand.
Questions, answered.
How is this different from a generic AI tool or template?+
Our AI Agents research your industry, your location, and your market, then build the model around your goal — a loan, a grant, a visa, an investor pitch, an acquisition, a new venture, or just clarity on your numbers.
Defensible sources on every assumption. Three statements that actually link. Scenarios that hold up. Built around your specific business, not a template.
Will a bank accept this?+
Yes. When the model is for a loan application, we build it around what underwriters expect to open first: Source & Use of funds, full debt amortization schedule, monthly P&L for Years 1-2, indirect-method cash flow, balanced balance sheet every period, and full DSCR by year. Every number traces back to a single Assumptions sheet, so the loan officer can audit any line.
What is actually inside the file?+
One Excel file. Sheets calibrated to your use case.
Most models include these 10 fully linked sheets: Model Overview · Dashboard · Assumptions · Revenue Model · Cost Model · Capex & Funding · Income Statement · Cash Flow · Balance Sheet · Ratio Analysis.
Some use cases get extra sheets — buying a business adds a Valuation tab, grants add a Cost Sharing tab, investor visas add a Job Creation tab. The Assumptions sheet has a one-click switcher for Base / Optimistic / Conservative scenarios.
Do you keep my business information?+
Encrypted in transit and at rest. Never used to train AI.
We retain it for 24 months so you can re-download, then auto-delete. Earlier deletion on request.
What industries do you cover?+
Every industry. Our AI Agents run original research on your industry, geography, and market. No preset list. No template assumptions.
How fast do I get the file?+
4 hours after you submit the questionnaire. Straight to your mail inbox.
Close your next deal faster.
Send us the deal. Get a lender-ready model in 4 hours.
$54–99 per model Delivered in 4 hours Yours forever