Run the whole business.
Not just track it.
Most software remembers what you did. Ours does the work — it originates, underwrites, drafts the terms, moves the deal, and books the call. The system we run our own firm on, under your brand, on your domain. A business in a box.
We’re opening it to a small number of founding firms first. Join the list and we’ll reach out personally as we open spots.
The difference
A CRM is a filing cabinet. This is an operator.
A CRM
- You log the activity.
- You write the follow-ups.
- You chase the documents.
- You build the reports.
- It remembers. You do the work.
This platform
- It underwrites the file.
- It drafts the terms and the updates.
- It moves the deal to the next step.
- It books the calls and sends the packets.
- It does the work. You make the calls.
What you get
Everything to run the firm
The same system we run our own desk on — every portal, every engine, ready on day one.
Owner command center
One screen to run the whole operation — pipeline, payments, calendar, reporting, and AI assist.
Sales / BDO desk
Originators get their own desk: applications, pipeline, calendar, commissions, and a personal link.
Referral & advisory partners
Two partner portals with their own links, marketing kits, and real-time deal + commission tracking.
Client deal rooms
Each client gets a secure deal room — documents, status, messaging, and signatures in one place.
AI underwriting
A diligence engine that reads the file, scores it, and drafts the terms — hours, not weeks.
Automated movement
The system advances deals, drafts updates, nudges next steps, and books calls — on its own.
Fully your brand
Your name on the door.
Your logo, your colors, your domain. Your clients and partners see your firm — not ours. Your data lives on its own, isolated, never mixed with anyone else’s. We build the machine; you own the business.
Founding pricing
Pick the size that fits.
Indicative founding pricing — locked in for early customers. A setup fee to stand up your branded business, then a monthly license. Final terms are set when we talk.
Operator
One person running their own shop
- Full system, your brand
- All role portals
- AI underwriting + deal rooms
- Email + calendar built in
Team
A small brokerage with sales + partners
- Everything in Operator
- Seats for your BDOs + partners
- Partner marketing kits
- Priority setup
Enterprise · White-Label
Resell or run a branded firm
- Everything in Team
- Your domain, fully your brand
- Success fee on closed deals
- Hands-on launch support
Enterprise adds a success fee — a small percentage of the commissions the platform helps you close. We win when you win.
How it goes live
Days, not months.
We talk
A short walkthrough. We learn your business, you see the system, and we agree on tier and terms.
We stand it up
We provision your branded instance — your logo, your colors, your domain. Your data lives on its own, isolated.
You run it
Days, not months. You start originating and closing on a system that does the work, not just records it.
Questions
Straight answers.
Is it available now?
We're opening it to a small number of founding firms first, in waves. Join the founding list and we'll reach out personally as spots open — you'll be first in line, at founding pricing.
Is this a CRM?
No. A CRM remembers what you did. This originates, underwrites, drafts terms, moves deals, and books calls — it does the work. You make the decisions.
Whose brand is it?
Yours. On the white-label tier it runs on your domain, with your logo and colors. Your clients never see us.
Is my data private?
Yes. Each firm runs on its own isolated instance. Your deals, clients, and partners are never visible to anyone else on the platform.
How does the success fee work?
On the Enterprise tier, alongside the monthly license, we take a small percentage of the commissions the platform helps you close — so we win when you win.
How fast can I be live?
Once you're onboarded, days — not months. We stand up your branded instance and hand you the keys.
What does it replace?
Your CRM, your marketing tooling, your deal rooms, and a chunk of the manual ops work — folded into one system.
Founding list
Apply for founding access.
Tell us about your business. This goes straight to the founder — we’re selecting a small number of founding firms and will reach out personally as we open spots.