Understand your options. Start an application. Bring in broker support whenever you want it.
How it works
Your application. A clearer path to capital.
Less retyping. Smarter lender matching. Use AI to turn existing documents into a prepared application, and keep your business file ready for what comes next.
01
One application. Less paperwork.
Drag and drop documents you already have into your secure workspace. AI extracts key details to help auto-populate your application. Review the information, then keep your business file saved for future funding needs.
02
AI helps find your financing combination.
AI-assisted matching compares your business information with available lender criteria to identify potential financing options. Explore the possibilities in one place.
03
Smart technology. Real people.
Review the AI-prepared information, complete any lender-specific requirements and choose where to apply. Add a broker whenever you want help preparing your file or understanding your options.
04
Your capital. Your decision.
Review any offers with a clear view of costs, payments and obligations. You choose whether to move forward; each lender makes its own financing decision.
Broker support adds no additional cost for that support. Lender interest and fees may apply. Matching is not a lending decision.
VAULTYour application
One application. AI-assisted lender matching.Illustrative lender matches
Your application, your pace
The next step is yours.
Begin with 15 focused questions about your business, funding goal and timing. Then add existing documents to your secure workspace, let AI help fill in the details, and keep your file saved for future funding needs. Choose broker support whenever you want it.
Document requirements depend on your business and the lender. Bank statements, financial statements and an existing debt schedule are common starting points.
Before accepting financing, understand the total cost, payment frequency, security and personal guarantees. Starting an application does not commit you to accepting an offer.