What it sells
AI agents that automate back-office lending and support work at banks and credit unions.
Business model breakdown
Buyer: who owns the budget?
UnverifiedOperations/lending executives at banks and credit unions.
Trigger: what makes them buy now?
Need to scale lending and back-office operations without adding headcount.
Workflow: what inputs become what output?
Agents access core banking, loan origination, document repositories and email; perform intake, validation, system updates, compliance and audit trails with human approval of critical actions.
Economics: what it saves and how it charges
Claimed: workflow cost cut from $2 to ~$0.21 ($535,000 estimated annual ROI for one team); 300% productivity; ~$27.8M/yr combined savings at a Top 10 U.S. bank.
Distribution: how it reaches customers
Demo-led (Book a demo), white-glove deployment and integration.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-05-28 | Series A | $28.8-million USD | 8VC (lead), Audacious Ventures, Homebrew, Btech Consortium, Service Ventures | betakit.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.