The Market Situation: Why 90% of Lenders Are Stuck
Most private lenders are trapped in a cycle of founder-led growth. You've scaled to $5M, $10M, even $20M in revenue through sheer force of will - more brokers, more calls, more hustle. But the very things that got you here are now holding you back.
Your CRM is a mess of incomplete data. Your sales team lacks a structured process, leading to dropped deals and inconsistent follow-up. And your deal flow is a rollercoaster - one month strong, the next month dry.
Meanwhile, a new breed of tech-enabled lenders is quietly capturing market share. They're not just working harder; they're working smarter, with data-driven systems and automated processes that deliver predictable results. They look, feel, and operate like institutional firms, and it's reflected in their valuations.
We Understand Your Challenges
We've spent years working in the trenches with private lenders. We know what keeps you up at night:
Inconsistent Deal Flow: The anxiety of not knowing where your next funded deal is coming from.
Founder Dependency: The fear that if you step away for a week, the entire sales process will grind to a halt.
Leaky Funnel: The frustration of watching hard-won deals fall through the cracks due to a chaotic, manual process.
ISO Roulette: The endless cycle of chasing new broker relationships, only to be disappointed by low-quality, out-of-spec deals.
Valuation Anxiety: The nagging worry that your firm's enterprise value is being dragged down by inefficient, unscalable revenue systems.
The Old Way vs. The New Way
The $5M Lender (The Old Way)
The $50M+ Lender (The New Way)
Founder-Led Sales: Every deal needs the founder's magic touch to close.
Manual & Reactive: Your team is constantly firefighting, with no time for proactive growth.
Inconsistent Deal Flow: Revenue is a rollercoaster, making it impossible to forecast or plan.
ISO Dependent: Your growth is at the mercy of a fragmented, unreliable broker network.
Opaque & Chaotic: You have limited visibility into your pipeline, and deals are constantly slipping through the cracks.
How We Solve Your Top Problems
Problem #1: Unpredictable Deal Flow
How We Solve It: We install a multi-channel lead generation engine that diversifies your deal flow beyond inconsistent ISOs. We build direct-to-borrower acquisition funnels and forge strategic partnerships with platforms that serve your ideal client.
Problem #2: Leaky Sales Funnel & Manual Follow-Up
How We Solve It: We rebuild your CRM and sales process from the ground up, implementing automated follow-up sequences, lead scoring, and a structured pipeline that ensures no deal falls through the cracks.
Problem #3: Founder Dependency
How We Solve It: We systematize your sales process and create a data-driven accountability framework that empowers your team to perform without constant supervision. The result: a business that runs on process, not proximity to the founder.
Problem #4: Weak ISO & Partner Management
How We Solve It: We build a dedicated partner portal and automated onboarding system that turns your ISO network into a scalable, predictable channel for high-quality deal flow.
How We Build Your Revenue Engine
Each of our four core capabilities stands on its own — but when orchestrated together via the M.E. Architecture™, they become an unstoppable compounding growth machine. This is the infrastructure that transforms lenders from founder-dependent to investor-ready.
Sales Consulting & Execution
Build a high-performance funding engine. Close deals faster. Scale predictably.
We architect, train, and operationalize sales organizations built for velocity, accountability, and compounding funded volume. From ISO management to direct-to-borrower acquisition, we systematize every stage of your deal flow
Outcomes We Drive:
2–3× increase in qualified deal submissions through structured multi-channel origination
Shorter time-to-fund using power offers, objection frameworks, and ISO enablement
Closing velocity linked to incentive alignment, attribution tracking, and real-time dashboards
What We Install:
Multi-stage CRM for deal flow tracking from application to funded
Sales scripts, ISO onboarding frameworks, and underwriting handoff SOPs
Weekly dashboard with funded volume, conversion rate, and pipeline health tracking
Marketing & Demand Generation
Engineered deal flow, not just lead volume.
We build sustainable demand generation systems that consistently deliver qualified borrower applications and high-quality ISO partnerships. No fluff. Just predictable, fundable pipeline.
Outcomes We Drive:
Increase qualified deal submissions by 2–3× through systematic outbound and inbound channels
Consistent flow of direct-to-borrower leads and vetted ISO partnerships
3–5× improvement in application-to-funded conversion rates through better targeting
What We Install:
CRM configuration with multi-stage deal flow and ISO attribution tracking
Full-funnel outbound campaigns targeting borrowers and strategic ISO partnerships
High-converting landing pages with automated nurture sequences for borrower education
AI Strategy & Implementation
Eliminate manual underwriting drag — embed AI at the heart of your operations.
We custom-build AI systems across origination, underwriting, and portfolio management to drive real leverage. From predictive credit scoring to automated document processing, we make your operations faster and smarter.
Performance Delivered:
Predictive lead scoring that prioritizes high-probability funded deals
Automated workflows that eliminate manual CRM and document processing drag
Forecasting dashboards powered by real-time funded volume and pipeline insightsForecasting dashboards powered by real-time funded volume and pipeline insights
What We Deliver:
Custom AI workflows within CRM, underwriting, and ISO management systems
Predictive analytics for deal quality, default risk, and portfolio performance
AI enablement training and change management rollout for your team
Operational Excellence & RevOps
Lay the foundation for scale through internal precision.
We design the revenue engine infrastructure that powers repeatable, profitable funded volume growth. From sales-to-underwriting handoffs to ISO performance tracking, we align every function around one goal: predictable funding.
Impact Outcomes:
Revenue operations that align sales, underwriting, and portfolio management
SOP templates that preserve institutional knowledge and ensure compliance
Performance review loops driving continuous improvement across the funding lifecycle
What We Build:
Cross-functional RevOps structure with clear roles, scorecards, and accountability
Mapping of SOPs for deal intake, underwriting, funding, and ISO management
Data governance, attribution models, and ROI dashboards for funded volume tracking
The Challenge: A private credit fund, was entering a competitive market from ground zero. They needed to build a systematic approach to borrower acquisition, compliance-aware positioning, and an operational infrastructure built for lending economics.
The Solution: We implemented our M.E. Architecture™, building a multi-channel origination strategy, a compliance-aware messaging framework, and a CRM and pipeline infrastructure that enabled predictable deal flow and real-time funded volume visibility.
The Result: The private credit fund firm added $150M/yr in funded volume in just 11 months, moving from $0 to $75M in the first 5 months, and then to $150M in the following 6 months. This was achieved by creating a business that runs systematically, not founder-dependently.
We are keeping our client’s name confidential as they are currently in the process of becoming a publicly listed company.
