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Win the deal. Protect the portfolio.

Private lenders lose good deals to slow underwriting and bad deals to blind monitoring. We fix both—automated document intelligence to fund faster, 24/7 risk surveillance to default less.

$300M+Deal Volume
$2M+Fraud Prevented
3xFunding Velocity
[ SOLUTION_01 :: DOC_INTEL ]

Document Intelligence

STATUS: ACTIVE / VERSION: 4.2.0

Bank statements spread in seconds. Stacking detected in minutes. Missing stips flagged before underwriting starts.

We looked at PDF extraction tools. Every one needed a developer to set up. Starter Stack gave us the extraction technology plus the implementation service.

COO
COO, Private Lending Company
0%of underwriter time = data entry

PROCESS DOCUMENTS IT'S NEVER SEEN

Extracts structured data from documents it's never seen — custom internal forms, niche financial instruments, and industry-specific paper.

  • Bank statements from community credit unions
  • Hand-prepared financial statements
  • Custom invoice formats & scanned documents
  • No templates. No training. It just works.

FULL INTELLIGENCE PIPELINE

Not just extraction. Upload → Extract → Chunk → Embed → Graph Search. Search across your entire document corpus semantically.

  • “Find all loan files where DTI exceeds 45%”
  • Across thousands of documents, in seconds
  • Semantic search — not keyword matching

SELF-HOST ON YOUR INFRASTRUCTURE

Your sensitive borrower documents — SSNs, bank accounts, income data — never leave your environment. No third-party servers. No human contractors reviewing your data.

  • Data stays in your environment
  • No external data processing
  • Built for regulated & privacy-conscious lenders
UNDERWRITERData is spread before they open the file
OPS MANAGERComplete packages before assignment
COMPLIANCEAudit trail on every extraction

3,000+

Native integrations across your entire lending stack. Connect to your LOS, CRM, accounting tools, banking APIs, servicing platforms, and document storage — no rip-and-replace.

LOSCRMAccountingBanking APIsServicingDoc Storage

Stacking Detection — 2 Days → 10 Minutes

“Stacking is the kind of risk that can hide in plain sight when you're moving fast. The agent gave us a clear, evidence-backed alert within minutes.”

— VP of Underwriting, CRE Lending Company

See Your Documents Processed

Upload a sample. Get results in under 60 seconds.

[ SOLUTION_02 :: RISK_MONITOR ]

24/7 Risk Monitoring

STATUS: ACTIVE / UPTIME: 99.99%

Catch covenant breaches weeks before they cost you. Monitor every deal, every day, automatically.

“We didn't know how well we were doing—or how much additional capital we could raise given the lack of transparency in our portfolio. The infrastructure Starter Stack built gave us the confidence to justify operational investment.”— COO, Asset-Based Lending Company
“Our team was spending 2–2.5 hours every single day on busywork—searching databases, downloading CSVs, cleaning data in spreadsheets. We just needed a system that could automate the grunt work.”— CEO, Private Lending Company

Most lenders monitor quarterly. Problems surface monthly. We monitor daily.

DAILY PORTFOLIO HEALTH

  • Scoring across every active deal
  • Interactive dashboards updated nightly
  • DSCR / LTV / debt yield in one view

PREDICTIVE ALERTS

  • Clawback detection before triggers hit
  • Stale payment warnings (14-day lead)
  • Covenant drift and missing ACH flags

REVENUE RECOVERY

  • PIF deals flagged for renewal outreach
  • Overpaid / settled deals surfaced
  • Full renewal pipeline view
LIVE SYSTEM METRICS
1,200+ WEEKLY ALERTS|42 DAILY DASHBOARDS|632 RENEWAL OPPS/MO
COOPortfolio visibility without building a team
UNDERWRITERPre-flagged renewals land in their queue
COLLECTIONSEarly-warning signals 2 weeks ahead
BOARD / INVESTORSQuery portfolio in natural language
MetricBefore (Manual)After (Starter Stack AI)
CovenantsReviewed quarterlyMonitored daily
Payment IssuesCaught at 30 daysFlagged at 48 hrs
Clawback RiskDiscovered post-defaultPredicted 14 days early
RenewalsMissed PIF windowAuto-surfaced at payoff
Board Reporting3-day manual buildOne-click export

3x Deal Capacity Without Hiring

45ALERTS/DAY
TEAM SIZE: UNCHANGED

“Within four to five months, we had real transparency into our dataset for the first time. It completely changed how we operate.”

— COO, Asset-Based Lending Company

Every 2 Hrs

See Your Portfolio Monitored

Connect your data. Get your first alert within 24 hours.

© 2026 Starter Stack AIStatus: Operational