Capital-backed lending workflows for enterprise credit teams.
An AI agent that organizes borrower intake, collateral evidence, and public filings, proposes indicative terms, and prepares report packets. Your credit team decides.
Pricing tailored to your organization
Capital Agent is licensed on annual enterprise terms. We quote based on your team, portfolio, workflows, integrations, and support scope, then contract directly or through an AWS Marketplace private offer.
Annual enterprise license
Custom quote
A signed order form with annual or scheduled invoicing, scoped to your entities, users, and workflows.
AWS private offer
Custom quote
Buy through your AWS account and count eligible spend toward your AWS commitments. We issue the private offer after scoping.
Pilot, Enterprise, or Private Deployment
Implementation, tailored scope, enterprise terms, and private deployment require review before a direct order form or AWS private offer is issued.
Built for collateral-backed cases that need evidence and review.
The product keeps loan cases, borrowers, brokers, collateral, reports, vault records, and monitoring alerts structured around the people who need to approve, explain, and operate the work.
Borrower facts, broker context, collateral details, requested loan terms, and missing information prompts stay attached to the case record.
Public issuer filings can be organized from official SEC EDGAR sources when appropriate for the engagement.
Identity, custody, payment, and authorization evidence stays out of chat prompts and behind product access controls.
Start with high-value lending and collateral review workflows
The best pilot focuses on one case type, one approval route, and a clear operating outcome for credit, risk, legal, operations, and broker-facing users.
Public-equity collateral loan intake
Borrower and broker case coordination
SEC filing and restriction evidence review
Indicative LTV, rate, covenant, and margin terms
Internal, broker, client, and counsel report packets
Post-close portfolio monitoring and alert routing
Intake, evidence, analysis, review status, and report requirements can be structured into a repeatable product workflow.
Recommendation software with human authority built in.
Capital Agent can organize facts, surface risks, generate indicative terms, and prepare role-specific packets. Final lending, legal, custody, trading, and compliance decisions remain with the qualified client team and authorized parties.
- 01Authenticated organization workspace
- 02Borrower and broker case intake
- 03Collateral and restriction review
- 04Case updates and alert routing
- 05Team, broker, client, and counsel reports
- 06Secure rollout path for pilot and production
Scope Capital Agent around a real case workflow.
Bring one case type with representative borrower, collateral, and filing records. Capital Agent prepares the packet. Your credit team decides.