Modular architecture
Every component works independently or together. Swap, extend, or customize any part of the platform without breaking the rest.
Platform
The infrastructure behind modern capital.
A modular, AI-powered platform that handles lender matching, deal structuring, and client delivery — so you can focus on relationships.
Partner dashboard
Welcome back, Partner
Thursday, June 25, 2026
Earned Commissions
$3,750
Conversion Rate
9.1%
Avg Deal Size
$150,000
Reports Generated
122
Quick Actions
New client
Run analysis
Send plan
View deals
Funding Reports
Generate a white-labeled capital blueprint in under 2 minutes.
Run Analysis +
Lender Matches
- Live Oak Bank94
- BlueVine88
- OnDeck81
Recent Clients
- J
Johnson Mechanical
HVAC · Denver
- B
Bright Dental Co.
SBA · Austin
- S
Summit Marketing
LOC · Miami
June 2026
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Platform Overview
Everything you need to embed capital.
From AI-powered lender matching to white-labeled client portals — CapitalFlow provides the complete infrastructure to launch and scale lending operations.
Platform Capabilities
System-first layouts
A consistent design foundation across every touchpoint — client portals, partner dashboards, and embed widgets.
Flexible presentation layer
Full control over your brand: custom domains, themes, email templates, and client-facing materials — all white-labeled.
How It Works
Three steps to capital delivery.
- 01
Input
Connect data. Upload profiles. Integrate once.
Connect CRMs, upload credit reports, or pipe client data through your embed. CapitalFlow ingests and normalizes everything automatically.
- 02
Intelligence
AI matches lenders across 50+ data points.
Our engine analyzes profiles, ranks 110+ lenders, sequences bureau pulls, and generates optimized funding strategies in seconds.
- 03
Output
Deliver branded plans. Track deals. Collect commission.
Ship polished funding plans under your brand. Monitor applications, approvals, and payouts from one partner dashboard.
Features
Built for scale, not complexity.
Automate deal routing, lender matching, and follow-up sequences. Intelligent workflows handle inquiry through funded deal without manual handoffs.
Deal workflow
Inquiry
Match
Route
Funded
Auto-route to top 3 lenders
Trigger follow-up if no response in 48h
Notify partner when docs are complete
Reliability
Built for reliability, not just speed.
99.99% uptime target
Enterprise-grade infrastructure with redundant systems and 24/7 monitoring so capital operations stay online.
Bank-grade security
End-to-end encryption, role-based access, and SOC 2 in progress protect sensitive financial data at every layer.
Dedicated support
Priority onboarding and account support on Pro and Enterprise. We're invested in your funded-deal outcomes.
FAQ
Common questions, answered.
CapitalFlow is AI-powered capital infrastructure. You plug in client data, our intelligence engine matches them to 110+ lenders, and you deliver funding under your own brand — fully white-labeled.
No. CapitalFlow operates as infrastructure — we handle compliance, lender relationships, and regulatory requirements. You focus on clients and revenue.
Most partners are live within 48 hours. Guided onboarding gets you generating funding plans on day one.
Yes. Two lines of embed code or a branded portal link. Enterprise plans add custom domains, commission routing, and sub-partner networks.
Our engine analyzes financial profiles across 50+ data points, matches best-fit lenders from our 110+ network, and outputs a prioritized plan with approval probabilities and sequencing.
Yes — start free to explore the platform and generate your first funding plans. Upgrade when you're ready to scale volume and white-labeling.
Get Started
Your lending department is already built.
The revenue was always in your relationships — your clients, your users, your audience. CapitalFlow gives you the infrastructure to capture it. Under your brand. On autopilot. Starting today.
Trusted by advisors, brokers, and platforms across 40+ industries · 110+ lender network · SOC 2 in progress