Product Guide

Deal Card

Standardized capital-opportunity format for any verified SMB.

Last updated Mar 8, 2026

Deal Card

Deal Card is the machine-readable representation of an SMB capital opportunity. It packages borrower profile, revenue health, cash flow, request parameters, recommended structure, and risk classification into a single object funder agents can evaluate.

Capabilities

ComponentDescription
Borrower ProfileLegal entity, industry, province, and time-in-business details
Revenue HealthTrailing revenue, growth, seasonality, concentration, refunds
Cash Flow SignalsDSCR, balances, expenses, payroll, overdrafts
Structure RecommendationAdvance amount, factor rate, remittance rate, payback estimate
Compliance OverlayAPR validation and risk flags

Build vs. Integrate

  • Build: schema, normalization, recommendation logic, confidence scoring
  • Integrate: upstream verification and provider data only

Integration Points

  • Verify outputs
  • Routing engine
  • Policy simulation and agent evaluation

API Endpoints