The questionnaire collects the core inputs the AI uses to match:
Funding amount and purpose
Time in business
Industry
Revenue and financial details
Geography
Other deal context
Each answer feeds the filtering. Industry steers which sector specialists appear, loan amount checks against lender minimums and maximums, and location filters for lenders serving that geography.
Click through the walkthrough above to see those answers turn into a match list.
If you skip questions
You can skip fields and still run a preliminary matchmaking, but the more complete your answers, the more accurate and complete your matches will be. Skipping key fields can leave out lenders who would have qualified, so fill in as much as you can before relying on the results.
Related
Why did I only get one or two lender matches for my deal? Is that a problem?. What a thin match list means once the answers are in.
If I adjust the funding amount or change the industry category, will more lenders match?. What happens when you revise an answer you already gave.
Does the AI find the right lenders automatically, or do I pick them myself?. Shows what the AI does with your answers next.
What does the progress percentage on a deal mean, and how do I get it to 100%?. Skipped questions hold your completion percentage down.
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