Two-Step Flow

From voice intake to bank-ready credit dossier in two logical steps.

No administrative burden during initial exploratory talks, but instant computational depth as soon as the deal turns serious. With DealPiloot Light, you capture a crisp report for the client within a minute. Once approved and financials arrive, switch to CreditPack for automated balance sheet analysis and a bank-ready credit memorandum.

Start with Light View Feature Matrix

Thoughtful Architecture

Two specialized modules, one seamless flow

No unnecessary number-crunching during early consultations, but razor-sharp balance sheet and cash flow analysis as soon as the financing application takes shape.

Step 01 // Capture & ShareStandard for every intake

Freely record 3 to 10 minutes in the car or at the office after a client appointment. Within 60 seconds, you receive a structured report including missing points and a secure entrepreneur link.

Voice-first capture: Speak fluently without input fields.

Advisor in the driver's seat: AI proposes, you authorize. Edit numbers or wording in seconds; nothing reaches the client without your explicit sign-off.

Is this correct? link: Share directly with the entrepreneur for verification.

Automatic checklist: Instantly an overview of documents to request.

From €39 / mo (billed annually) or €49 / moDiscover DealPiloot Light

Finance-Ready

Step 02 // financial analysis & memoPay-per-pack or bundle

Once annual accounts, tax returns, and bank statements arrive, CreditPack analyzes balance sheets and cash flows, binding the hard figures to the intake report for a complete credit memo.

Balance sheet & cash flow analysis: Automated parsing of balance sheets and income statements.

Debt service capacity & ratios (DSCR): Current standing versus proposed financing scenario.

Bank-ready memorandum: Fully aligned with underwriting criteria of banks and SME lenders.

Your expert advisor opinion: balance sheet and cash flow calculated to EBA standards, with your independent professional judgment as the decisive factor.

€79 per file or discount bundleView CreditPack Bundles

Timeline & Process

The journey of a finance application

From unstructured coffee chat to banking approval memorandum in 4 transparent stages.

0 - 10 MINUTES

Speak freely

Get in the car or click record on your laptop. Speak freely for 3 to 10 minutes about the funding need, entrepreneur, securities, and context.

✓ No input forms

WITHIN 60 SECONDS

Sharp draft & quick review

DealPiloot structures your notes into a crisp draft report (v1.0). You verify the numbers, adjust nuances, and authorize in seconds.

✓ Full editorial control (v1.0 → v1.1)

SAME DAY

Financial Analysis & Extraction

Upload annual reports and bank records. CreditPack reads balance sheets and P&L, normalizes cash flow, and tests true debt service capacity.

✓ Closed file

UPON DELIVERY OF FIGURES

Financials & Advisor Memo

Client delivers documents? CreditPack models cash flow, ratios, and DSCR. You formulate your professional advisor opinion for a decision-ready file.

✓ AI models • Advisor decides

Transparent Specifications

Feature Matrix: Light vs. CreditPack

See exactly which functionalities are available in which phase of the advisory process.

1. Capture & Audio

Speak freely with automatic noise filtering.

2. Evidence & Verification

'Is this correct?' web link with time and IP stamp.

3. Sharing & Exports

PDF export in own branding & CRM export.

4. Credit Analytics

Normalized EBITDA, DSCR and 5D scorecard.

AUDIT-GRADE FILE STANDARD

Strict separation between facts, figures, and advisory opinion

A file is stronger when it is immediately clear who stated what, and when. DealPiloot enforces a watertight separation: statements from the entrepreneur are labeled as 'as discussed', financial ratios are traced back to uploaded annual reports, and the professional judgment of the broker stands clearly alongside it.

✓ 0% Black-box assumptions•✓ EBA-guidelines compliant•✓ Instantly verifiable

Ready for acceleration?

Get started immediately with bank-ready dossiers

Experience firsthand how DealPiloot converts your client intakes into professional reports and complete financing applications.

View pricing & plans Schedule a demo

No credit card requiredGDPR-compliant & bank standardInstantly operational