New

Light & CreditPack:Discover how it works

DealPiloot
Two-Step Flow

Record after the appointment.
Share within 60 seconds.
Calculated as soon as the figures are in.

No administrative hassle during an initial orientation, but immediately maximum depth as soon as the deal gets serious. With DealPiloot Light, you record a tight report for the entrepreneur within a minute after your meeting. Only when the client agrees and provides the annual financials do you switch to CreditPack for a fully calculated, finance-ready credit file.

Start with LightView Feature Matrix
Thoughtful Architecture

Two specialized modules, one seamless flow

No unnecessary calculations during an initial orientation, but immediately ruthless banking precision when the credit file is built.

Step 01 // Capture & ShareStandard for every intake
DealPiloot Light

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.
Is this correct? link: Share directly with the entrepreneur for verification.
Automatic checklist: Instantly an overview of documents to request.
From €49 / monthDiscover DealPiloot Light
Bank Calculated
Step 02 // Underwriting & MemoPay-per-pack or bundle
DealPiloot CreditPack

As soon as the annual accounts, tax returns, and bank transactions are in, CreditPack links the hard data to the Light meeting report for a complete, calculated credit memorandum.

EBITDA normalizations: Automatically corrected for management fees and incidental items.
DSCR & Coverage ratios: Current situation versus proposed finance.
5D Credit-Readiness: Fully aligned with the acceptance standards of Dutch banks.
€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.

01
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
02
WITHIN 60 SECONDS

Structured report

DealPiloot instantly distills all core matters: indicative figures, risk factors, an action list, and the list of documents to request.

✓ Draft ready instantly
03
SAME DAY

Client confirms via link

Send the secure web link to the entrepreneur. They read through the summary and approve with one click on 'Is this correct?'.

✓ Closed file
04
UPON DELIVERY OF FIGURES

Calculated CreditPack

Upload annual accounts and bank statements. Within minutes, the complete finance memorandum is ready with DSCR, normalizations, and 5D analysis.

✓ Bank-ready memorandum
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

Financiers and risk analysts demand files where it is immediately clear where each number comes from. 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
Listen & Test for Yourself

Experience how quickly a meeting report is created

Listen to the audio fragment of a broker in the car and see how DealPiloot generates the report and the client link within 60 seconds.

Vermeer Concrete Technology B.V. — € 230,000
Electric Machinery Investment • 08:14 min recorded in the car
Processed in 42 sec
DealPiloot LogoDealPiloot Light
Audio recording RM in the car08:14
00:0008:14
Audio Fragment (Auto-transcription)
01:14

“...Stefan Vermeer wants to lease two new electric drilling rigs, approx. €230k ex VAT. Down payment €40k from holding. Revenue grows to €1.45m. Current credit facility at bank is maturing smoothly...”

Company Owner: Stefan VermeerIntermediary: RM Auto-Sync
Voice Input: Multi-language AI Transcription Client version ready
DealPiloot Light
Draft • Shareable
Meeting ReportREF: DP-2026-V88
01Metadata & Finance Goal
Equipment Lease

Purchase of 2x electrically driven diamond drilling rigs (zero-emission equipment for infra works).

Lease value: € 230,000 ex. VATTerm: 60 moDown payment: € 40,000 (Holding)
02Indicative Key Figures ("As discussed")
AI extraction
Forecast Revenue
€ 1,450,000+18% Margin
Own Contribution
€ 40,000Holding DGA
Bank Debt
€ 85,000Regularly maturing

Zero-emission contracts with municipalities comfortably cover the operational lease obligation.

03Action List & Required Documents for CreditPack
3 Steps
Final annual financials 2024 & trial balance 2025
Received
Supplier quotes including specifications & delivery times
Requested
Statement of guarantee holding & ownership structure
In progress
Read-only client security active