For Lenders, Asset Managers & Investors

One-stop shop for your lending portfolio.

Standardize borrower data and reporting, verify calculations, and ensure compliance with Setpoint. With no extra work from your team.

Accelerate capital deployment and reduce borrower risk instantly.

Structure borrower data

Turn inconsistent borrower data into standardized, structured data tapes. 

Automate calculations & funding

Ensure accurate funding calculations and deploy capital faster.  

Monitor & forecast ROI

View vintages, projections, and current exposure in one place. 

Setpoint offers quality capital markets operators with high data standards adept at configuring technology and services to meet individual facility needs. They set up tech-enabled processes that foster greater precision in diligence and calculation agent reports, which translates to faster fundings and ongoing compliance.

Setpoint’s integration has helped expedite warehouse operations for our lending team and our borrowers.

Tier 1 Institutional Bank

With Setpoint’s technology, our company is able to fund transactions in a matter of hours, not days or weeks. Setpoint has enabled us to improve closing times without relying on rigid, expensive sources of capital.

The platform’s speed and ease of use is unparalleled. As a result, we save time, money, and stress – which is important as we rapidly scale.

Real Estate Lender

Setpoint has been adding business value since Day 1. I’ve been in Excel for most of my career and I’ve never seen software like this. We hired them a few months after closing a warehouse line and their Capital Markets team uncovered inconsistencies in our models. The Setpoint team closely reviewed the the credit agreement terms and ensured we were accurately managing our borrowing base.

Setpoint’s technology now automates our borrowing base and monthly servicer reporting, which is 99% faster than our current process. This positions us well for growth.

SMB Originator

Our Capital Markets team was really impressed with Setpoint’s thoroughness throughout the technical build process, which they maintained while implementing our account at record speed.

We will be using Setpoint third party services for every new securitization issued in 2024 and are exploring a path to use the Capital OS  software on all of our warehouse lines.

Auto Originator

Setpoint offers quality capital markets operators with high data standards adept at configuring technology and services to meet individual facility needs. They set up tech-enabled processes that foster greater precision in diligence and calculation agent reports, which translates to faster fundings and ongoing compliance.

Setpoint’s integration has helped expedite warehouse operations for our lending team and our borrowers.

Tier 1 Institutional Bank

With Setpoint’s technology, our company is able to fund transactions in a matter of hours, not days or weeks. Setpoint has enabled us to improve closing times without relying on rigid, expensive sources of capital.

The platform’s speed and ease of use is unparalleled. As a result, we save time, money, and stress – which is important as we rapidly scale.

Real Estate Lender

Setpoint has been adding business value since Day 1. I’ve been in Excel for most of my career and I’ve never seen software like this. We hired them a few months after closing a warehouse line and their Capital Markets team uncovered inconsistencies in our models. The Setpoint team closely reviewed the the credit agreement terms and ensured we were accurately managing our borrowing base.

Setpoint’s technology now automates our borrowing base and monthly servicer reporting, which is 99% faster than our current process. This positions us well for growth.

SMB Originator

Our Capital Markets team was really impressed with Setpoint’s thoroughness throughout the technical build process, which they maintained while implementing our account at record speed.

We will be using Setpoint third party services for every new securitization issued in 2024 and are exploring a path to use the Capital OS  software on all of our warehouse lines.

Auto Originator

Setpoint offers quality capital markets operators with high data standards adept at configuring technology and services to meet individual facility needs. They set up tech-enabled processes that foster greater precision in diligence and calculation agent reports, which translates to faster fundings and ongoing compliance.

Setpoint’s integration has helped expedite warehouse operations for our lending team and our borrowers.

Tier 1 Institutional Bank

With Setpoint’s technology, our company is able to fund transactions in a matter of hours, not days or weeks. Setpoint has enabled us to improve closing times without relying on rigid, expensive sources of capital.

The platform’s speed and ease of use is unparalleled. As a result, we save time, money, and stress – which is important as we rapidly scale.

Real Estate Lender

Setpoint has been adding business value since Day 1. I’ve been in Excel for most of my career and I’ve never seen software like this. We hired them a few months after closing a warehouse line and their Capital Markets team uncovered inconsistencies in our models. The Setpoint team closely reviewed the the credit agreement terms and ensured we were accurately managing our borrowing base.

Setpoint’s technology now automates our borrowing base and monthly servicer reporting, which is 99% faster than our current process. This positions us well for growth.

SMB Originator

Our Capital Markets team was really impressed with Setpoint’s thoroughness throughout the technical build process, which they maintained while implementing our account at record speed.

We will be using Setpoint third party services for every new securitization issued in 2024 and are exploring a path to use the Capital OS  software on all of our warehouse lines.

Auto Originator

Here’s how it works.

Start optimizing your capital, with zero lift needed from your engineering teams.

01
Digitize Credit Agreements
02
Standardize & centralize data
03
Optimize your portfolio
04
Automate funding, reporting & compliance
05
Integrate Third Party Services

Trusted by all types of capital providers.

Institutional Lenders

Standardize borrower data, reconcile cals, and manage 100 lines across ABL. Access real time analytics and track loan-level data.

Asset Managers

Leverage our asset modelling tools to underwrite new loans, project IRR/MOIC, and manage credit lines.

Private Credit

White label our software to manage funding operations and centralize all borrower activity in a single platform.

Resources from Setpoint.

Speak to our experts, today.

Get simple software and tech-enabled Third Party Services, faster than ever before.