AI That Sees the Whole Loan File Loan File And Reads Like Your Best Reviewer
From the model to the credit memo. AI review that cross-checks your full deal package before stakeholders see it.
Trusted by lenders, developers, advisory firms, and professional teams
How It Works
Upload, Draft, Review, Send With Confidence
Connect
Upload models, PDFs, spreadsheets, and your data room in one Stepscale workspace.
Draft
Draft term sheets, credit memos, and diligence updates from your prior work and uploads, without switching tools.
Review
AI cross-checks all project files; you fix issues, then send the package.
It's like having analysts on call for every model and deck, so we spend time on judgment and clients, not line-by-line spreadsheet checks.
Mark MacGregor
Arm Capital Advisory
Best in class for cutting through document volume: faster closes, fewer errors, without adding headcount.
Chris Spagnolo
Garnet Group
Use Cases
Built for Your Workflow
Lenders, Brokers & Advisors
Professional Services
10,000+ Issues Caught
Issues flagged across decks, models, and PDFs
1,500+ Documents Processed
Packages run through review on live deals
~90% Fewer Errors
Vs. manual-only QC on the same workflows
Days → Minutes
On memos, models, and diligence outputs
Enterprise grade security built in
Your project data stays yours
Stepscale is built to handle the most confidential documents.
Confidential
Private by design
Stepscale never uses your documents or prompts to train underlying AI models. Your information stays yours, always.
Secure
Bank-grade encryption
Data is encrypted using AES-256 and TLS 1.3, the same standards used by leading financial institutions.
Deal Access
Madison Smith
Owner
James Kim
Editor
External Party
No access
Private
You control access
Work together or keep projects private. Control who can view documents, drafts, and findings across each project.
Pricing
Simple, flexible plans
Choose the right plan for your team and scale as you grow.
Professional
For smaller teams
Billed annually
Request a Demo- Unlimited AI Reviews
- Connect your data room for Reviews
- Inbox Alerts
- Meeting notetaker
Business
For larger company wide deployments
Billed annually
Contact us- Bulk seat pricing based on team size and usage
- Hands-on team onboarding and training sessions
- Live chat, email, and phone support
- Data residency & deployment options