Built for Capital Advisors
Mistakes cost lender relationships
Stepscale catches every inconsistency in your deal room before it reaches your lenders.
Underwriting Review
Submit packages lenders trust immediately
One wrong number can stall a deal or lose a lender you've worked years to build. Stepscale cross-references your pro forma, rent roll, and OM automatically so nothing slips through.
Automated cross-referencing
Instantly surfaces conflicting numbers between your financial model, offering memorandum, and supporting documents across every file in your data room.
Lender-ready packages
Every package goes out polished. Stepscale proofreads every client-facing document for errors, stale assumptions, and inconsistent terms before it leaves your desk.
"Stepscale has completely transformed the way we work. It's like having an extra team of analysts working around the clock, letting us focus on strategy instead of spreadsheets."
Mark MacGregor
ARM Capital Advisory
Deal Management
Condition and deliverable tracking across every active deal
Funding conditions, consultant deliverables, and expiring documents across five active deals are easy to miss. Stepscale tracks every outstanding item across the full pipeline so nothing slips before a closing.
Condition tracking
Every lender condition, consultant deliverable, and reliance letter across all active deals — tracked in one place.
Expiry alerts
Flags expiring documents and unmet conditions before they stall a closing.
90%
fewer errors reaching lender approval
Deal Communications
Critical deal details, surfaced from email and calls
Revised assumptions get buried in email threads. Scope changes get mentioned on calls and never updated in the model. Stepscale scans deal emails and joins meetings to surface anything that affects underwriting.
Email intelligence
Scans deal-related emails for scope changes, revised assumptions, and material updates that should be reflected in underwriting.
Meeting intelligence
Captures commitments, revisions, and open items from deal calls automatically.
"I use Stepscale daily. It's a first-of-its-kind platform that actually delivers. They've cut through complexity, sped up my project timelines, and elevated work that was previously only possible with a large team."
Chris Spagnolo
Garnet Group
Performance
25,000+
Issues identified across 100+ real estate deals
~90%
Fewer errors reaching client and lender approval
3x faster
Increase in review depth vs. manual processes
ROI in 30 days
From reduced errors, revisions, and resubmissions
FAQ
What does Stepscale do for capital advisors?
Stepscale is an AI-powered deal review platform built for capital advisors. It automatically cross-references your pro forma, rent roll, offering memorandum, and supporting documents, flags inconsistencies before they reach your lender, and tracks every outstanding condition and deliverable across your full pipeline.
Can Stepscale catch errors before a package goes to a lender?
Yes. Stepscale cross-references every file in your deal room and flags conflicting numbers, stale assumptions, and inconsistent terms before the package leaves your desk. Every submission goes out clean, which protects your lender relationships and reduces resubmissions.
What deal documents can Stepscale analyze?
Stepscale analyzes pro formas, rent rolls, underwriting models, offering memorandums, loan agreements, appraisals, environmental reports, title documents, insurance certificates, lender term sheets, deal-related emails, and meeting transcripts.
How does Stepscale track conditions across multiple active deals?
Stepscale maintains a live tracker of every lender condition, consultant deliverable, reliance letter, and expiring document across all your active deals. It flags anything at risk of stalling a closing before it becomes a problem, replacing spreadsheets and email threads scattered across your team.
Is my deal data secure?
Yes. All data is encrypted with AES-256 at rest and TLS in transit. Your files are never used to train shared AI models, and each company operates with isolated, private AI agents. Stepscale is also pursuing SOC 2 Type II certification.
Does Stepscale replace my advisory team's review process?
No. Stepscale works alongside your team as an additional layer of review. Your advisors still own every decision and every client relationship. Stepscale ensures they are working from accurate, consistent information and that nothing gets buried before a submission.
How quickly can my team get started?
Most advisory teams are reviewing their first deal within a day. Onboarding includes guided setup and live role-based training, with no IT integration required. You upload your documents and the AI begins cross-referencing immediately.
