What are SecureLend's agentic underwriting tools?

What are SecureLend's agentic underwriting tools?

SecureLend's underwriting agents are modular, token-metered AI tools — each handling one job in the underwriting chain. They share a single engine across three domains: equity investment (VCs underwriting startups), commercial lending (banks and non-bank lenders underwriting borrowers), and reinsurance (carriers underwriting treaty submissions).

The platform is launching first for VC firms. The same agents that precheck pitch decks and draft IC memos for investors are the ones that score loan applications and draft credit memos for lenders.

Agents are available via MCP at https://agents.securelend.ai/mcp — connect through ChatGPT (recommended for richer UI widgets) or Claude.

Two ways to buy. The per-unit prices below are the machine-to-machine (API) rate: an autonomous agent calling a tool directly pays per successful transaction, authorized and settled via Delegare. Humans working in the SecureLend app, Slack, Claude, or ChatGPT run the same agents on a flat monthly analyst tier — from $500/mo, unlimited runs, no per-page metering (pricing). Same models, same source traceability and evidence standard on both paths.

The underwriting agents

Domain is set per-call: equity_investment | commercial_loan | reinsurance_treaty. Per-unit pricing shown is the M2M/API rate.

01b. Pitch Deck Pre-check — VC launch agent Scores an inbound pitch deck against your firm's rubric blueprint. Returns overall fit %, per-criterion breakdown with hard-fail flags, strengths, weaknesses, and analyst follow-up questions. Promotes directly to an underwriting case on 'proceed'. PDF only. Pricing: $0.50 per check. First 15/month free.

01. Document Intelligence Identifies and categorises files for any underwriting domain — pitch decks, tax returns, bank statements, articles of incorporation, reinsurance treaties, identity documents. Routes each to the correct extraction workflow with a confidence score. Pricing: $0.06 per page. First 10 invocations free.

02. Structured Data Extraction Pulls structured data from unstructured documents using domain-specific blueprints — income, DSCR, burn rate, ARR, loss ratios, cap table entries — and maps them into the deal workspace. Pricing: $0.15/page (standard) · $0.25/page (custom blueprint). First 10 invocations free.

03. Quantitative Analysis Runs domain-appropriate financial models: burn multiples, runway, ARR growth for equity; LTV, DSCR, DTI for commercial lending; loss ratios for reinsurance. Produces a recommendation with rationale and a risk rating. Pricing: $1.50 per analysis. First 5 invocations free.

04. Risk Discovery Scans documents for digital tampering, metadata inconsistencies, and cross-document anomalies. Detects manipulated financials and narrative inconsistencies between a deck and public filings. Pricing: $0.24 per page. First 5 invocations free.

06. Entity Compliance Real-time AML, KYC, KYB, sanctions, and PEP screening. Bring-your-own-API-key model — register ComplyAdvantage or Refinitiv World-Check credentials once via configure_data_provider. Entity name auto-resolved from workspace documents. Pricing: $0.10 per call (infrastructure only) + provider cost. No free quota.

05. Professional Memo Generates a professional underwriting memo from all prior workspace agent outputs. Three pre-built workflows: equity/VC (IC memo), insurance (underwriting memo), lending (credit memo). Pricing: $4.99 per memo. First 2 invocations free. ~75 seconds to generate.

The VC workflow

1. Ingest deck via fetch_docsend_document (DocSend link) or manual upload
2. pitch_deck_precheck — fit %, hard-fail flags, follow-up questions (15 free/month)
3. fetch_public_filings (SEC EDGAR, free) + fetch_company_intelligence (Harmonic) for public signals
4. run_quantitative_analysis — burn multiple, runway, ARR growth
5. run_entity_compliance to screen founders (BYOAK, optional)
6. run_professional_memo(workspaceId) → IC memo ready in ~75 seconds

The only setup before the first run is a rubric blueprint for pitch_deck_precheck. Everything else writes its own workspace task logs as it runs.

VC data integrations

All free (infrastructure only). Activated once via configure_data_provider:

| Tool | Provider | Access | |------|----------|--------| | fetch_docsend_document | DocSend | Business plan | | fetch_crm_context | Affinity CRM | Sandbox account | | fetch_public_filings | SEC EDGAR | Free — no key needed | | fetch_company_intelligence | Harmonic | Free trial at console.harmonic.ai | | fetch_portfolio_metrics | Visible.vc | devs@visible.vc for test token |

Metered for machines, tiered for people

The per-unit rates above are the machine-to-machine model: an autonomous agent calling the API pays per successful transaction — no seats, no platform subscription, zero cost in a month with no calls — settled via Delegare. A bot running 30 decks/month pays roughly $0.50/check + $4.99/IC memo. Nothing more.

Human users don't meter. Working through the SecureLend app, Slack, Claude, or ChatGPT, a person runs the same agents on a flat monthly analyst tier — Junior $500, Analyst $1,500, Senior $3,000 — with unlimited runs and no per-page, per-screen, or per-memo caps. You hire the seniority you need; the volume is uncapped. See pricing.

Standalone vs integrated

The underwriting agents are an independent product from the AI-native LOS. The LOS has built-in document processing and credit memo capabilities as part of the platform subscription.

The agents target a different buyer: a VC firm wanting pitch deck precheck and IC memo generation, a lender wanting one capability via API without a full platform, or any institution that wants a single underwriting step — metered for its bots, tiered for its analysts.

Both products settle via Delegare. Lenders using either get priority placement in SecureLend's intent-driven marketplace.

Related

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• What is an AI-native loan origination system?
• Explore underwriting agents