Guided Deal Software

Deal guiding and modeling software that streamlines the lending process from LOI to close.

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Models Dashboard

For small business borrowers, lenders, and advisors, getting to approval is too painful.

Max eliminates the need for financial training, guiding borrowers through the entire lender diligence and model process.

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Cloud-Based
Our cloud-based platform allows you to work quickly from anywhere
Simple to Complex Perfect Model
Borrowers can easily create a model tailored to the lender’s needs, from simple to complex

Accelerate your process

Fast, user friendly, and guided. Every step of the way.

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Answering general questionnaires and manually producing forecasts tedious.

Instead request customizable intake information and create model templates tailored to your specific needs.

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A common platform with flexibility to create the models you want for the insight you need
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Offers an unparalleled ability to create, interpret, share and track progress
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Easy to export
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An approachable option for professionals who prefer Excel

Exports to Excel

Designed to export to Excel for easy integration

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We created MaxIterations to give lenders access to the best projection and spreading tools on the market

James Adler, CEO

About Us
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Want to be part of our team?

Help us build innovative software that’s revolutionizing the way deals get done.

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