OUR MISSION

Arming the Independent Broker to Hunt Like a Firm

We're building the platform that gives a solo commercial loan broker the intelligence of a 10-person team—so they can stop being data-entry clerks and start being closers.

Our Inspiration

After years in M&A advisory and financial due diligence, we kept running into the same person on the other side of complex private credit deals: the independent commercial loan broker. Seasoned, sharp, with a rolodex that took 20 years to build—and still doing everything by hand.

Enterprise bank systems like nCino cost six figures and assume the institution already has the lead. AI underwriting tools were built for banks, not brokers. Lead providers were selling the same noisy lists to dozens of competitors at once. Nobody had built a "Hunter" tool for the person who needed to find three quality $2M deals a month.

We saw the gap clearly: public records contain a goldmine of high-intent signals—contract wins, lien expirations, license applications, equipment purchases—that no one was aggregating for the broker. And the 2026 privacy laws that killed traditional credit-trigger leads? They made public record triggers more valuable, not less.

Why We Started This

We founded DealPilot because we believe the independent commercial broker is the most underserved professional in financial services. They move the most complex capital in the alternative lending market—and they do it with spreadsheets, manual Google searches, and gut instinct.

They shouldn't have to choose between spending Tuesday spreading financials in Excel or spending Tuesday on the phone closing a deal. They shouldn't lose 10 hours to a skeleton that a 60-second public records check would have caught on Monday morning.

By combining trigger-based lead intelligence, instant risk triage, and AI financial spreading into one dashboard, we enable a solo broker to operate like a firm—focusing 100% of their energy on the art of the deal while DealPilot handles the science of the search.

WHAT WE'RE BUILDING

Our Goals

Democratize Deal Intelligence

Make public-record trigger intelligence—the kind large institutions pay data teams to build— accessible to every solo broker at a price that makes sense for a one-person shop. Level the playing field so relationships and expertise matter more than headcount.

Eliminate the "Skeleton Tax"

Every broker pays a hidden tax in lost hours on deals that die at the finish line. Our goal is to make 60-second risk triage the industry standard—so brokers stop spending their best hours on files that were never going to close.

3x the Volume, Zero Extra Headcount

The best brokers are limited not by skill but by bandwidth. By automating the "Science of the Search"—lead gen, triage, and financial spreading—we free them to handle three times the deal volume with the same one-person operation.

THE TEAM

Meet Our Founders

Ziye Lin

CEO & Strategy

Ziye brings over a decade of M&A and financial due diligence experience to DealPilot. As a former Director in FTI Consulting's Technology, Media, and Telecom practice, he led engagements spanning due diligence analytics, M&A advisory, and post-merger integrations for both strategic buyers and private equity firms.

At FTI, Ziye sat on the institutional side of hundreds of private credit and M&A transactions— and watched independent brokers navigate the same complex deals with a fraction of the resources. That gap is what DealPilot is built to close.

Stevie Rhim

Chief Business Officer

Stevie serves as Chief Business Officer, bringing deep expertise in product strategy and go-to-market execution from the high-tech sector. As a former Director of Product Management and Marketing, he led cross-functional teams to launch multiple full-stack hardware and software solutions from concept to commercial success.

Stevie's strength is translating complex technical capabilities into products brokers actually want to use. His mission is to make DealPilot the indispensable operating system for every independent commercial loan broker in America.