FAQ
Common questions about how the platform works, who it's for, and how your data is handled. If you don't see your question answered here, get in touch — we'd rather hear it directly.
ABOUT THE PLATFORM
Intrepid is an AI-powered funding and deal-management platform that connects businesses, brokers, and lenders in one secure, intelligent system. We streamline underwriting, automate deal matching, and unlock growth capital — so businesses get funded faster, and capital providers deploy with greater confidence.
Brokers originating deals, businesses applying for funding, and private credit funds and institutional lenders deploying capital. The platform is built so all three sides can work together in one system, with each role getting tools tailored to how they actually work.
Most fintech platforms pick one lane — they're either a direct lender, a software vendor, or a lead marketplace. Intrepid connects the entire capital stack: real-time financial data replaces static applications, AI-powered scoring matches deals to the right capital, and brokers retain full control over their client relationships and economics.
FOR BROKERS
Yes. Brokers can add dynamic applications to their own website without writing any code, and the entire client experience is branded as the broker's — not Intrepid's.
No. Brokers keep 100% of their commissions. Intrepid does not take a cut on deals.
The platform connects to common accounting, banking, and ERP systems — including Xero, QuickBooks, NetSuite, Zoho, FreshBooks, Sage, and MYOB — so financial data flows in automatically without manual document collection.
FOR LENDERS & FUNDERS
Each lender configures a credit box — industry, geography, revenue range, collateral type, risk profile — and only deals matching those criteria are surfaced. Scoring models can be tuned to align with your specific underwriting framework.
Curated, pre-screened opportunities sourced through Intrepid's broker network. Every deal arrives with structured financial data and a complete documentation package — not a raw lead.
AI-driven analysis evaluates cash flow, revenue stability, AR quality, and risk signals using live financial data. The output is structured to match institutional underwriting workflows, with full transparency into how each score was generated. It's not a black box.
FOR BUSINESSES
A range of options including AR-backed financing, revenue-informed capital, institutional credit, and other structures matched to each business's profile. There's no single one-size-fits-all product.
A single application covers multiple funding options. Most of the data collection happens automatically through secure integrations with banking and accounting systems, so businesses don't need to manually upload stacks of statements.
Most documentation is collected automatically through our integrations. Anything beyond that is requested as needed for the specific funding option being evaluated, with clear status tracking so nothing gets lost.
SECURITY & DATA
All data is encrypted at rest using AES-256 field-level encryption for sensitive PII, and in transit over TLS. Access is governed by least-privilege controls, all uploads are scanned for malware, and a 35-day backup retention window protects against data loss. Full security posture is detailed on our Trust Center.
No. We do not sell customer data, do not share it for advertising purposes, and do not use customer data to train any AI model — our own or a third-party provider's.
AI is used to extract structured information from financial documents — transaction records, balances, account fields, financial statement data. It is not used to make eligibility, credit, underwriting, or other consequential decisions about individuals. Read the full AI use policy on our Trust Center.
GETTING STARTED
Schedule a demo and someone from the team will walk you through the platform. From there, onboarding is tailored to your role — broker, lender, or business — so you only set up what's relevant to how you'll use Intrepid.
Pricing depends on the type of partner — broker, lender, or business — and the specific deal structures involved. Schedule a demo for a walkthrough tailored to your role.
Schedule a demo or send us a note — we'll get you a real answer, not a generic FAQ.