Capitalize
Capitalize is an AI-powered data platform for commercial real estate finance. It gives brokers and lenders loan comps, a lender database, and borrower insights to source deals and refinance maturing CRE debt.
Best for: CRE mortgage brokers and lenders sourcing borrower-lender matches, loan comps, and refinancing leads
Last reviewed 6/2/26
- Integrations
- Property types
- Multifamily, Industrial, Hospitality, Office, Commercial
- Geography served
- United States
How Capitalize uses AI[1][2][3]
Capitalize runs AI agents that read loan documents, mortgage records, PDFs, and public filings to build borrower profiles, surface comparable loans, and match brokers with the right lenders. The agents automate skip-tracing and underwriting research, cutting tasks that took hours down to seconds.
- • AI agents parse structured, semi-structured, and unstructured sources (loan documents, mortgage records, PDFs, public filings) to generate borrower profiles
- • Automated borrower-lender matching the company reports is 7x more accurate at identifying contact details than conventional databases
- • Skip-tracing and underwriting research reduced from hours to seconds across multifamily, industrial, hospitality, and office assets
AI type: AI agents over a CRE loan and lender dataset, built on multiple LLMs (OpenAI, Gemini, Mistral, Llama, Claude, Grok)
Key numbers[2][4][1]
- • $4M seed round closed (announced July 2025)
- • Database of 100,000+ lenders, 12M+ mortgages, 650K+ lender contacts, and 2M+ sponsors
- • Company reports borrower-lender matching is 7x more accurate at identifying contact details than traditional databases
- • Over 250 companies on the platform since launch
- • 200+ paying clients within four months of monetization
Credibility[5][4][1]
- Founders & team
- Co-founded by Luke Morris, co-founder of Crexi and former VP of Sales at Auction.com, with Soren Craig and a team of CRE veterans and engineers
- Customers
- Reports more than 250 companies on the platform and over 200 paying clients within four months of monetization; press lists CBRE, Walker & Dunlop, and NorthMarq among users
- Investors
- Lerer Hippeau, Sway Ventures, FJ Labs, Treasury, and fintech leaders including co-founders of Acorns and Betterment
Founded
2024
Headquarters
Newport Beach, California, USA
Stage
Seed
Sources
- Capitalize official website
- CRE Daily - Capitalize Launches First AI Agents for CRE Financing
- CREtech - Capitalize Launches AI Platform to Unlock $3 Trillion in Maturing CRE Debt
- Pulse 2.0 - Capitalize.io $4 Million Seed Funding Raised
- Yahoo Finance - Crexi Co-Founder Launches AI Data Company
- Capitalize on LinkedIn
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