Ridiculously Simple Investor Tracking for Private Lenders

Automate interest accrual, generate statements in seconds, and build unshakeable investor confidence. Built for pooled fund structures.

Start Free Trial

Or learn more below.

You’re Building a Lending Business, Not a Spreadsheet Company

Investor Questions You Dread

"Can you explain this calculation?" sends you into panic mode searching through formulas at 11 PM.

Hours Every Month

Manual interest calculations steal 3-4 hours every month. That's 40+ hours per year you can't spend growing your business.

Formula Nightmares

One wrong cell reference cascades into dozens of errors. Mid-month closures, rate changes, and partial months make you nervous.

Woman with brown hair smiling, sitting on a cream-colored couch against a white brick wall, wearing a gray sweater and a smartwatch.

One-Click Month Close. Zero Errors. Complete Confidence.

Professional investor deposit management built specifically for private lenders. Calculate interest for all accounts, generate statements, and lock your books—all in under 60 seconds.

  • Industry-Standard Calculations — Average Daily Balance with Actual/365 day basis. The same method banks use.

  • Automatic Month Close — One command posts interest, handles withdrawals, and locks the month.

  • Professional Statements — Generate PDF statements for all investors in seconds.

  • Audit-Ready Records — Month locking and complete transaction history for compliance.

Screenshot of a financial dashboard for Summit Credit & Lending showing the date December 21, 2025, with account summary, total balance of $527,649.00, 12 accounts, and recent transaction list on the right including dates, transaction codes, and amounts.
A bank statement from Summit Credit & Lending showing a transaction for a withdrawal of $479.00 on 10/03/2025, reducing the balance from $64,279.00 to $63,800.00.

From Spreadsheet Chaos to Automated Confidence in Three Steps

Step 1: Set Up Your Accounts

  • Import or create investor accounts

  • Set interest rates by account type

  • Flag accounts that need automatic withdrawals

Step 2: Track Deposits & Withdrawals

  • Record transactions as they happen

  • System maintains running balances automatically

Step 3: Close the Month (One Click)

  • Calculate interest for all accounts

  • Post transactions automatically

  • Generate statements in seconds

  • Lock the month to protect your audit trail

Three people working at a desk with computers in an office with large glass windows.

Stop Wrestling With Spreadsheets. Start Building Your Business.

Your investors trust you with their capital. Give them the professional, accurate, transparent management they deserve—while reclaiming your time to focus on what you do best.

Start Free Trial

No credit card required. Cancel any time.

For small offices. Up to 10 Accounts.

Free

Starter

For mid-sized offices. Up to 100 Accounts.

$395/mo

Pro

For larger offices. Unlimited Accounts.

$795/mo

Portfolio