PevizslaProfessional tools for commercial finance

AI credit assessment built for
commercial finance brokers

Upload accounts, model deals, match lenders, and export professional credit papers — in minutes, not hours.

Prefer a walkthrough? Book a free demo

Mandate — Assessment

DSCR (EBITDA)

1.87x

Leverage

3.2x

EBITDA

£842k

Interest Cover

4.1x

Revenue

£4.2m

+12%

Gross Profit

£1.8m

+8%

Net Debt

£2.7m

< 10 min

per assessment

50+

lender criteria

AI-powered

document extraction

Everything you need to close more deals

Built specifically for commercial finance brokers who need speed, accuracy, and professional outputs.

AI Document Extraction

Upload PDF accounts and AI extracts every figure automatically. Review before saving.

Automated Lender Matching

RAG-rate every deal against your full lender panel in seconds.

Professional Credit Reports

Export print-ready credit memos with cover pages, narratives, and audit trails.

Group Consolidation

Model holding structures with intercompany eliminations and entity org charts.

CFADS Modelling

Full indirect cash flow bridge with NWC, capex, and debt service components.

Audit Trail

Every figure is traceable — AI-extracted or manually entered, with timestamps.

From accounts to credit paper in four steps

A guided workflow takes you from raw financials to a lender-ready report — no spreadsheets required.

1

Add the company

Search Companies House or enter details manually. Pull filed accounts automatically where available.

2

Capture financials

Upload accounts for AI extraction or type figures in. Build group structures and consolidate entities.

3

Structure the deal

Add proposed and existing facilities, security, and EBITDA / CFADS adjustments to model the funding.

4

Review & export

See DSCR, leverage, LTV and cash-flow metrics, match lenders, then export a professional PDF credit paper.

Simple, transparent pricing

Start with a 7-day free trial on Monthly Pro — or pay per report. Cancel anytime.

Per Report

Occasional users, no subscription

£50/report
  • Per report assessment
  • PDF export
  • Lender matching
  • Email support
  • AI document extraction
  • Audit trail
Get started
MOST POPULAR

Monthly Pro

Active brokers — Unlimited use

£150/month

✓ 7-day free trial — cancel anytime

  • Everything in per report plus
  • Unlimited assessments
  • Priority support
Start 7-day free trial

Not sure which plan fits? Book a free demo →

Trusted by commercial finance professionals

Mandate has cut our credit paper preparation time by at least 70%. The AI extraction alone is worth the subscription.

James Whitfield

Director, SME Lending

The lender matching matrix is brilliant — we can RAG-rate a deal against our entire panel in under a minute.

Sarah Okafor

Senior Broker, Asset Finance

Our credit committee presentations have never looked more professional. Clients notice the difference.

Mark Hennessy

MD, Commercial Finance Brokerage

Frequently asked questions

Everything brokers ask before getting started.

How does pricing work?+

Choose Per Report at £50 per assessment, or Monthly Pro at £150/month for unlimited assessments. You can change or cancel any time from your account.

Do I need to install anything?+

No — Mandate runs entirely in your browser on any device. There is nothing to download or maintain.

Can Mandate read a set of accounts automatically?+

Yes. Upload a PDF of the company’s accounts and Mandate extracts the P&L and balance sheet into editable inputs. Always review the figures against the source.

Does it handle group structures?+

Yes. Build a group, enter each entity’s accounts, and Mandate consolidates them with intercompany eliminations for an accurate group view.

What do I get at the end?+

A professional, lender-ready PDF credit paper with full financial analysis, debt metrics, cash-flow modelling, lender matching and your narrative.

Is my data secure?+

Your assessments are private to your account. See our Privacy policy for how we handle your data.

New to Mandate? Read the guides or get started.

Ready to see it in action?

Book a free, no-obligation demo and we'll walk you through assessing a deal end-to-end — or start straight away.