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What it is

Deal Workflow, Organized in One Place

Transactions stall when documents, parties, and next steps live in separate inboxes. Deal Pilot keeps the workflow visible so nothing waits on a message no one remembers sending.

  • Deal organization

    Keep documents, parties, and next steps for a transaction in one place.

  • Workflow visibility

    See where a deal stands instead of reconstructing it from email threads.

  • Follow-through

    Track what is outstanding so requests do not stall between parties.

Who it's for

Built for People Who Run Deals, Not Just Deals on Paper

  • Business owners managing an acquisition or sale
  • Brokers and advisors coordinating multiple parties
  • Teams tracking documentation across a transaction

How it works

From Demo to Setup

  1. Request a demo

    Tell us how your deals move today.

  2. See the workflow

    Our partner walks through the solution.

  3. Decide the fit

    Confirm whether it suits your volume and process.

  4. Get set up

    Onboarding and support are handled by the partner.

Lead Engine

Look Up Businesses That Need Capital Right Now

A manufacturer wins a federal contract. A paving contractor's lien lapses in twelve days. A freight company gets its operating authority granted. Deal Pilot triangulates public-record signals like these so outreach starts with a reason.

  1. 1Public records are watched continuouslyUCC filings, building permits, federal and state contract awards, SBA data, and more.
  2. 2Signals get matched to your criteriaFiltered to the industries, states, and loan sizes you actually work on.
  3. 3You see it in the feedFilter the sample below, open a signal for the underlying detail, reveal the contact.
  • Salt River Steel Fabrication

    New

    Manufacturing

    Phoenix, AZ · Flagged 3 days ago

    Estimated loan size

    $750k – $1.2M

  • Mesa Grade & Paving Co.

    New

    Construction

    Mesa, AZ · Flagged 9 days ago

    Estimated loan size

    $250k – $500k

  • Tolleson Freight Lines

    Logistics

    Tolleson, AZ · Flagged 16 days ago

    Estimated loan size

    $300k – $650k

  • Scottsdale Family Care Group

    Healthcare

    Scottsdale, AZ · Flagged 41 days ago

    Estimated loan size

    $150k – $240k

This is four businesses. Deal Pilot draws from 25+ signal types.

The platform searches public records across your target states and industries so you can see what is happening in your market.

The businesses, names, and figures shown above are illustrative examples created for this demonstration and do not represent real companies. Any financing is subject to underwriting, eligibility, documentation, and lender approval.

Get access

Request a Demonstration

Scheduling, purchase, and support for Deal Pilot are handled directly by our technology partner. Send an inquiry and we will connect you.

Deal Pilot demonstrations are scheduled by our technology partner. Send an inquiry and we will connect you.

Send an Inquiry

Partnership disclosure

Deal Pilot is provided through a strategic technology partnership with Mach AI. Access Capital Arizona does not develop or operate the software, and may receive compensation in connection with partner solutions. Evaluate any solution based on your own business needs.