Streamline operations and reporting across wholesale finance

Wholesale finance

Name: Equipped AI Limited
Price range: $

Supporting lenders and investment managers who provide capital to originators.

Wholesale finance teams manage credit lines to fintechs, specialist lenders, and originators with their own underlying borrower bases. Facilities are structured around eligibility criteria, concentration limits, borrowing bases, and dynamic collateral pools, yet much of this information arrives in different formats and at different levels of completeness.

Reconciling pool movements, repayments, eligibility tests, and utilisation across spreadsheets and manual trackers slows reporting and makes it harder to maintain a consistent view of collateral and advance rate headroom. Approval hierarchies, facility updates, and documentation often sit across email threads, making it difficult to maintain a clean, auditable record as facilities evolve.

As exposure grows across multiple originators and asset types, these manual processes become a barrier to scaling operations systematically.

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How we help

What you can expect

Equipped gives wholesale finance teams structured workflows, real-time oversight, and integrated controls to manage facilities with accuracy and scale:

Structured facility, collateral, and servicing workflows
Manage borrowing bases, eligibility tests, concentration limits, pool movements, and servicing actions within one controlled workflow. Drawdowns, paydowns, resets, and accruals run through consistent, auditable logic.
Real-time oversight across originators and pools
Dashboards surface utilisation, eligibility, advance rate headroom, and repayment patterns in real time, giving credit, treasury, and operations teams a single, reliable view of each facility.
Systems that integrate and scale
Waivers, amendments, and data changes follow structured approval paths with full audit trails, while integrations with treasury or general ledger systems keep downstream records aligned without manual reconciliation

With Equipped, wholesale teams operate with clearer oversight, tighter control, and the capacity to scale across more originators with confidence.

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See Equipped in action

See how Equipped can streamline your wholesale finance operations. Book a demo today to discover how to improve accuracy, reduce manual work, and gain full visibility into your loan portfolios.

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The company we keep

Where expertise
meets results

"The Equipped platform has already drastically improved the automation of several key processes, reduced our operational workload, and materially lowered the risk of human error. We now have a fit-for-purpose loan and portfolio management system. They have a well-established track record in the lending space, and we look forward to expanding the relationship in the coming years."

HTB

"The Equipped platform has already drastically improved the automation of several key processes, reduced our operational workload, and materially lowered the risk of human error. We now have a fit-for-purpose loan and portfolio management system. They have a well-established track record in the lending space, and we look forward to expanding the relationship in the coming years."

HTB