Co-brand Card Pipeline Builder
Accelerate your business development with AI-generated research, automated financial modeling, and professional business case documents—all in one powerful platform.
From initial research to final approval, streamline your entire business case workflow
Automatically generate comprehensive company research dossiers with market analysis and use case recommendations.
Generate 3-year financial projections with monthly breakdowns, cardholder growth curves, and revenue forecasting.
Create professional, presentation-ready business cases with executive summaries, strategic rationale, and implementation plans.
Consolidate pipeline across all agents, apply scenario planning with revenue haircuts, and track performance metrics.
BD Agents create and manage projects, Reviewers approve cases, and Administrators oversee the entire portfolio.
Built-in review and approval processes with comment threads, version control, and audit logging.
Six simple steps from concept to approved business case
BD Agents start by creating a new project with basic organization details and program parameters.
Our AI analyzes the company, industry context, and generates tailored mCards use cases automatically.
Examine automated financial projections including cardholder growth, transaction volumes, and revenue forecasts.
With one click, create a comprehensive business case document ready for stakeholder presentation.
Send the business case to reviewers who can provide feedback, request changes, or approve the project.
Monitor approved projects in the portfolio dashboard with consolidated metrics and agent performance tracking.
Faster Business Case Creation
Automated Financial Modeling
Comprehensive Projections
Join your team on the mCards Pipeline and start building high-quality business cases today.