Investment of $4 Million Secured to Link Intermediaries in Loan Provision with Potential Clients
In the midst of a significant credit crunch in the commercial real estate (CRE) industry, where trillions of dollars in debt are set to mature over the next few years, a new solution has emerged. Capitalize.io, an AI-powered CRE data platform, is designed to revolutionize how brokers and lenders source deals and manage refinancing amidst this massive wave of maturing CRE debt, exceeding $3 trillion through 2027.
This innovative platform aggregates fragmented and often hard-to-access CRE finance data from multiple sources—including PDFs, mortgage records, public filings, and loan documents—and uses proprietary AI technology to structure, enrich, and verify this data in real time. This automation dramatically reduces manual research from hours to seconds, increasing accuracy in matching borrowers and lenders.
Brokers and lenders stand to gain several key advantages with Capitalize.io. Instant access to active borrower and lender data, maturing loans, and refinancing opportunities enables faster deal sourcing and capital matching. AI-powered skip tracing and data enrichment provide real-time contact details and competitive market insights, improving efficiency and effectiveness. Automation of underwriting and origination work reduces manual underwriting efforts, while benchmarking competitor activity and sourcing deal flow across major property types such as multifamily, industrial, office, and hospitality makes the platform broadly useful for CRE finance professionals.
Since its public launch in 2025, more than 250 companies have adopted Capitalize, and it is projected to exceed $1 million in annual recurring revenue by year-end 2025. The platform's AI agents are reportedly seven times more accurate at identifying borrower-lender matches than traditional databases, offering a purpose-built, AI-driven solution that helps CRE brokers and lenders overcome the industry’s data fragmentation and outdated processes, enabling them to efficiently unlock liquidity and address refinancing challenges amid tight credit markets.
Investors such as Lerer Hippeau and Sway Ventures have backed this founder-led platform, recognizing its potential to bring modern infrastructure to an industry that desperately needs it. Luke Morris, co-founder of Capitalize, states that AI allows for the consolidation of CRE finance data, making it actionable for brokers and lenders. Co-founder Soren Craig leads the development of the AI engine for skip tracing and data enrichment, serving brokers and lenders nationwide from Newport Beach and Los Angeles.
Brian Nugent, Founding General Partner at Sway Ventures, asserts that Capitalize is launching at the right time, given the historic credit crunch in commercial real estate. Ben Lerer, Managing Partner at Lerer Hippeau, emphasizes that Capitalize provides brokers and lenders with a first-mover advantage, enabling them to spot refis, distress, and lender activity before the rest of the market catches on. Luke Morris deeply understands the nuances of CRE market dynamics and has built a platform that turns data into clarity for brokers and lenders.
Capitalize offers an AI-first approach to help brokers and lenders stay competitive in the commercial real estate market, providing them with the tools they need to navigate the current credit crunch and continue driving growth in the industry.
