Smart Prospecting For Commercial Banking

Startline is an AI-driven service that finds local businesses in your bank’s sweet spot - at the time they’re most likely to need financing or a new banking relationship.

We’ve just kicked off with one bank in Illinois, and looking for a few more banks to join our Fall 2025 pilot.

What’s Included in the Pilot

  • ✺ Custom Scoring Model

    We apply a scoring framework that ranks prospects by fit and opportunity - tuned to your bank’s sweet spot.

  • ✺ Human, not AI Partner

    A dedicated human partner learns your bank’s goals and is your interface with Startline. Your team does not have to use a new system.

  • ✺ CRM Support

    If you use a CRM, we can feed leads directly to it. If not, we’ll track activity for you.

  • ✺ Visibility

    Simple reports show leadership where outreach is happening - and where it isn’t.

  • ✺ New SMB Opportunities

    Within the first 30 days, we are sending your team new, local SMB leads to contact.

  • ✺ Short-Term Pilot

    You’ll participate in a 4-month pilot starting in Fall 2025. Low, flat fee, and clear outcomes.

What To Expect

Within 30 Days

  • 50+ researched local leads

  • Scoring model tuned to your bank

  • First action plan

Within 60 Days

  • Your lenders are reaching out to the leads

  • Follow-up reminders and tracking

  • Simple leadership reports

Within 90 Days

  • Unified pipeline visibility

  • Sales coaching insights

  • Weekly action lists and new leads sent to your team

Join the Pilot This Fall

Startline is a new AI + human service, being built in partnership with a few forward-thinking banks. We source opportunities from UCC, CRE, and other public data, then tune the scoring model with your input.

We’re partnering with five banks this fall at a low flat monthly rate. Ideal for banks focused on growing in C&I / CRE-heavy areas. Our first bank is already underway.

This isn’t a software trial: you’ll get real sales opportunities while helping to shape Startline to your team’s workflow.

Ready to get your lenders into more SMB conversations?

Schedule a call to learn more.

 Contact us.

  • 8816 Manchester Rd PMB 201

    St. Louis, MO 63144

  • 314.966.2430