Portfolio Intelligence.
Built for MCA.
Portfolio analytics, risk intelligence, and financial operations — purpose-built for Revenue Based Financing / MCA operators who need answers after deployment to manage smarter, scale faster, and make every decision count.
Built by seasoned professionals in the industry. Designed for better decisions.
How it works
We layer on top of your existing systems.
Your CRM, servicing platform, and accounting tools each do their job well. NISO connects them — and turns what they collect separately into a single, living picture of your portfolio.
No migrations. No CRM changes. We layer on top of your existing stack, connect bank → CRM → accounting into a single source of truth, and convert daily cash movement into actionable signals your team can use in hours — not weeks.
One Integrated Platform.
Three Pillars of Control.
Each solution works on its own — but together, they give you a level of visibility and control that doesn’t exist anywhere else in the market.
Portfolio Analytics & Reporting
End-to-end portfolio intelligence — from originations to collections, profitability to delinquencies — more than 40 operational reports.
Full Lifecycle Visibility
Track every deal from origination through payoff with real-time health metrics.
Investor-Ready Reporting
Customizable summaries, profitability breakdowns, and exportable reports.
Performance Segmentation
Slice by originator, ISO, underwriter, industry, vintages, offering type — any meaningful underwriting metric.
Risk Scoring & Underwriting
Purpose-built scoring models for Revenue Based Financing — filtering low-quality deals before they cost you money.
Cut Underwriting Costs
Filter low-potential submissions early. Focus on deals that actually close.
Risk-Adjusted Pricing
Scoring directly into underwriting for consistent, data-driven pricing.
Capital Allocation
Guide strategic decisions around portfolio construction and capital deployment.
Cashflow & Management
The command center — real-time cashflow visibility, portfolio management, and strategic intelligence for leadership.
Cashflow Forecasting
Real-time inflows, outflows, and projected liquidity across your portfolio.
Executive Dashboards
High-level KPIs and drill-down analytics for management and reporting.
Finance Operations & CFO Advisory
Audit-ready bookkeeping and reconciliations, plus CFO advisory services for management and stakeholder reporting.
Borrowing Base —
Finally Done Right
When your lender asks for a Borrowing Base certificate by Monday, you need a process that doesn’t fall apart on Sunday.
The Borrowing Base is one of the most critical — and painful — processes in Revenue Based Financing / MCA. Endless Excel formulas, slow turnaround, errors that go unnoticed, and reports nobody trusts.
We rebuilt it from the ground up. Faster. Accurate. With full historical tracking — because seeing how your base evolves over time isn’t a luxury, it’s a necessity.
Spreadsheets full of fragile formulas
One wrong reference and the entire base is off. Manual processes invite cascading errors.
No historical visibility
Database snapshots over time are expensive, resource-heavy, and technically complex. Most shops don’t have it.
Temporal data architecture
Modern temporal database tech to maintain complete historical snapshots — analysis nobody else can offer.
When you see the results, you’ll know
Questions that used to be unanswerable become straightforward. Every edge case is handled.
Your Data Has a Story.
We Let You Read It.
Most companies operate with a single snapshot of today. When something changes, the old data is overwritten and gone forever.
NISO implements modern temporal data technologies that preserve every version of your database over time. Query your Borrowing Base — or any report — as it existed at any point in history.
The result? Analysis nobody else can replicate. Trend identification previously impossible. Audit trails that are bulletproof.
⚡ Fewer than a handful of MCA analytics platforms support temporal data architecture — most still overwrite yesterday to show you today. We transformed our entire stack around it.
One Platform. Complete Control.
Built for MCA operators managing active portfolios of $2M/mo.+ who need to answer to capital partners, lenders, or their own management team.
Every piece works on its own. But the real power is the integrated suite — a single command center for origination, portfolio management, cashflow, and compliance.
Sits On Your Systems
We don’t replace your CRM. We integrate on top — pulling data, processing it, returning intelligence.
40+ Reports Deep
Executive summaries to granular operational details. Every angle of your business, covered.
15 Years of Execution
$1B+ in transactions. This isn’t a startup experiment — we’ve seen every edge case.
Ready to See the Difference?
Schedule a call. We’ll answer every question — and show you what’s possible when your financials finally make sense.
Book a Demo →