Documentation
Guides for getting the most out of Cyphr.
Getting Started
- What is Cyphr AI?What Cyphr AI does for businesses, lenders, and providers, and what it doesn't do.
- Which account type do I have?The account types on Cyphr AI and where to find the help written for yours.
- Signing in and your platform's web addressWhy the web address you use matters, and how to sign up and sign in.
- How Cyphr AI worksThe five steps every business follows, from assessment to funding.
Business Owners
- Your first sessionCreate your account, choose your industry, and complete your assessment.
- Understanding your Cyphr scoreWhat your Cyphr score measures, what it doesn't, and how to improve it.
- Action itemsWhat an action item is, how to read one, and the three ways items close.
- Updating an answer without redoing your assessmentHow field updates let you correct one answer and close the action item it caused.
- Connecting your bankWhy to connect your business bank account, what Cyphr AI can and can't do with it, and how to manage the connection.
- Business verificationWhat business verification confirms, what to do if something doesn't match, and what lenders see.
- ScenariosMeasure your business against a specific opportunity, such as a contract, grant, or event.
- Capital matches and applyingHow you qualify for a loan program and how to share your application with a lender.
- After you applyEditing your request, messaging the lender, change requests, decisions, and withdrawing.
- Finding a providerFind accountants, consultants, and advisors who can help you close your gaps.
Lenders
- Joining as a lenderCreate your lender account, complete the application, and publish your first program.
- How eligibility worksPublish your requirements once, and only businesses that meet them reach your pipeline.
- Working your deal pipelineFind, sort, and open the applications that need your attention.
- Deal statuses and decisionsThe six deal statuses, the actions available at each, and how to record a funding or pass.
- Change requests and the deal threadAsk a business for something without declining, and keep the conversation in one place.
Providers
- Joining as a providerCreate your provider account, or take over a listing your platform already created for you.
- Writing a listing that gets matchedHow your listing reaches businesses, and why "Gaps addressed" matters most.
- Your matched businessesWho appears on your Businesses screen and what that list does and doesn't mean.
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