Which account type do I have?
The account types on Cyphr AI and where to find the help written for yours.
Every account on Cyphr AI belongs to one role. Each role sees its own menu and its own set of tools.
| Account type | Who it's for | What you do |
|---|---|---|
| Business owner | Small businesses seeking financing | Complete an assessment, work through action items, and apply for capital |
| Lender | Banks, CDFIs, credit unions, and other capital providers | Publish loan programs and review qualified applications |
| Provider | Accountants, consultants, advisors, and other service providers | Get listed and connect with businesses whose gaps you can close |
| Platform team | The organization that runs your platform | Approve members and manage the platform |
Not sure which one you have?
Sign in and look at your menu. A business owner's menu includes Action Items and Capital Matches. A lender's menu includes Deals and Programs. A provider's menu includes Businesses and Application.
Find your guide
- Help for business owners
- Help for lenders
- Help for providers
- Platform teams: your onboarding materials are available after you sign in, or from your Cyphr AI contact.
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