Introducing Mila, an AI agent who keeps your deal desk running 24/7
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At Capchase, we’ve always obsessed about using technology to bring the best humanly possible experience to vendor financing. Thousands of customers, and close to $2B in deals have gone through the Capchase portal. But portals, no matter how good they are, still require manual, tedious input. We’re now removing that friction.
We’re introducing Mila: complex deals and tedious updates can now be expressed in simple conversation. We’ve been building at the frontier of AI to bring this zero setup, zero learning curve experience to our customers.
How It Works
Financing a software or hardware deal shouldn’t take longer than selling it. We built Mila so vendors on Capchase can go from quote to a financing proposal and ready-to-sign paperwork in one conversation.
Getting a deal financed usually means entering details into a portal, emailing questions and waiting for someone to prepare the documents. Every change can start another round of back-and-forth. With Mila, you keep the conversation going where you already work. Sales teams get answers while the buyer is still engaged. Finance and legal get the documents they need to review. And when something needs a person, Mila hands it over with the context.
Forward her a quote, mention her in Slack, Teams or open finance.new and tell her what you need. No portals to learn, no forms to navigate. Mila handles the work, whether it’s Tuesday afternoon or the night before quarter close.
Product Features & Benefits
From quote to financing paperwork in minutes. Send Mila a PDF quote and she can check buyer credit, generate a financing proposal with accurate pricing and create a ready-to-sign payment link. Get the work done while your buyer is still engaged.
She lives where you work, 24/7. Forward her a quote via email, mention her in a Slack thread or talk to her at finance.new. Keep the conversation going where the deal is already happening. No more clicking through endless screens, entering complex portals, or fiddling through isolated email threads.
No setup, no learning curve. Financing deals can be complex. Working with Mila is simple: just tell her what you need. Ask “What would it take to keep this under $2,500 a month?” or “Has the buyer signed?” She handles the calculations, changes and status checks. You just ask.
How to Access
Mila is available to all Capchase vendors over email, Slack and at finance.new. There’s nothing to install. Start a chat, or ask your account manager how to reach her by email or in your Slack channel. Have a quote ready? Ask Mila to price it →
About Capchase
Established in 2020, Capchase serves as an embedded financing platform designed for enterprise tech providers, driving flexible payment solutions for leaders like Okta, Motive, and Verkada. Supported by premier investors including QED, Invesco, Thomvest, and 01 Advisors, the team operates across global hubs in New York, San Francisco, Dallas and Madrid.
