Embedded Financing Infrastructure built for Distribution Partners
Offer financing under your brand. We handle approvals, underwriting and funding behind the scenes.
The Chess Capital OS is a specialized financing operating system designed to put buying power in your customers hands. Partners embed financing directly into their sales process. The OS handles the rest.
Why Embedded Financing Infrastructure Exist
Most distribution partners lose deals not because demand is weak, but because financing is fragmented, slow and outside their control.
The problem isn't demand. Its the lack of following an SOP.
Customers want to move forward, but traditional financing lives outside your sales process. Banks are slow. Lenders take over communication. Deals stall, shrink, or disappear entirely.
Without embedded infrastructure, financing becomes friction instead of leverage.
Financing lives outside your workflow
No visibility into deal status
Inconsistent Lender Outcomes
Lost revenue from stalled decisions
The Chess Capital OS
A modular financial infrastructure designed to run distribution at scale.
White labeled Funnels
Branded intake experiences deployed per partner, per industry. Customers submit once while all data flows into a unified underwriting pipeline.
Secure App & Doc Forms
Standardized applications and document collection mapped across all funding products to ensure consistency, speed, and underwriting readiness.
Constant Communications
System-driven email and SMS workflows that keep partners and customers informed without manual follow-up or lender interference.
Visibility & Status Control
Partners see real-time deal status, required actions, and progress without chasing lenders or guessing outcomes.
Automated Workflows
Pre-underwriting logic, document validation, and routing rules designed to move deals efficiently through approval paths.
Access Control
Controlled access layers that separate partners, customers, and internal operations while maintaining centralized oversight.
Embedded Financing Access
Financing options integrated directly into the partner’s sales motion—without transferring control of the customer relationship.
Sales Enablement
Optional outbound and inbound engagement tools designed to support distribution—not replace it—with compliance and auditability.
Post Approval & Funding Execution
Structured handoff from approval to funding, including tracking, confirmations, and post-funding lifecycle management.
Distribution Partner Access
Infrastructure access is granted based on distribution role, volume, and operational fit.
MONTHLY
Partner Access
Who this is for
Operators selling services or equipment who want to offer financing under their brand without building internal finance operations.
What’s included
White-labeled financing intake
Embedded application & document upload
Deal status visibility
Underwriting, approvals & funding handled by Chess Capital
Commercial model
Monthly platform access fee
First 5 Users free. $10 on 6+ users.
Standard per-deal revenue share
$49.99+ /mo.
MONTHLY
Growth Partner
Who this is for
High-volume partners embedding financing into their core sales process and actively driving funded deal flow.
What’s included
Everything in Distribution Partner
Dedicated funnel configuration
Priority underwriting queue
Expanded product eligibility
Partner performance reporting, analytics & Support calls
Commercial model
Branded white label licensing
First 10 Users Free. $15 on 11+ users.
Higher revenue-share split
$499+ /mo.
MONTHLY
Enterprise Access
Who this is for
Multi-location operators, platforms, or organizations deploying financing across multiple brands, locations or sales teams.
What’s included
Everything in Growth Partner
Multi-brand / multi-location funnels
Custom product pipelines & workflows
API / system integrations
Custom Product Marketing
Commercial model
OS Re-Selling Program (Residuals)
First 15 Users Free. $20 on 16+ users
Volume-based economics
$999+ /mo.
Return On Investment
How does the OS generate ROI for Partners?
The OS converts existing customer demand into financing approvals for qualified customers that would otherwise stall, shrink, or be lost. Partners typically see ROI through higher close rates, larger average deal sizes, and profit sharing. Without adding sales headcount or internal finance operations.
What does a typical deal look like financially
While deal size varies by industry, many partners use financing for transactions ranging from $10,000 to $250,000+. The OS allows you to make a commission from a percentage of the loan amount.
How Quickly can the OS pay for itself?
For most partners, one successfully funded deal is enough to cover multiple months of access. Partners with consistent deal flow often view the monthly fee as a fixed operating cost tied directly to revenue generation. Majority of deals close in 3-5 business days.
Are approvals guaranteed for every customer?
No. Results depend on deal quality, customer credit profiles, ticket size, and how consistently financing is offered. The OS provides infrastructure, not outcomes. But it materially improves the probability that deals move forward.
The Right Time Is Now
Monetizing Your Hard Work
The Chess Capital OS was designed from live deal flow, real underwriting constraints, and operational bottlenecks experienced by distribution partners. It is not theoretical software. It is infrastructure built to move applications, approvals, and capital at scale. A new income stream with minimal expenses.
More Than a Software Tool
The Chess Capital OS operates behind the scenes, allowing partners to focus on distribution while underwriting, approvals, and funding execution run through a centralized system designed for scale. Have the customer fill out your short customer intake form. THAT'S IT.
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