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AppliedLMS

Unified Lending OS for SMB lenders (Canada & USA)

Featuring: Credit Reboot by AppliedLMS

Credit-building card + Equifax Credit Health

Emma Chille (CEO)
emma@applied-ai.ca
Ilias Tekertalis (CTO)
ilias@applied-ai.ca
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Snapshot (Today)

📊 Metrics Dashboard

$300K
ARR
$25K
MRR
25%
Gross Margin
10
Clients (CA + USA)

💳 Credit Reboot Traction

5 lenders live
avg. $5K setup + $1,250/mo
+5 lenders
in 30-day pipeline
+$6 per active card
+ Equifax fees
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The Problem

Fragmented SMB Lending Stack

High CAC & Poor Attribution

SMB lenders struggle with expensive customer acquisition and can't track lead sources effectively

Weak IBV/KYC

Poor identity verification and Know Your Customer processes lead to bad approval decisions

Manual Servicing

Multiple disconnected tools create operational inefficiency and human error

Rising Compliance Costs

Increasing regulatory requirements strain resources and operational budgets

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Solution: AppliedLMS

All-in-one Lending OS

Origination → Underwriting → Servicing → Collections → Marketing
Origination & Multi-source Leads
Unified lead management and attribution
Automated Underwriting
Rules engine with override capabilities
Servicing & Repayment
Automated scheduling and management
Collections Workflows
SMS/email/robocall automation
Marketing Attribution
Analytics and performance tracking
Built-in Messaging
Direct borrower communication
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New Product: Credit Reboot

Lender-offered credit-building program

Mastercard Prepaid Card + Equifax Credit Health

Prepaid Mastercard
Powered by Mastercard
Credit Health Integration
Direct Equifax connection
New Revenue Stream
Additional monetization
Customer Loyalty
Stronger retention
Repayment Improvement
Better collection rates
💰 Monetization: Setup + Monthly SaaS + Per Card + Equifax Fees
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Why Now?

📈 Market Shift

Lending market post-rate hikes: efficiency over growth at all costs

📉 Banking Trust Crisis

Banks losing trust creates opportunity for SMB lenders

🔗 API Ecosystem Maturity

Equifax, prepaid cards, and payments infrastructure now readily available

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Market Opportunity

Canada SMB Lenders + US States (TX, FL)

Serviceable Obtainable Market

SMB lenders in Canada & select US states

Expansion Opportunities

Auto-title, rent-to-own, BNPL sectors

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Business Model

💻 AppliedLMS Core

SaaS tiers + integration fees + services

💳 Credit Reboot

Setup + monthly + per-card variable

📊 Future Revenue

Lead exchange + partner revenue share

Unit Economics & Revenue Streams

  • Avg. AppliedLMS setup fee: $5K
  • Avg. SaaS recurring per client: $1,250/mo
  • Credit Reboot per-card: $6 (gross margin ~30%)
  • Flinks integration: ~$1,000/mo
  • Zum integration: ~$2,000/mo
  • Mastercard merchant fees: 50% split with Zum
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Traction

10 Active Customers

AppliedLMS platform users across Canada and USA

Credit Reboot Live

Monetization active and generating revenue

Strong Pipeline

+5 lenders in immediate 30-day pipeline

Tech Infrastructure

CI/CD deployed → faster feature releases

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Competitive Landscape

Competitive Positioning: Affordable + Full Coverage vs Legacy & Point Tools

Legacy LMS

Siloed systems, expensive, inflexible

Point Solutions

Partial coverage, weak marketing visibility

AppliedLMS Advantage

Single pane of glass, credit-health integration, SMB-friendly pricing

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Technology & Compliance

🔒 Enterprise Security

Bank-grade encryption, role-based access control, and comprehensive audit logging

☁️ Scalable Infrastructure

Cloud-native architecture with automated deployment and monitoring

⚖️ Regulatory Compliance

Canadian/US short-term lending regulations and PCI-compliant integrations

🔗 API-First Design

Seamless integrations with Equifax, payment processors, and third-party services

Built for Scale & Security

Enterprise-ready platform designed to handle growing transaction volumes while maintaining regulatory compliance

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Go-To-Market Strategy

🚀 Direct Sales

Targeted approach to SMB lenders

🤝 Strategic Partnerships

Lead exchanges, card issuers, fintech ecosystem

📢 Content Marketing

LinkedIn presence, industry webinars, thought leadership

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Product Roadmap

Q4'25

Enhanced Analytics

Credit Reboot dashboard and marketing insights

Q1'26

Automation & Rules

Enhanced rules engine and card lifecycle automation

Q2'26

Advanced Analytics & Automation

Enhanced underwriting capabilities and repayment anomaly detection (exploring ML/AI opportunities)

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Financial Performance

$150K
2024 ARR
$300K
2025 ARR
$600K
2026 Target
$1.2M
2027 Target

Gross Margin Outlook

  • Current: ~25%
  • 2027 Target: 40–45% (infrastructure scale + automation)
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Fundraising

💵 Valuation Target: 2–3× ARR

Use of Proceeds

1. Product Development

Credit Reboot scale & analytics

2. Sales & Marketing

Team expansion & GTM acceleration

3. Compliance & Security

Enhanced regulatory capabilities

4. AI Development

ML/AI research & implementation

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Leadership Team

EC

Emma Chille

Chief Executive Officer

Finance operations & strategic partnerships expertise

IT

Ilias Tekertalis

Chief Technology Officer

30+ years experience in IT, SaaS platforms, and DevOps

Hiring Pipeline

1 QA Engineer + 1 DevOps Engineer

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Customer Success Stories

Lender A

35% reduction in servicing workload through platform automation and streamlined workflows

Lender B

Launched Credit Reboot → new revenue stream + stronger repayment rates

Thank You

Questions & Discussion

Emma Chille (CEO)
emma@applied-ai.ca
Ilias Tekertalis (CTO)