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[ Case study ] Finance (small-business lending)

Helping small businesses find funding without the rejections

Small businesses answer a 3-minute questionnaire and get matched with lenders they’re likely to qualify for.

Frank AIMeet Frank (South Africa)Web platformLive2025
Frank AI product screenshot
Frank AI: product screenshotmeetfrank.ai
ClientMeet Frank (South Africa)
IndustryFinance (small-business lending)
ProductWeb platform
RoleLead engineer
[ 01 / 07 ] About the client

Who it’s for

Meet Frank helps South African small-business owners find funding. There are many lenders, each with its own rules on turnover, trading history and funding type.

[ 02 / 07 ] The challenge

What needed to change

Owners were applying blindly, getting rejected and losing weeks, and every failed application can hurt their chances. They needed to know which lenders would realistically say yes before applying.

[ 03 / 07 ] The build

What we built

  1. [01]
    A short guided questionnaire about the business, its turnover, trading history and funding need
  2. [02]
    A matching engine that checks the answers against each lender’s criteria
  3. [03]
    Recommended funding types: working capital, merchant cash advance, invoice finance, asset finance and term loans
  4. [04]
    A shortlist of real lenders that fit the profile
  5. [05]
    A one-click request for an introduction to the chosen lender
  6. [06]
    No credit-score impact, and details shared only when the owner chooses to apply
[ 04 / 07 ] How it works

How it works, step by step

  1. [01]

    The owner answers a few questions

  2. [02]

    Answers are checked against lender rules

  3. [03]

    Matching funding types are shown

  4. [04]

    Lenders that fit are listed

  5. [05]

    Frank introduces the owner to the lender

[ 05 / 07 ] Results

Results so far

27+

lender criteria checked for every business

~3 min

to get matched

5

types of funding covered

[ 06 / 07 ] Key decisions

Decisions that mattered

  1. [01]
    Check eligibility before applying, so owners avoid rejections.
  2. [02]
    Keep it free and private until the owner chooses a lender.
  3. [03]
    Plain questions with no financial jargon.
[ 07 / 07 ] Under the hood

The technology

Next.jsRules-based matching engineAI-assisted questionnaire

For anyone curious about the tools. You don’t need to know any of this to work with us.

[ Get started ] Book a call

Have something to build?

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[01]Project

Product build

From idea to launched product. Clear scope, weekly releases.

[02]Ongoing

Ongoing partner

Your part-time technical lead: new features, fixes and advice every month.

[03]Add-on

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An AI assistant, automation or private AI added to what you already run.