Pipeline Alert: Splash Financial $70M Series C

🚀 Battle Card: Splash Financial

• Steven Muszynski, CEO 📧 sMuszynski@splashfinancial.com

• This Splash Financial sales trigger injects $70M+ for scaling AI-enabled loan origination and HELOC rollout → Source

• Scaling automated underwriting tech to handle surge in refinance demand

• Integrating new HELOC product into existing lending workflows

• Primary: AI-driven borrower acquisition engine → Lower cost-per-acquisition and faster application throughput

• Expansion: Loan portfolio analytics suite → Enhanced risk management and product performance insights

• HQ: Cleveland, OH

• Employees: ≈ 150

• Rev: ≈ $40 M

• Website: splashfinancial.com

🤼 Competitive Intel

• SoFi — Digital lending platform
• Unique edge: End-to-end refinancing and HELOC products
• Evaluated by CFO for borrower retention metrics

• Credible — Loan marketplace
• Unique edge: Broad lender network with bid comparisons
• Evaluated by VP Ops for automation capabilities

• CommonBond — Student loan refinancing
• Unique edge: Socially responsible lending features
• Evaluated by CEO for brand alignment

• LendKey — Credit union lending partner
• Unique edge: Integrated CU marketplace for HELOCs
• Evaluated by Dir. Partnerships for CU relationships

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑AI-driven borrower acquisition engine❑
PROOF_METRIC  = ❑30% lower cost-per-acquisition❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Steven
COMPANY     = Splash Financial
DEPT        = Engineering
SIZE        = ≈ 20
BOTTLENECK  = Scaling automated underwriting tech to handle surge in refinance demand
EVENT       = Banks $70M+ in Series C Round
DETAIL      = launching a new HELOC product
PAIN        = Integrating it into existing lending workflows
SRC         = https://vcnewsdaily.com/splash-financial/venture-capital-funding/qfgzhzngcy
SIM_CO      = CommonBond
WIN_METRIC  = 40% faster application throughput
NEXT_SIZE   = ≈ 40
EMP_EST     = ≈ 150
REV_EST     = ≈ $40 M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 20-person Engineering

Steven—noticed your Engineering team is ≈ 20.

That’s when Scaling automated underwriting tech to handle surge in refinance demand slows growth.

We helped CommonBond fix this with AI-driven borrower acquisition engine.

Result: 40% faster application throughput.  
Quick call?

PS—next bottleneck hits ≈ 40.

DM ≤45 words, TONE:
Saw your post about launching a new HELOC product — Integrating it into existing lending workflows.  
AI-driven borrower acquisition engine. 30% lower cost-per-acquisition.  
Quick chat?