Skip to content
Companies

mysherpas

Loan document and workflow software for business lenders

Raised to date

$1.9M

of $2.5M offered across 1 Form D filing

Still open
$597K
Investors
24
Last filed
Jul 28, 2026

About

mysherpas (legal entity DMHJV001 INC.) builds a cloud-based commercial and business lending platform for professional lenders. The product consolidates loan document collection, borrower communication, task automation, workflow and pipeline management into one workspace, replacing the mix of email, Teams, SharePoint, Box, Salesforce and Slack that lending teams typically stitch together. It is SOC 2 Type 2 certified, patented, and the company reports more than $3B in loans originated on the platform. Customers include Mountain America Credit Union, InterMountain Business Lending and Frontier Community Resources.

Purpose-built for business lending rather than adapted from generic collaboration or CRM software, collapsing document management, messaging, task routing and third-party data pulls into a single patented lending workspace with unusually fast deployment (a 42-day rollout at Mountain America Credit Union).

Funding

  • OtherFiled Jul 28, 2026Form D/A
    $1.9M/ $2.5M

Product

mysherpas

Lending software / financial services SaaS

A secure, cloud-based business lending platform that centralizes loan document collection, borrower interaction, workflow automation and portfolio visibility for professional lenders.

  • Centralized loan document management and workflow automation
  • Borrower portal with guided application and e-signature integration
  • Real-time loan pipeline visibility

Built for

Professional business and commercial lenders — credit unions, community banks, CDFIs and non-bank financial institutions

People on file