Crosswell

The operating layer your business actually runs on.

We build the workflows, automations, and agents that run on it.

Set up a callSee how it works

What we do

AI is only as useful as what it knows about your business. So we start there. Crosswell brings everything your company knows into one place, then builds the agents and automations that use it.

75%

of companies plan to deploy agentic AI within two years. Only 21% have mature governance for it.

Deloitte, State of AI in the Enterprise, January 2026

78%

of AI users bring their own tools to work, higher at small and mid-sized companies.

Microsoft and LinkedIn, Work Trend Index, 2024

The Core

Everything your company knows, in one place.

Emails, files, meetings, and decisions go in. The Core sorts them and connects them, so AI can find and use them.

Agents and automations

The work, built on what you know.

Custom agents, automations, and workflows read the Core for context, then do the manual work your team names.

  • Agent
  • Automation
  • Workflow

Your dashboard

One screen for the whole team.

What the agents found, what needs a yes, and what comes next, all in one place.

Built by Crosswell

Your team sees one screen. Everything under it is what makes it smart.

You tell us the problem. We build every layer around your business and keep it running.

Here’s that screen at work, custom built for a sample private lending company.

Your morning, already assembled.

Before anyone sits down, the Core has read the night’s mail, filed what is routine, and put the three things that need a person at the top.

Home

New dealSearch⌘K

Good morning, Morgan.

Thursday, 9:40 am. Three things need you today, everything else is filed.

Cash to deploy
$4M
bank feed, 6:00 am
Assets under management
$85M
fund accounting
Active loans
60
servicing
Committed, undrawn
$9M
draw schedules

Needs you today

3

  • Draw approval

    Draw 4, Palo Verde. Checked and ready for your yes.

    draw sheet, inspection report

    Approve

  • New deal

    Cactus Wren flip screened overnight. Inside limits.

    exposure model, deal screen

    Review

  • Maturities

    Two loans mature inside 30 days. Payoff letters drafted.

    servicing, partner meeting, Aug 12

    Review

Filed overnight

14
  • Bank statement, Palo Verdeloan file
  • Insurance certificate, Redrock Flipsdeal record
  • Draw 3 lien waivers, Ironlineservicing
  • Broker email, Canyon Statedeal record
  • Appraisal invoice, Mesa Verdeaccounting
  • 9 more

Your whole business, a question away. The next step, a yes away.

Open a client, a project, or a file and the Core already has it in hand. It answers from everything your business has on record, from meeting notes to email threads, and shows where each answer came from. Then it takes the next step, drafting the follow-up and holding it for your yes.

Pipeline

BoardList
New dealSearch⌘K

Screened

7$4.19M

  • Agave Trail Homes

    Phoenix, fix and flip

    $445K12.00%

    New

  • Two Palms Development

    Chandler, bridge

    $520K11.90%

  • Palo Brea Homes

    Phoenix, fix and flip

    $515K11.85%

  • Yucca Flats Storage

    Casa Grande, bridge

    $780K11.60%

  • Mesquite Court

    Glendale, fix and flip

    $410K12.10%

    New

  • Dove Valley Duplexes

    Phoenix, fix and flip

    $470K12.05%

  • Salt River Lofts

    Tempe, bridge

    $1.05M11.45%

Term sheet

5$5.04M

  • North Peoria Duplexes

    Peoria, ground-up

    $1.35M11.10%

  • Ocotillo Commons

    Chandler, bridge

    $1.1M11.30%

  • Camelback Duplexes

    Phoenix, fix and flip

    $560K11.95%

  • Sunset Bluff Homes

    Surprise, ground-up

    $1.2M11.05%

  • Ironwood Crossing

    Queen Creek, bridge

    $830K11.55%

Underwriting

6$8.88M

  • Mesa Verde Devco

    Scottsdale, horizontal development

    $2.4M10.50%

  • Gila Bend Storage

    Buckeye, bridge

    $890K11.40%

  • Pinnacle Peak Custom

    Scottsdale, ground-up

    $1.9M10.80%

  • Verde Valley Lots

    Cottonwood, land

    $650K11.70%

  • Prickly Pear Storage

    Goodyear, bridge

    $940K11.20%

  • Granite Reef Custom

    Scottsdale, ground-up

    $2.1M10.75%

Docs out

4$3.53M

  • Redrock Flips

    Tempe, fix and flip

    $385K12.25%

    Quiet 21 days

  • Sonoran Urban Infill

    Phoenix, bridge

    $975K10.95%

  • Sandstone Villas

    Sedona, ground-up

    $1.45M10.90%

  • Superstition Flats

    Apache Junction, bridge

    $720K11.35%

Funded

4$4.76M

  • Ironline Builds

    Phoenix, ground-up

    $1.6M11.25%

    Draw 4 pending

  • Copper Sky Homes

    Mesa, fix and flip

    $640K11.75%

    2 of 4 draws

  • Cholla Creek Partners

    Gilbert, ground-up

    $1.22M11.50%

    6 of 8 draws

  • Saguaro Ridge Townhomes

    Mesa, ground-up

    $1.3M11.15%

    1 of 6 draws

Your day, and everyone else’s, without asking.

Your meetings, your focus time, and the list waiting on you, synced with the task tool your team already uses. Beside it, what everyone else is on right now and when they’re free. Finish something anywhere and it checks off everywhere.

Agenda

DayWeek
Synced to AsanaAdd itemSearch⌘K

Thursday, September 17

3 meetings, 2 blocks of focus time, and 3 things to do.

Today
8 am
9 am
11 am
12 pm
1 pm
2 pm
3 pm
4 pm
5 pm
6 pm

Partner standup

9:00 to 9:30

MGDWML+2

Extension call, Cholla Creek

11:00 to 11:30, in 1 hr 20 min

September report, first read

1:00 to 2:00, focus time

Investor call

3:00 to 4:00, brief attached

MGJR

September report, second pass

5:00 to 6:00, focus time

9:40

You name the work. We build the agent that does it.

Your team names the job. We build it as an agent, on top of everything the Core already knows about your business. Not one-off email tricks: the multi-step work your company runs on, custom to your steps. Each one reports what it did and waits for your yes before anything leaves the building.

Agents

New agentSearch⌘K
AgentStatusLast resultLast run
    1. 6:02 amRead 14 new messages
    2. 6:05 amFiled 11 to their loans
    3. 6:09 amDrafted 3 replies, waiting
    Review 3 drafts

Ready to add

  • Meeting-prep agent

    Pulls the file, the last notes, and the open items before every call

    Set up

  • Expiry watcher

    Watches insurance, permits, and rate locks for the dates about to pass

    Set up

The same product, built around how your business works.

One company’s morning is a list of what needs a yes, another’s is a board of trucks on the road, another’s is the week’s deadlines. Same Core underneath, same agents, same screen your team opens. What sits on it is built around your work, in your colors, under your name.

Home

New dealSearch⌘K

Good morning, Morgan.

Thursday, 9:40 am. Three things need you today, everything else is filed.

Cash to deploy
$4M
bank feed, 6:00 am
Assets under management
$85M
fund accounting
Active loans
60
servicing
Committed, undrawn
$9M
draw schedules

Needs you today

3

  • Draw approval

    Draw 4, Palo Verde. Checked and ready for your yes.

    draw sheet, inspection report

    Approve

  • New deal

    Cactus Wren flip screened overnight. Inside limits.

    exposure model, deal screen

    Review

  • Maturities

    Two loans mature inside 30 days. Payoff letters drafted.

    servicing, partner meeting, Aug 12

    Review

Filed overnight

14
  • Bank statement, Palo Verdeloan file
  • Insurance certificate, Redrock Flipsdeal record
  • Draw 3 lien waivers, Ironlineservicing
  • Broker email, Canyon Statedeal record
  • Appraisal invoice, Mesa Verdeaccounting
  • 9 more

Saguaro Capital, Juniper Row Supply, and Kestrel & Vane are fictional. Every number is invented, rounded demo data.

Who it’s for

Built for businesses that run on what they know.

Arizona first. If your business runs on knowledge and judgment, the Core fits.

The platforms built for this sell multi-year enterprise contracts with no published price, no self-serve, and an implementation model that assumes an internal IT function you do not have. That gap is where we work.

  • Manufacturing
  • Healthcare
  • Logistics
  • Professional services
  • Construction
  • Private credit

How we start

We learn your business before we build for it.

A thirty-minute call, two weeks with your team, then the build. Each step is shaped by the one before it.

  1. The first call

    Thirty minutes

    We ask how your firm handles knowledge today and how the work actually moves. Then we tell you straight whether the audit is worth it.

    Set up a call

  2. The audit

    Two weeks, fixed scope

    We come in and sit with your team. Where does your business keep what it knows, how does the work actually move, and where does it get dropped? We map that and design your system from it.

  3. Build and onboarding

    Week three on

    We build the Core around what the audit found, then get your team onboarded and working in it. The agents and automations your team named come next, on top of it. If something breaks, we fix it. As new needs surface, we keep automating.

Nothing off the shelf fits your business. So we build what does.

Built with your team, around how the work actually moves. It starts with a thirty-minute call.

Set up a call