Selected work

Operators we've built this for.

RiseHub runs production operations for hundreds of B2B companies. Here's a small sample of how it's deployed in financial services and beyond — the operators that prove the platform handles real, complex, niche workloads.

EZ Rate Sheet
Productized SaaS · Private real estate lending

How a niche SaaS got built on RiseHub, top to bottom.

EZ Rate Sheet is a live SaaS for private real estate lenders — running entirely on the RiseHub stack. CRM, pipelines, AI workflows, billing, content, support — all of it on one platform.

3 tiers
Live in market
100%
RiseHub-powered
Multi-state
Real lender base
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HIS Capital Group
Capital group · Private lending

Scaling private lending across 400+ buildouts.

HIS Capital deploys RiseHub buildouts as part of their MicroBanking Method partner-lender program — bringing CRM, pipeline, and AI infrastructure to operators who'd otherwise patch together five different tools.

400+
Buildouts & counting
10+ yrs
In lending & real estate
1 stack
Replacing 5+
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Verified Investor Fund
Investment fund · Capital markets

An investor-facing operations stack, on one platform.

Verified Investor Fund runs investor communications, reporting, lifecycle marketing, and capital-call workflows on RiseHub — with AI handling the routine and humans handling the relationships.

1 stack
Replaced 6
AI-first
Investor comms
Custom
Workflows on Pro
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Where we go deep

Broad platform. Deep where it counts.

RiseHub works for any B2B operator with a sales motion. But we've gone deepest in financial services — private lending, capital groups, and investor-facing operations — where the templates, workflows, and AI playbooks are already battle-tested.

Private real estate lending
Capital groups & funds
Mortgage brokers & LOs
Investor relations
Insurance
Wealth management
B2B SaaS
Agencies & consultancies
Professional services
Coaches & experts
Real estate investors
E-commerce ops

Curious how this would look for you?

30 minutes, no pitch deck. We'll walk through what you're trying to build and whether RiseHub is the right fit.

Book a discovery call