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How tCredex Works
One platform, three roles. Every user gets a tailored workspace with the tools they need — from deal intake to closing.
Sponsor
Project developers seeking tax credit allocation
Dashboard
Overview of your deals, pipeline status, and notifications.
Submit Deal
Dynamic intake form that adapts to your deal's tax credit programs and capital stack.
Pipeline
Track your deals from Draft through Submitted, Under Review, Matched, and into Closing.
Map
85,000+ census tracts with NMTC, LIHTC, HTC, OZ, and Brownfield eligibility — find where your project qualifies.
Allocations
View your deal's capital stack, financing structure, and credit amounts.
Marketplace
Browse CDEs and investors with AI AutoMatch scores in Map View or Row View.
Documents
Upload and manage deal documents organized by category and status.
Closing Room
Secure document vault with checklists, party management, and real-time status tracking.
Organization
Manage your team members, roles, and permissions.
Settings
Account preferences and notification settings.
CDE
Community Development Entities with federal allocation
Dashboard
Overview of matched deals, allocation tracking, and incoming requests.
Pipeline
Review incoming deals and track status through matching, LOIs, and closing.
Map
Geographic visualization of deal locations overlaid with your service areas and eligibility data.
Allocations
Track NMTC allocation usage, deployment by year, and remaining capacity.
AutoMatch AI
AI-powered 15-criteria matching finds the best-fit deals for your allocation and preferences.
Marketplace
Browse available deals with real-time AutoMatch scores — Map View or Row View.
Documents
Manage closing documents, compliance files, and due diligence materials.
Closing Room
Coordinate closing with sponsors and investors — checklists, documents, and party tracking.
Organization
Manage your CDE team, invite members, and assign roles.
Settings
Account preferences and notification settings.
Investor
Banks and institutions providing capital
Dashboard
Portfolio overview, active commitments, and CRA compliance metrics.
Pipeline
Track deals from initial interest through commitment and closing.
Map
View deal locations, CRA-eligible tracts, and geographic diversification.
AutoMatch AI
AI-powered matching finds deals aligned with your investment criteria and CRA goals.
Marketplace
Browse available deals with AutoMatch scores tailored to your preferences.
Portfolio
Track active investments, commitment amounts, and deal performance.
Documents
Access investment documents, compliance files, and closing materials.
Closing Room
Review closing documents, track checklist progress, and coordinate with deal parties.
Organization
Manage your team, invite members, and assign roles.
Settings
Account preferences and notification settings.
Shared Across All Roles
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Interactive Map
85,000+ census tracts with 5 tax credit program eligibility layers and deal markers.
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AI AutoMatch
Binary scoring across 15 criteria — geography, sector, distress, and more. No subjective weighting.
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Closing Room
Secure document vault with checklists, party management, and real-time status tracking.