Your unique workflows.Now as apps.

Strive reads the documents your team works through, checks them against your rules, and puts the work in one app your team runs and signs off.

Bring us one workflow

Bid review: Read every bid invite that came in this week, check each one against our go/no-go rules, and flag anything outside our limits.

Instead of: the whole project manual read for every invite, just to decide whether to bid.

Submission intake: Check this week's new submissions for missing documents and anything that doesn't match, and hold what we can't quote yet.

Instead of: every submission opened file by file before anyone can quote it.

Tax document intake: Check every client's documents against last year's return, and remind anyone still missing something.

Instead of: last year's return printed out and ticked off against a pile of PDFs.

Instead of: fee terms dug out of side letters and recalculated in Excel every quarter.
GridAppBoard
Fee ChecksQ3 2026SearchAsk
Add rowAdd columnRead from the documentsruleFixed rule10 of 42 shown
NameFee termsFee chargedruleFee expectedruleDifferenceruleStatusNext step
1Ashgrove Peak IV
2Wendmoor Credit II
3Quillon Growth III
4Sorrelbay Infra I
5Antlerford V
6Marlowe Assets II
7Tidewell Opps III
8Larchcombe III
9Penhallow VI
10Cinderholt Credit

Days of work, done in an afternoon.

Teams cut busy work by 50% or more. Here's what changed for two finance teams that moved their onboarding work onto Strive, in their own words.

A fund administrator

90%

less work to onboard a fund

We were able to cut from 7 minutes per document to less than an hour to onboard a single fund's sub docs. This is nearly a 90% improvement in efficiency.

Senior Project Manager

Read the story

A credit services firm

15 min

to onboard and vet a client, down from about an hour

Credit onboarding used to take us an hour. Now it takes about 15 minutes, and my team spends the time it gives back on more meaningful work.

VP of Operations

Read the story

The work your software doesn't cover.

Your core systems handle the standard parts. The rest lives in spreadsheets, inboxes and someone's head. That's what we turn into apps.

See everything the platform can do

  • Connections

    Bring your sources together.

    • OneDrive
    • Gmail
    • Box
    • PostgreSQL
    • Slack
    Explore connections

  • Data processing

    Turn documents into data.

    table · p. 4
    BorrowerCastellan Logistics, Inc.p. 1
    Commitment$3,000,000,000p. 1
    Net leverage covenant≤ 3.50xp. 42
    Explore data processing

  • Workflows

    Run the steps in between.

    1. TriggerAddendum arrives
    2. AI stepFind scope changes
    3. ActionNotify the estimator
    Explore workflows

  • Apps

    Built around your business.

    ClientStatus
    Okafor household2 docs missingMissing
    Brantmere HoldingsAmended K-1Review
    Lindqvale Family Trust7 of 7 receivedComplete
    Send the client a reminder
    Explore apps

Bid packages, loss runs, K-1s, side letters. If it lands on your desk, Strive can read it.

PDFs, scans, spreadsheets, emails and portals, all in one place and ready to use in your apps.

Explore connections
GmailAddendum 2: Kestrelmere Apartments
FromNora Vellaryn, Ternhaven Construction
ToHalden estimating team
SubjectAddendum 2, Kestrelmere Apartments
kestrelmere-addendum-2.pdf
Bid deskHalden Mechanical · Estimating
GmailAddendum 2: Kestrelmere Apartments
FromNora Vellaryn, Ternhaven Construction
ToHalden estimating team
SubjectAddendum 2, Kestrelmere Apartments
kestrelmere-addendum-2.pdf
Slack#estimating
Message #estimating
GongCall · Ternhaven Construction
04:1211:08
WhoNora Vellaryn, Project Manager, Ternhaven
Pre-bid call4 key facts2 speakers
Google Driveproject-manual.pdf
§ 23 05 00 Common work results for HVAC
Page 412 of 1,180Issued for bid
Zoomkestrelmere-prebid-walk.mp4
Nora VellarynREC
00:3802:10
Bid deskHalden Mechanical · Estimating

Every value traced to its page. Every value approved by a person.

Bid packages, applications, statements and tax forms become structured data your apps can use. Scans, tables and handwriting too.

Explore document processing
ExtractedNeeds reviewAll fields

  1. Borrower

    Party to the agreement

    Castellan Logistics, Inc.p. 1Verified

  2. Commitment

    Aggregate revolving commitment

    $3,000,000,000p. 1Verified

  3. Dated

    Agreement date

    Sep 29, 2025p. 1Verified

  4. Maturity

    Two dates found, p. 1 and p. 4

    Sep 29, 2030p. 4Conflict

  5. Administrative agent

    Named on the cover

    Vantry Bank, N.A.p. 1Verified

  6. Pricing grid

    6 rows × 4 columns

    Tablep. 4Verified

  7. Signed note

    Handwritten, in the margin

    Approved, 9/29p. 6Needs review

  • Parse

    Clean text, complete tables and readable handwriting from every page, even scans and poor copies.

  • Extract

    The names, dates, amounts and terms you need, as clean data, with tables kept whole even across pages.

  • Index

    Ask a question and get the exact sentence that answers it, from any document you've added.

  • Review

    Your team approves each value before it is used.

Built around your process. Changed when your process changes.

Each app gets the screens, checks and sign-offs your team needs. The same input gives the same result. When a fund's terms or a carrier's guidelines change, the people who run the work change the app.

Built around how you work.

Your go/no-go rules, your fee terms, your underwriting guidelines. The app is built around them, instead of bending your work to fit a generic tool.

Predictable by design.

The same bid package gives the same result every time, with rules your team can read. The app never improvises while it runs.

Ready for the whole company.

Not a prototype for one analyst. Operations, finance and compliance each get the view they need, and changes are released safely.

Owned by the people who know the work.

A side letter adds a fee break. A general contractor changes its bid form. Your team describes the change in plain language, reviews it and approves it, with no development team.

Security your compliance team will sign off on.

SOC 2 Type II audited controls, encryption everywhere, single sign-on and role-based access. Your data is never used to train AI models.

SOC 2 Type II

Independently audited security controls, tested over time.

GDPR

Personal data handled under the EU's data protection rules.

CCPA

Personal data handled under California's privacy law.

Controls

Encryption

Encryption runs on every layer, built on Google Cloud's security controls. Data is encrypted at rest with keys held in Google Cloud KMS, and every connection is encrypted in transit, including traffic between our own services. The credentials your connections use are encrypted too, and never appear in an app.

At rest
AES-256, on Google Cloud.
Keys
Held and managed in Google Cloud KMS.
In transit
TLS on every connection into the platform.
Inside the platform
Traffic between our own services is encrypted too.
Connection credentials
Stored encrypted and entered through secure forms. Never shown in apps.
Exported apps
Credentials are left out.

No training on your data

Your data is never used to train AI models, and the AI services we use don’t train on it either: we use them on enterprise terms that exclude training. A data processing addendum makes our commitment contractual, and you decide how long your data is kept.

AI model training
Your data is never used to train AI models.
AI services
Used on enterprise terms, so they don’t train on your data either.
In writing
A data processing addendum makes it a contractual commitment.
Retention
You decide how long your data is kept.

Single sign-on

People sign in with the identity provider you already use: Google, Microsoft, Okta, or any provider that supports SAML or OpenID Connect. Their groups map to roles in Strive, so the right access follows them in. Systems connect with API keys.

Providers
Google, Microsoft, Okta, and any provider that supports SAML or OpenID Connect.
Protocols
SAML and OpenID Connect (OIDC).
Roles
Groups in your identity provider map to roles in Strive.
Systems
API keys.
Rate limits
Requests are limited for each organization.

Role-based access

Role-based access control: each person has a role, and the role decides which apps, data and actions they can use. The Assistant works with the same access as the person using it, so it can only see and do what they can.

Roles
Assigned to each person, or mapped from groups in your identity provider.
Apps and data
A role decides which apps, records and actions a person can use.
The Assistant
It has the same access as the person using it, no more.
Changes it proposes
They wait for someone with the right role to approve them.
Actions that cost money
They ask for confirmation first.
Organizations
Each organization's data is kept separate.

Bring us one workflow. We'll show you it running.

We build it on mock data and walk you through it before anyone touches real files.

Bring us one workflow