Getting Started
Create your account, add your financial sources, and generate your first collateral report in minutes.
Creating Your Account
To get started with NAI (Net Asset Intelligence), create an account using your email address and a password, or sign in quickly with Google OAuth. After signing up, check your inbox and verify your email address to activate your account.
The Onboarding Flow
Once your account is set up, the onboarding flow walks you through three simple steps to get your first collateral report.
Add Your Financial Sources
Connect a bank account, link your crypto wallet, or upload financial documents like brokerage statements, bank statements, or property valuations.
Review Your Assets
The platform extracts assets from your sources automatically. Review each asset, confirm the data is correct, edit if needed, or remove assets you don't want included.
Generate Your Report
Once your assets are confirmed, generate a collateral report. You'll get a Net Asset Index (A+ through D), a confidence-adjusted net worth, and a recommended loan amount.
What Happens Next
After generating your report, you can explore the detailed breakdown on your report page — including asset-level scores, risk dimensions, and confidence adjustments. Head to the lender marketplace to browse lenders that match your collateral profile, and use the applications page to track the status of your loan requests.