Forecasa

What Forecasa does

Forecasa is a Philadelphia-based data intelligence and analytics company focused exclusively on the US residential private lending market. The company aggregates, normalizes, and structures fragmented public records across thousands of private lenders, borrowers, and investors, transforming them into queryable market intelligence that historically was unavailable in this asset class. Its core product, the Atlas Analytics Platform, delivers five primary capability areas: Market Clarity (origination volume, velocity, and growth tracking by geography), Competitive Awareness (lender activity and market share tracking at national, state, county, and MSA levels), Relationship & Exposure Mapping (borrower-lender relationship graphs and concentration detection), Risk Signals (early indicators of market stress, borrower overextension, and geographic concentration), and Decision-Ready Exploration (self-serve drill-down from macro trends to deal-level detail).

The technology stack combines large-scale public records aggregation and normalization with an AI layer. In May 2026, Forecasa launched Lyra, a domain-specific AI assistant trained on the company's proprietary dataset that supports natural language queries, structured output generation, and agent-to-agent interoperability via a Model Context Protocol (MCP) connector inside Anthropic's Claude environment. Lyra is offered in two tiers: Lyra AI Lite (bundled free with all subscriptions) and Lyra AI Max (premium paid add-on). The Enterprise tier additionally provides API access, CRM and workflow integrations, and dedicated account management.

Forecasa operates a sales-led motion supplemented by product-led self-serve exploration and thought leadership-driven inbound. Revenue is generated through annual subscription tiers differentiated by geographic coverage scope rather than feature gating: Local (up to 5 states), National (nationwide), and Enterprise (full access plus API). Pricing is quote-based and not publicly disclosed. The company serves four primary customer segments: private and alternative lenders, capital providers and limited partners, credit and securities investors, and brokers and intermediaries. Forecasa is a privately held company with a leadership team of four co-founders (Sean Morgan as CEO, Christopher Patterson as CPO, Kyle Welch as President and COO, and William Hodges as CDO) and a total headcount of 1-10 employees, and has been cited by Bloomberg and the American Association of Private Lenders.

Name

Forecasa

Legal name

Forecasa

Website

https://forecasa.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Forecasa is a Philadelphia-based subscription analytics platform for the US residential private lending market, serving lenders, capital providers, credit investors, and brokers with Atlas market intelligence and the Lyra AI assistant for origination, competitive, and risk decision-making.

Ownership category

akta.pro rank

Product category

Private Lending Market Intelligence

NAICS

Credit Bureaus (561450), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Finance Services (6199)

akta.pro primary industry

Net Worth & Personal Balance Sheet Tracking (FSAGADAF)

akta.pro secondary industry

Government Mortgage Insurance & Guarantees (FHA/VA/USDA and equivalents) (FSALAJAC)

Keywords

• Private lending analytics
• Real estate market intelligence
• Lender competitive intelligence
• Loan origination analytics
• Borrower risk monitoring

Headquarters

HQ city

Philadelphia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Data Acquisition or Operations, Marketing or Sales, Infrastructure

Revenue model

1. Subscription Plans (Local, National, Enterprise): Tiered subscription model differentiated by geographic coverage scope. Local plan covers up to 5 states for regional operators; National plan provides nationwide coverage; Enterprise plan adds API access, CRM integrations, and dedicated account management. All plans include full platform access with feature parity.
2. Lyra AI Max Add-on: Premium AI tier offering higher query limits, deeper analytical capabilities, and priority processing for power users. Available as upgrade to Lyra AI Lite (included free with all plans).
3. Enterprise API & Integration Services: Custom data delivery, CRM and workflow integrations, and dedicated integration support bundled with Enterprise plan.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Forecasa provides a cloud-based analytics platform that aggregates and normalizes public records and market signals across thousands of lenders, borrowers, and investors in U.S. private lending markets. The platform delivers decision-ready market intelligence for origination, competitive tracking, relationship mapping, and risk signal detection at state, county, and MSA levels, augmented by Lyra, a domain-specific AI assistant enabling natural language queries across the proprietary lending dataset.

Product overview

Forecasa is a private lending market intelligence platform built as a unified platform-plus-modules architecture. The core product is the Atlas analytics platform, which provides decision-ready market intelligence including market clarity, competitive awareness, relationship and exposure insight, risk signals, and decision-ready exploration. Lyra AI is the company's AI assistant module that connects natural language queries to the platform's comprehensive private lending database. Lyra is offered in two tiers: Lyra AI Lite (included with all plans) and Lyra AI Max (premium upgrade). The platform is available through three pricing tiers: Local (up to 5 states), National (nationwide), and Enterprise (full access with API, CRM integrations, and advanced features). Key sub-products include Atlas Custom Dashboards, Company Intelligence/Company Directory, Properties Explorer, Risk & Concentration Analysis, Competitive Intelligence, Underwriting & Due Diligence, Lists & Monitoring, Maturity Analysis, Geographic Exposure, Top Markets, Top Lenders, and Volume Trends.

Differentiator

Problem solved

Functional benefit

Brands

• Lyra AI: Domain-specific AI assistant for private lending intelligence that connects natural language queries directly to Forecasa's comprehensive private lending database. Includes Lyra AI Lite (included with every plan) and Lyra AI Max (upgrade tier).

Products and services

• Forecasa Platform (Atlas)

Quantifiable outcome

• Real-time origination data visibility across markets, enabling faster decision-making
• +2 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability6 records

Feature7 records

Partnerships

Three partnerships are on record, tiered core and minor.

• AnthropiccoreTechnology or Integration · 3 May 2026Forecasa offers a Model Context Protocol (MCP) connector enabling Lyra AI capabilities to be accessed within Anthropic's Claude environment. This integration supports agent-to-agent communication and enables AI systems to interact directly with Forecasa's private lending data through Claude.
• Fortra LawminorStrategic or Co-development Partner · 18 July 2023Collaborative webinar partnership where Forecasa CEO Sean Morgan joined Nema Daghbandan of Fortra Law for a data-driven deep dive into private lending markets and market share dynamics. The session combined Lightning Docs' document preparation data with Forecasa's market-wide analytics to provide comprehensive industry insights.
• Lightning DocsminorStrategic or Co-development Partner · 18 July 2023Lightning Docs, led by CEO Nema Daghbandan, collaborated with Forecasa to combine document preparation data with public origination records for joint market analysis. This collaboration demonstrated how multiple data providers can give the industry a fuller picture of private lending trends.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Reonomy: Reonomy (now part of Altus Group) provides commercial real estate intelligence and property data, with similar model of aggregating public records into structured intelligence for lenders and investors, though focused on CRE rather than residential private lending.
• CompStak: CompStak aggregates commercial real estate transaction data contributed by industry professionals, with a community-driven data model and analytics platform that parallels Forecasa's data aggregation and intelligence approach for the private lending space.
• MMI (Mortgage Market Intelligence): MMI provides mortgage industry data, analytics, and performance benchmarking for residential lenders, with overlapping focus on origination tracking, lender rankings, and market share analytics — a directly comparable intelligence offering to Forecasa's Market Clarity and Competitive Awareness capabilities.
• HouseCanary: HouseCanary provides residential real estate analytics and valuation tools for lenders and investors, with similar focus on origination intelligence and market analytics. While broader in valuation, it shares Forecasa's positioning as analytics layer serving residential lending decision-makers.

Broad incumbents

• ATTOM: ATTOM is a leading property data intelligence provider aggregating public records across the U.S., serving real estate, mortgage, and lending professionals with comparable datasets to Forecasa but at much broader scale across all property types, not specialized to private lending.
• CoreLogic: CoreLogic is a major property intelligence and analytics provider with extensive mortgage and public records data, offering solutions comparable in spirit to Forecasa's Atlas platform but serving a much broader residential and commercial real estate ecosystem.
• Yardi Matrix: Yardi Matrix provides multifamily and commercial real estate market intelligence, with comparable analytics dashboards, market tracking, and competitive intelligence capabilities, though oriented to multifamily rather than private residential lending.
• Bloomberg Terminal (Real Estate Data): Bloomberg's terminal includes real estate and mortgage market data that competes for the same institutional buyer attention as Forecasa, and Bloomberg has cited Forecasa as a data source — making it both an upstream validator and a potential broader incumbent competitor.

Emerging players

• Lightning Docs: Lightning Docs (a Forecasa webinar partner) provides document preparation and origination-side data for private lenders, offering complementary rather than competing data on private lending market activity — making it a partial peer in the private lending data ecosystem.
• Polly (PollyEx): Polly operates a lending marketplace and capital markets platform connecting private lenders with capital, providing some data and analytics on private lending activity that partially overlaps with Forecasa's market intelligence focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/forecasa_inc
• LinkedInlinkedin.com/company/forecasa

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Forecasa