CodeFi Solutions
- Company typePrivate
- Founded-
- HeadquartersOrlando, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What CodeFi Solutions does
CodeFi Solutions, LLC, doing business as Presidium, is a privately held Florida-incorporated software company that builds cloud-based construction lending software for US banks, credit unions, and other construction lenders. Its flagship platform, Presidium, unifies draw inspection scheduling, loan administration, lien waiver monitoring, sources-and-uses reconciliation, change order management, and audit-ready reporting across residential construction lending, commercial construction lending (A&D, CRE, multi-family/mixed-use, SBA 504/7(a), and LIHTC), and revolving line-of-credit / home builder financing. The product is delivered through a web application for lenders, borrowers, and general contractors, complemented by native iOS and Android apps used by field inspectors.
The platform's technical differentiators are (i) the RAZE-powered on-demand inspection marketplace, which connects lenders to 7,500+ verified contractors across 48 US states and processes 25,000+ inspections annually; (ii) native integrations with the four dominant US core banking and loan origination systems — FIS Global, Fiserv, Encompass, and Jack Henry — that allow the platform to operate inside existing lender environments; and (iii) enterprise-grade compliance certifications, including PCI DSS Level 1, SOC 1 Type II (SAS), and SSAE 16, that clear bank vendor risk management gates.
CodeFi generates revenue primarily through tiered subscription licensing (Silver for 1–149 inspections/month, Gold for 150–499, Enterprise for 500+ with multi-year contracts), supplemented by transaction fees collected as a limited payment agent on payments flowing between lenders and inspectors in the marketplace. Go-to-market is enterprise field sales targeting mid-market and large banks and credit unions, supported by an ROI calculator, demo-led conversion, and a Texas Bankers Association affiliation. Named customers include Truist, Western Alliance Bancorporation, Comerica, Centennial Bank, Axos Bank, United Community Bank, MidFlorida Credit Union, Eastman Credit Union, and others; the company is privately held with no disclosed funding rounds and operates with a lean 11–50 employee headcount from Cocoa Beach, Florida.
CodeFi Solutions firmographics
Firmographics- Name
- CodeFi Solutions
- Legal name
- CodeFi Solutions, LLC
- Website
- https://codefi.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
CodeFi Solutions industry classification
Industry- Product category
- Construction Lending Software
- NAICS
- Computer Systems Design and Related Services (54151), Activities Related to Credit Intermediation (5223)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Digital Process Automation (DPA) & Orchestration Suites (HDAEAHAF)
Keywords
Where CodeFi Solutions is headquartered
LocationHeadquarters
- HQ city
- Orlando
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
CodeFi Solutions business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Platform Transaction Fees: Facilitates payments between lenders and inspectors through the marketplace. Company collects fees as limited payment collection agent. Platform takes a fee (Platform Fees) based on each transaction for facilitating provider services.
- Subscription-Based Software Licensing: Tiered subscription model based on inspection volume: Silver (1-149 inspections/month), Gold (150-499), Enterprise (500+). No monthly minimum fees. Includes customizable infrastructure, enhanced efficiency tools, real-time visibility, and compliance features.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Silver: 1-149 Inspections/Month |
| Subscription | Monthly | Gold: 150-499 Inspections/Month |
| Subscription | Multi-year contract | Enterprise: 500+ Inspections/Month |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
CodeFi Solutions product offering
Product offeringCore offering
CodeFi Solutions (d/b/a Presidium) provides a unified cloud-based construction lending software platform that automates draw inspections, loan administration, and disbursement workflows for banks, credit unions, and other financial institutions. The platform includes a core loan management system, an on-demand inspector marketplace powered by the RAZE Draw Inspection Network, configurable workflows for residential, commercial, and revolving credit lending, and a companion mobile application for field inspectors.
Product overview
CodeFi Solutions (d/b/a Presidium) offers a unified construction lending software platform consisting of a core platform and multiple integrated modules. The core Presidium Platform provides web-based construction loan management for lenders, borrowers, general contractors, and inspectors. It is complemented by four key product modules: Draw Inspections (streamlined inspection workflow and mobile app), Consumer Construction Lending (residential loan management), Commercial Construction Lending (configurable workflows for CRE, A&D, Multi-Family, SBA, and LIHTC programs), and Revolving Credit Financing (line-of-credit and builder financing tools). An on-demand inspection marketplace called RAZE Draw Inspection Network connects lenders with a nationwide verified inspector network. A companion mobile app enables field inspectors to submit inspections with photo/video and geolocation. An ROI Calculator helps prospective clients quantify savings from draw cycle reductions and administrative efficiency gains.
Differentiator
Problem solved
Functional benefit
Products and services
- Presidium Platform Unified cloud-based construction lending software platform that manages draw inspections, loan administration, and disbursement workflows for residential, commercial, and revolving credit lending. Serves banks, credit unions, borrowers, and general contractors via web and mobile interfaces.
- Presidium Mobile App iOS and Android mobile application enabling inspectors to submit draw inspections, capture photos and videos with geotags and timestamps, view work orders, and manage payment status from the field.
- RAZE Draw Inspection Network On-demand inspection marketplace connecting lenders with a nationwide network of verified inspectors for on-site construction draw inspection services. The platform collects fees for facilitating provider services between lenders and inspectors.
- Commercial Construction Lending Module Configurable commercial construction lending workflow with support for Acquisition & Development (A&D), Commercial Real Estate (CRE), Multi-Family & Mixed-Use, SBA 504/7(a), and LIHTC programs, featuring automated form letters, lien waiver monitoring, draw disbursements, and audit-ready reporting.
- Consumer Construction Lending Module Residential construction lending workflow enabling lenders to manage loans, borrower portals, draw requests, and compliance reporting for single-family and home builder financing.
- Revolving Credit Financing Module Revolving line of credit and home builder financing workflow enabling lenders to manage disbursements, collateral oversight, automated risk alerts, and scalable workflows for diverse portfolio sizes.
Quantifiable outcome
- 80% reduction in inspection times (average of 1.15 days)
- +5 more outcomes
Companies that use CodeFi Solutions
Customer profileNamed customers14 records
Segments3 records
Ideal customer profiles2 records
CodeFi Solutions technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature7 records
CodeFi Solutions partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and minor.
- FIS GlobalcoreIntegration partnership with FIS Global (major financial services technology provider). FIS integration enables seamless data exchange between Presidium and FIS-powered financial institutions.
- FiservcoreIntegration partnership with Fiserv for core banking connectivity. Enables real-time data sync with Fiserv-powered lending institutions.
- EncompasscoreIntegration with Ellie Mae's Encompass loan origination system. Allows seamless workflow between loan origination and construction draw management.
- Jack HenrycoreIntegration partnership with Jack Henry's banking technology platform. Enables core banking integrations for Jack Henry-powered institutions.
- Texas Bankers AssociationminorAffiliation with Texas Bankers Association provides marketing reach and credibility within the Texas banking community.
- Payment Card Industry (PCI) Level 1corePCI DSS Level 1 compliance certification. Indicates platform meets highest standards for payment card data security, required for processing payments in the marketplace.
- SAS Type II SOC 1coreSOC 1 Type II certification for service organization controls relevant to security, availability, processing integrity, and confidentiality.
- SSAE 16 CertifiedcoreSSAE 16 compliance demonstrating internal controls over financial reporting meet rigorous audit standards.
- RAZEcorePowered by RAZE Draw Inspection Network for on-demand inspection marketplace. RAZE provides the network of verified inspectors used in the Presidium marketplace.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
CodeFi Solutions competitors and assessment
Company assessmentDirect peers
- Built Technologies: Built Technologies is a leading construction loan management software platform serving residential and commercial lenders with draw management, inspections, and loan administration—directly competing with Presidium in the same core workflow.
- Rabbet: Rabbet provides construction lending software that streamlines draw management, document collection, and lender-borrower communication for residential and commercial construction loans—a direct functional peer to Presidium.
- Levelset: Levelset (now part of Procore) specializes in lien waiver management and payment compliance for construction projects, overlapping with Presidium's waiver and lien monitoring features in construction lending workflows.
Broad incumbents
- nCino: nCino offers a cloud banking platform with loan origination and portfolio management for commercial and consumer lenders—a broader incumbent in bank operating systems with adjacency to construction lending workflows.
- Ellie Mae (ICE Mortgage Technology): Ellie Mae's Encompass loan origination system is the dominant LOS in US mortgage lending and an integration partner of Presidium, but also a broad incumbent whose roadmap could extend into construction draw management.
- Procore: Procore is the leading construction management platform with extensive workflows for general contractors and owners; through Levelset it also addresses lien waivers, creating partial overlap with Presidium's construction lending ecosystem.
- Jack Henry: Jack Henry provides core banking and lending technology to US community banks and credit unions—simultaneously a strategic integration partner and a broad incumbent whose lending platform could compete in construction loan administration.
- FIS Global: FIS Global is a major financial services technology provider offering lending and core banking systems to large institutions—a key Presidium integration partner that also operates broadly in loan servicing technology.
- Fiserv: Fiserv is a leading financial services technology provider with core banking, loan origination, and digital banking offerings—serving as both a Presidium integration partner and broad incumbent in US bank technology stacks.
Emerging players
- Briq: Briq provides AI-driven financial planning and forecasting for construction projects—an emerging construction fintech that intersects with construction lending economics though focused primarily on the contractor side.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
CodeFi Solutions social profiles
Digital presenceCodeFi Solutions compliance and trust
Trust signalCompliance3 records
CodeFi Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
CodeFi Solutions leadership team
Management profileNumber of profiles
CodeFi Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CodeFi Solutions M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CodeFi Solutions
What does CodeFi Solutions do?
CodeFi Solutions (d/b/a Presidium) provides a unified cloud-based construction lending software platform that automates draw inspections, loan administration, and disbursement workflows for banks, credit unions, and other financial institutions. The platform includes a core loan management system, an on-demand inspector marketplace powered by the RAZE Draw Inspection Network, configurable workflows for residential, commercial, and revolving credit lending, and a companion mobile application for field inspectors.
Is CodeFi Solutions a public or private company?
CodeFi Solutions is a private company. It is classified as unknown and is currently operating.
When was CodeFi Solutions founded?
CodeFi Solutions was founded in -1. It employs 1 to 10 people.
Where is CodeFi Solutions based?
CodeFi Solutions is headquartered in Orlando, United States, in the North America region.
How does CodeFi Solutions make money?
Two revenue lines are on record. Platform Transaction Fees are the primary driver. The others are subscription-Based Software Licensing.
Who are CodeFi Solutions's main competitors?
Direct peers on record are Built Technologies, Rabbet and Levelset. Broad incumbents are nCino, Ellie Mae (ICE Mortgage Technology), Procore, Jack Henry, FIS Global and Fiserv. Briq is listed as an emerging player.
Does CodeFi Solutions have an API?
No public API is recorded for CodeFi Solutions.
What industry is CodeFi Solutions in?
CodeFi Solutions's product category is Construction Lending Software. Its primary akta.pro industry code is HDAEAHAF, Digital Process Automation (DPA) & Orchestration Suites. Its NAICS code is 54151 and its SIC code is 7372.