Partner & Investor Briefing · Confidential

Crypto-backed lendingunder your brand.

Lending-as-a-service, powered by the Heartbit credit engine. Full-API infrastructure that lets you offer loans, credit lines, and leverage to your users - without building the risk logic, lifecycle system, integration rails, or operational stack yourself.

Built for ExchangesBanksFintechsBrokersWalletsCustodiansOTC desks
You bring the platform. Heartbit brings the credit engine.
741M
Crypto owners · 2025
$73.59B
Crypto-backed debt · Q3 2025
$21T
Top-12 CEX spot volume · 2025
NOW
The credit layer is being built
The next financial layer is credit.
01 · The Shift

Buy, sell, hold is becoming a commodity. Credit is the next layer of platform power.

Buy. Sell. Hold. Transfer. That used to be enough. Now it is table stakes.

The next platform war is not custody, trading, or another dashboard. It is capital access.

Every asset sitting on a platform is more than a balance. It is potential liquidity, retention, revenue, and product gravity.

When users need liquidity

They have two options

› Stay inside the platform they already trust.
› Leave the platform and borrow somewhere else.

The credit layer turns…

…asset platforms into financial platforms.

Investor takeaway

If users cannot borrow against their assets with you, they will eventually do it somewhere else.

01 · Market Demand

The credit layer is not theoretical anymore. It is already forming around the platforms that can support it.

The assets are already there.
The users are already there.
The trust is already there.
The missing layer is credit.
01
741M
Crypto owners
Global crypto ownership reached 741M in 2025. The customer base is no longer early - it is large enough for serious financial products.
02
$73.59B
Crypto-backed debt
Crypto-collateralized lending reached a new high in Q3 2025, including a significant CeFi market. The question is whether platforms capture it or lose it.
03
$21T
CEX spot volume
Top exchanges process massive spot volume. That volume creates balances. Balances create credit potential. Credit creates recurring economics.
04
Even major platforms partner for credit.
The largest players do not always build the credit layer alone. They use partner-powered infrastructure while keeping the user relationship inside their own experience.
Investor takeaway

The next platform advantage is not helping users buy assets. It is helping them use assets without selling them.

Section 02 · The Problem
02 · The Problem

The borrow button is easy.

What users see is simple. A clean button. A loan offer. A repayment screen. A balance update.

That visible layer is only the surface. The lending system behind it is where platforms get exposed - and where in-house builds break.

10%
Above the surface · Visible
The user-facing lending experience
Borrow buttonLoan amountTerms Accept flowRepayment viewLoan health indicator
Waterline
90%
Below the surface · Hidden
The production system that keeps lending safe
Collateral logicLTV monitoringRisk bands Product parametersLoan lifecycle statesRepayment handling Grace periodsMargin-call logicLiquidation readiness Webhook reliabilityPartner certificationAudit trails Exception handlingOperational controlsCompliance boundaries Readiness gatesInternal review flowsSupport visibility ReportingEvidence trail

The demo is simple. Production is where the hidden 90% shows up.

02 · Where Builds Break

Where platforms get burned.

A crypto-backed lending product is not just a frontend feature. It is a risk system attached to real collateral. That is where in-house builds usually break.

01

Risk logic

One weak LTV rule turns normal volatility into platform loss. The danger is not "price went down" - it is a system that reacts too late, too aggressively, or inconsistently.

02

Product rigidity

A generic loan rarely fits a real platform. Different markets, assets, users, jurisdictions, and risk appetites all need configurable product envelopes.

03

Integration drag

"One API" becomes months of edge cases: custody, ledger events, pricing, repayments, loan states, risk monitoring, webhooks, reporting.

04

Operational blind spots

If ops cannot clearly see loan, risk, and exception state, users feel the chaos first. Bad internal visibility becomes bad customer experience.

05

Compliance confusion

Unclear ownership slows approval. Legal, risk, and compliance need to know exactly who owns what - without a clean boundary, the product stalls before launch.

06

Customer trust risk

A bad margin-call or liquidation destroys trust faster than any trade. Credit is personal. Collateral is emotional. Liquidation is reputational.

Investor takeaway

Lending failure is rarely one big mistake. It is many small gaps hiding inside the lifecycle - exactly what an engine is built to close.

Section 03 · The Engine
03 · The Engine

We are the credit brain behind your platform.

Plug in. Configure. Launch.

You keep the customer relationship, the brand, and the regulatory perimeter. Heartbit powers the credit layer your platform can launch under its own brand.

Product rulesRisk logicLifecycle automation Integration railsOperational controlAuditabilityReadiness evidence
The Four Pillars
Pillar 01

Configurable Lending Products

No black box. No "take it or leave it." Heartbit lets platforms configure credit products around their market, customer base, and risk appetite.

Supported collateral assets
LTV bands
Loan duration
Interest model
Origination fees
Grace periods
Eligibility logic
Repayment rules
Liquidation rules
Product limits
Pillar 02

Lending Lifecycle Engine

The full loan journey is orchestrated by the engine. Your team does not need to reinvent the machinery.

Application
Eligibility check
Quote creation
Quote acceptance
Collateral validation
Loan activation
LTV monitoring
Risk warnings
Repayments
Closure
Liquidation workflow
Audit history
Pillar 03

Platform Integration Layer

This is not a demo API. It is built for controlled rollout, partner certification, and production activation.

Partner API
Webhooks
Sandbox environment
API key management
Integration evidence
Certification flows
Idempotency rules
Readiness gates
Production approval flow
Pillar 04

Operational Control System

Credit cannot run safely without operational visibility. Heartbit provides the control layer your risk, ops, compliance, and executive teams need.

Operational dashboard
Loan health visibility
Risk monitoring
Exception handling
Partner readiness state
Evidence trail
Auditability
Platform-level controls
Go-live workflow
Investor takeaway

The value is not one formula. It is the system that makes crypto credit safe to launch, monitor, and scale.

03 · Live Lifecycle

One continuous, monitored, auditable pipeline.

The loan moves through a single orchestrated lifecycle, from eligibility to settlement. Heartbit runs the engine. Your platform sees the states, events, and signals it needs.

Application → Eligibility → Quote → Acceptance → Collateral → Activation → Monitoring → Repayment → Closure → Risk Resolution

01 / Application

Partner API request

Credit terms requested through the Partner API, fit-checked against the configured product envelope.

02 / Eligibility

Controlled response

Evaluated against approved product rules, collateral rules, limits, and risk boundaries.

03 / Quote

Time-bound quote

The engine creates a quote based on current parameters. Traceable and auditable.

04 / Acceptance

Platform accepts

The platform accepts the quote through the API. The loan moves to the next state.

05 / Collateral

Validated

Validated against the partner's custody and ledger model. Heartbit is not the custodian - it enforces credit logic around the collateral state.

06 / Activation

Loan active

Once conditions are met, the loan activates. The platform receives lifecycle events and loan-state visibility.

07 / Monitoring

Continuous

The engine monitors loan health, LTV, risk bands, and lifecycle state. Risk states surface clearly.

08 / Repayment

Processed

Repayment events are processed through the agreed integration flow. The loan state updates accordingly.

09 / Closure

Settled

When the debt is settled, the engine closes the loan and records the full lifecycle history.

10 / Risk Resolution

Workflow

On warning, margin call, or liquidation-pending, the engine follows the configured workflow and surfaces the required state.

Orchestrated by

Heartbit.

Surfaced to

Your platform.

Auditable

End to end.

Section 04 · Products
04 · What You Can Offer

One engine. Multiple revenue-generating credit products.

Heartbit is not a single loan template. It is a credit engine that lets platforms launch controlled products around their market.

01 · Crypto-Backed Credit Lines

Borrow without selling.

Let users borrow against supported assets without selling - liquidity while keeping market exposure.

Best forLong-term holders and active platform users
ValueRetention, balance stickiness, recurring revenue
02 · Fixed-Term Loans

Structured credit, controlled.

Structured credit with defined duration, repayment logic, collateral rules, and loan-health visibility.

Best forA clear first product and controlled pilots
ValueClear boundaries and easier internal approval
03 · Leverage / Buy-More

Suitability-aware exposure.

Configured, suitability-aware structures for eligible users who want increased market exposure.

Best forSophisticated users with strong risk controls
ValueHigher sophistication, revenue, and engagement
04 · Custom Product Envelopes

Built around your exact world.

Build products around a partner's market, custody and ledger model, assets, and customer segment.

Best forExchanges, fintechs, brokers, wealth platforms
ValueNo generic model, faster launch, better alignment
Investor takeaway

The platform does not need "a loan feature." It needs a credit product layer - one engine, multiple revenue streams.

03 · A Clean, Safe Boundary

Clear lines. Easier to approve internally.

Heartbit does not pretend to be your exchange, your custodian, your liquidity provider, your compliance department, or your regulator. That is the point. A clean boundary helps internal teams understand what they are approving.

You own the platform & the perimeter

The partner owns

Customer relationship
Brand
Customer onboarding
KYC / AML
Legal ability to offer lending
Custody model
Ledger model
Liquidity / funding
Repayments
Disclosures
Customer support
Escalation policy
Market positioning
Final product approval
Heartbit owns the engine & the rails

Heartbit provides

Lending engine logic
Risk calculations
Product-envelope enforcement
Loan lifecycle workflows
Partner API
Webhook infrastructure
Integration reliability
Certification tooling
Operational readiness gates
Auditability
Loan-state visibility
Risk-state visibility
Evidence trail
Investor takeaway

This boundary is not cosmetic. It is what lets serious, regulated platforms say yes.

03 · Two Winners

The same credit layer creates two wins: platform growth and user liquidity.

A lending product should not create a zero-sum relationship. Done correctly, it compounds value on both sides.

For the platform

From asset platform to credit platform

Turn idle balances into an active product layer
Create recurring revenue beyond transaction fees
Keep assets and users inside the platform
Reduce liquidity leakage to external lenders
Increase retention and product gravity
Segment products by customer type
Launch without becoming a lending infrastructure company
For the end user

Liquidity without forced selling

Borrow without immediately selling their asset
Access liquidity while maintaining exposure
Stay inside the platform they already trust
See clear loan terms
Track loan health continuously
Receive risk alerts before critical states
Avoid fragmented external lending journeys

The user gets liquidity. The platform gets retention, revenue, and a deeper financial relationship.

Section 05 · The Model
04 · The Model

Build it yourself, or partner.

Heartbit monetizes like infrastructure - the partner keeps the customer, the brand, and the product economics.

04 · Commercial Model

Heartbit monetizes like infrastructure - not like a broker.

The model combines four components, scaled to the partner's launch path, integration depth, and expected volume.

01
Implementation fee

Get to controlled launch

A one-time fee for setup, product-envelope configuration, sandbox onboarding, certification, and go-live preparation.

Illustrative basis~$25k - $75k one-time
02
Monthly license

Predictable infrastructure

A recurring license for the engine, operational portal, API, webhooks, monitoring, and support. Creates predictable infrastructure revenue.

Illustrative basis~$3k - $15k / month
03
Usage / volume fee

Aligned with adoption

Tied to originated volume or the outstanding loan book - the part that compounds as the partner grows.

Illustrative basis~15 - 50 bps on the book
04
Optional rev-share

Success economics

For selected partners, a negotiated share of lending economics. Optional and deliberately not the default.

Illustrative basisNegotiated %deal-by-deal
Illustrative unit economics · one mid-size partner

Indicative first-year revenue

Implementation fee (one-time)$40,000
Platform licence ($8k / mo × 12)$96,000
Volume fee (illustrative book × bps)$60,000
First-year revenue, one partner$196,000
Why it compounds

Margins are high - the marginal cost to serve another partner is low - and revenue recurs and compounds with each partner's loan book.

Year one is an investment stage. Meaningful, compounding revenue is a year-two-onward story, and the milestone plan is sized to reach that inflection.

Pricing is illustrative, for modelling only, and set per partner. The structure is the point.

Commercial principle

The partner owns the customer economics. Heartbit participates in the infrastructure value it enables.

Terms depend on launch path, integration depth, jurisdiction, expected volume, number of environments, product complexity, support, certification scope, operational involvement, and SLA.

Not charged for (by default)
Custody
Liquidity spread
Customer acquisition
End-user relationship
Regulatory perimeter
Funding balance-sheet role

Unless explicitly agreed, those remain with the partner.

Investor takeaway

You keep the customer. You keep the brand. You keep the product economics.

04 · Build vs. Partner

You can build it yourself. But then you become a lending infrastructure company.

Building lending in-house sounds attractive until the real scope appears. It is not one API, one borrow screen, or one repayment flow. It is an always-on financial infrastructure layer.

Path A · Build in-house

The long way

12-24+ months before a serious launch
Risk logic built from scratch
Lifecycle engine built from scratch
Collateral-state handling built from scratch
Repayment flows built from scratch
Margin-call and liquidation logic from scratch
Operational dashboard built from scratch
Webhook reliability built from scratch
Audit trail built from scratch
Compliance boundary defined from scratch
Edge cases discovered on real collateral
Engineering pulled away from core growth
Permanent maintenance burden

The hidden cost is not only development cost. It is opportunity cost, operational risk, and delayed market entry.

Recommended
Path B · Partner with Heartbit

The shorter path

+ Launch through a controlled, certified rollout
+ Configure products without rebuilding the core
+ Use built-in lifecycle workflows
+ Use built-in risk calculations and enforcement
+ Use built-in auditability
+ Create a clear responsibility boundary
+ Give ops, risk, compliance & execs visibility
+ Keep engineering focused on customers and growth

Move from a multi-year build to a controlled, certified rollout.

Investor takeaway

Build it only if becoming a lending infrastructure company is the strategy. To launch credit faster, safer, and under your own brand - partner.

Section 06 · The Pitch
The Pitch

Your users already trust you with their assets. Give them a reason to keep them with you.

Do not send them elsewhere for liquidity.
Do not spend years building the lending engine.
Do not ship a half-built credit product with hidden operational risk.
Heartbit gives platforms the missing credit layer
Offer crypto-backed lending without becoming a lending infrastructure company.
Configurable lending products
Risk logic
Lifecycle automation
Integration rails
Operational control
Certification workflow
Auditability
Clear responsibility boundary
Commercial model aligned with growth

Your platform becomes more than a place to buy, sell, and hold. It becomes a credit platform.

You bring the platform. Heartbit brings the credit engine. Together, you launch the product your customers already need.

Partner briefings · Sandbox access · Commercial proposals under NDA
Why Heartbit Wins

A neutral, pure-infrastructure engine - by design.

The category is real, and the closest comparable is already live - which is exactly what defines the gap Heartbit fills. We compete on a cleaner boundary, deeper configuration, and a first-class operational-control surface.

Cleaner boundary

Never custody, funding, or lender-of-record.

A neutral layer never competes with its partners, sidesteps the heaviest regulatory burdens, and gives each partner a clean, defensible line - so adoption carries no channel conflict.

Deeper configuration

Product envelopes, certification, governance.

Deep product-envelope and proposal-builder configuration with a certification gate and maker-checker governance - flexibility without rebuilding the core.

Operational control

A command-centre, not a dashboard.

Oracle health, circuit breakers, exposure and concentration caps, incidents, and a full evidence trail - the surface risk and compliance teams need to say yes.

The position

The closest direct comparable is ahead on traction and credentials today. Heartbit's opening is the neutral, pure-infrastructure alternative - and the funds raised pay for the credentials that close the gap.

Section 07 · The Ask
07 · The Ask

We are raising to reach a production engine and a first live partner.

The engine and portals are built; Heartbit is roughly a month from a pilot-ready product. This round funds the short, front-loaded path to production - and ends at a strong, fundable position. Go-to-market is scoped for a later round, raised from proven traction.

The Funds Raised

Lean funding, to a fundable milestone.

Figures are built bottom-up; pricing and costs are planning estimates. The first raise delivers Milestones 1-2 - the production-ready engine and the first partner live.

Funds raised · Milestones 1-2
$388k
≈ ₪1.16M

Takes Heartbit to a production-ready engine, the first partner live, and SOC 2 Type 1 - the strongest position from which to raise the next round.

What it delivers
Production-ready engine. Full lifecycle, liquidation workflow, oracle health, circuit breakers, security hardening.
First partner live. A real exchange pilot taken from finalize to production.
SOC 2 Type 1. Plus penetration test and insurance, with Type 2 observation underway.
Leaner option · M1 only
$111k
≈ ₪332k

Finalizes the MVP for a first exchange pilot, if minimal dilution now is preferred.

Monthly run-rate
~$55k
≈ ₪164k / month

Fully-loaded team, office, tooling, and cloud. One-time setup is kept separate from this recurring rate.

Funded team
4
Lean, senior core

Two founder-engineers, one software & QA engineer, and a part-time UX/UI designer - low burn while the engine is hardened.

The Roadmap

Four milestones. The funds raised cover the first two.

The build milestones are short and front-loaded. Later go-to-market milestones are funded by a subsequent round, scoped from a position of proven traction - cheaper to fund and far less dilutive.

M1~1 month

MVP / POC

Finalize the core engine for a live pilot: configurable product, full lifecycle, operator console, partner API, one collateral asset.

MVP finalized; ready for a first exchange pilot.
Funds raised
M2~3 months

Harden & scale

Production hardening: full liquidation workflow, oracle health, circuit breakers, security, SOC 2 Type 1 + pen test, insurance.

Production engine; first partner live; SOC 2 Type 1.
Funds raised
M3~2-3 months

GTM planning

Commercial motion: pricing, sales materials, integration playbooks, reference cases, partnership pipeline.

Qualified pipeline; GTM playbook; partners in late-stage talks.
Later round
M4ongoing

GTM execution

Sign and onboard partners, scale loan volume, grow recurring revenue.

Multiple partners live; revenue ramp.
Later round
Why staged

The funds raised end at a production-ready engine, first partner live, and SOC 2 Type 1. Scaling go-to-market is far cheaper and less dilutive to fund once the product is proven.

Team

Founder-led - and built by the engineers who run it.

Heartbit is run by its two founders, both lead engineers. The funded team for Milestones 1-2 is the two of them, one software engineer, and a part-time designer.

Zohar Suslovich
Founder & Lead Engineer
Jonathan Bar Eli
Founder & Lead Engineer

Two software engineers with a decade in the industry and a deep, hands-on understanding of crypto-backed lending. They architect and build the highest-risk parts of the engine - the lifecycle, risk logic, and integration rails - themselves.

Between them they are raising seven children - they build for the long term, not a quick exit.

Funded team · Milestones 1-2
Two lead engineers (the founders). Own architecture and the highest-risk engine, lifecycle, and integration work.
Software & QA engineer (full-time). Builds, tests, and hardens the engine, portals, API, and operational-control surfaces.
UX/UI designer (part-time). Owns the portal and console experience and the partner-facing surfaces.

Go-to-market and commercial hires are planned for the later round.

Market evidence to verify before distribution

Crypto.com Research - Crypto Market Sizing 2025 · Galaxy Research - State of Crypto Leverage, Q3 2025 · CoinGecko - Spot CEX Report 2026 · Coinbase Help Center - Crypto-Backed Loans

Heartbit
Naomi Shemer 5, Kiryat Ono, Israel
Direct line
Jonathan Bar Eli · +972 53 658 4265
Zohar Suslovich · +972 53 658 4225
End of briefing · Heartbit Lending Engine

The Investor Glossary

Every important term · No prior crypto knowledge assumed