Your Tools for Exponential Impact

Unleash Your True Potential Through Data Science and Artificial Intelligence

Welcome to We empower you to create data-driven solutions that increase your marketing, sales, and operational efficiencies, and reduce the costs of raising capital.


Use machine learning and artificial intelligence to enhance your data, filling in information gaps to learn more about your prospects and where they are in their buyer’s journey.


Identify and segment leads based on their conversion potential, eliminating time-intensive and manual sorting so you can focus on campaigns that advance leads through your funnel.


Create a “prediction engine” that provides recommendations; re-feed new learnings into your prediction engine to create a feedback loop that improves over time.

Our Clients

We primarily work with B2B enterprise organizations, including the following:

  • Commercial Real Estate Firms and Funds
  • Consumer Packaged Goods Companies
  • Credit Unions
  • Merchant Lenders
  • Online Lenders
  • Cash Advance Companies
  • Invoice Factoring
  • Mezzanine Financiers
  • Reg A+ and 506(b) and 506(c) Issuers
Perfect Your Personalization with AI

Serendipity is an enrichment service that ensures you won’t waste valuable sales and marketing opportunities. It uses a deep learning and intelligent neural network to predict the ideal buyer’s experience, shorten the buyer’s journey, and drive and simplify customer loyalty through deeper relationships.

  • Get instantaneous CRM insights with factual enrichment and contextualized data points instead of spending time and money on manual research.
  • Offer the perfect product or pitch by using data-driven product lead scores that guide your marketing and sales efforts.
  • Enhance person-to-person communication by pairing leads with the right team personality.
Origination Intelligence
Alternative B2B Lending Powered by Machine Learning

Our Origination Intelligence algorithms predict sophisticated B2B lending and repayment outcomes for small and medium enterprises. Help your clients purchase inventory, secure growth capital, refinance debt, and much more.

  • Increase your predictive accuracy with models that perform multivariate analyses that have beaten underwriting teams by as much as 30%.
  • Fund more deals by automating the application and origination process with an application-to-decision guarantee of less than 10 seconds.
  • Rest easy with lending algorithms that continually evolve, and may recognize market changes before you do.
Make Your Marketing and Sales Smart, Really Smart

Parkour amplifies your data by “cleaning” it, filling in gaps, and adding new information; it also segments your contacts to predict why, when, and how to engage

  • Predict the top leads for your product or offering, and the best ways to conduct your outreach efforts.
  • Get campaign recommendations to increase your engagement and conversion rates.
  • As you convert prospects, feed new insights into your prediction engine to validate and refine your process.
Streamline your platform’s offerings with investor insights and compliant marketing

Segment investor contacts so your issuers know how to prioritize their outreach efforts. Our marketing templates, designed with compliance in mind, give issuers a ready foundation for the assets they need.

  • Get insights on the size of issuers’ potential investor pools to optimize outreach efforts.
  • Predict what types of messages contacts will respond to, and how to deliver them.
  • Make it easy for issuers to create critical marketing assets with the resources they have.
Greg Brown
Managing Director, NAI DiLeo-Bram & Co.; Registered Representative,

"I have been working with Dan, Gabi, and the team for a couple of years now. They produce some of the best marketing strategies I’ve seen when it comes to alternative online investing and product development. They combine their innovative approaches with a genuine spirit for collaboration, making them great partners. This to me is especially important, not having a background in sophisticated digital marketing. Their product, Serendipity, made it possible for me to fill in data gaps, segment and rank top prospects, and get modeled insights so I could prioritize my sales efforts, saving me time and money."

Joy Schoffler
Chief Strategy Officer, Casoro Capital and Upside Avenue

"The team was an integral component to our launch. Their expertise and experience in FinTech, digital strategy and marketing, and the investment space saved us months of man hours and helped us create a strategy and messaging which was targeted and compliant. It is rare to find exceptional marketers with deep understanding in their fields—however that is what you get with the team.”

Our Story

Wrench.AI is not your typical fintech startup. It’s the result of merging a marketing agency specializing in equity crowdfunding and a software company committed to delivering simple, correct code. Wrench.AI’s goal is to make it easier for companies to harness the power of their data, automate manual processes, and optimize marketing efforts using machine learning and artificial intelligence.

As more companies seek to figure out how to use advance technologies to their advantage, Wrench.AI is uniquely positioned to address the tectonic shifts occurring across industries, particularly in commercial real estate and online investing. Curious to learn more? Let’s talk.

Our Founders and Advisors
Our Founders
Dan Baird, CEO
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Rob Martin, CTO
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Gabriela Barragan, CMO
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Nick Baguley, CDO
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Our Advisors
Marc J. Adesso
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