Heron Data

Underwriting automation for small business lenders and insurers, from submission intake to CRM decisions

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Highlights

  • New on EvolcAdded 2026-11-14

About Heron Data

Heron builds underwriting automation software for small business finance and commercial insurance. Its platform receives submissions from email, portals and APIs, parses bank statements and applications, runs identity, background, fraud and cash-flow checks, and syncs decisions to the CRM or policy admin systems.

Its customers are funders, brokers, fintechs and insurers working in products such as merchant cash advances, term loans, SBA loans and commercial insurance. The website states that Heron is trusted by 200+ funders, brokers and fintechs.

Heron was founded by Johannes Jaeckle (CEO), Jamie Parker (COO) and Dominic Kwok (CTO). The company has raised a $16M Series A and is backed by Insight Partners and Y Combinator. It is currently hiring for a Chief of Staff and sales development representatives, both listed in New York City.

Product: Heron Platform: intake, document parsing, enrichment, background and fraud checks, cash-flow analytics and decisioning for underwriting.

Jobs at Heron Data

No open positions listed right now.

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Recruiting

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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.