Founded as Daily AI, Aidium rebranded last year to better align brands it had acquired — Whiteboard CRM and Recruitable.ai — under a single umbrella.
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When mortgage originations bounce back to healthier levels, lenders who equip their loan officers with a customer relationship management (CRM) solution that’s tailor-made for mortgages, with integrated sales and marketing automation will have a leg up on the competition.
That’s the investment thesis of PeakSpan Capital, which is leading a $19 million Series A funding round announced Tuesday by Boulder, Colorado-based Aidium Mortgage CRM.
In spelling out its thinking for leading Aidium’s latest funding round, PeakSpan noted that mortgage loan officers “often operate as quasi-independent divisions inside of broader organizations,” changing firms often and relying on their own Rolodexes and customer engagement standard operating procedures (SOPs).
“Amidst this backdrop, the need for a tailor-made and powerful CRM system is evident,” according to PeakSpan.
Founded in 2019 as Daily AI, Aidium rebranded in March 2023 to better align two brands it had acquired — Whiteboard CRM and Recruitable.ai — under a single umbrella, the company said at the time.
Aidium said it will use the Series A funding to “further enhance its platform, expand its customer base, and strengthen its position as a leader in the mortgage technology space.”
“We are beyond excited to be partnered with PeakSpan Capital as we accelerate our growth and expand our reach in the mortgage industry,” Aidium CEO Spencer Dusebot said in a statement. “This…