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Private Credit

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Your investment process is document processing wearing a suit. Credit agreements, borrower packages, and compliance certificates arrive as PDFs — and only become value after an analyst retypes them. Every hour of that is an hour not spent on credit judgment.

What’s breaking

Where the hours actually go.

Financial spreading by handInto templates that differ by deal vintage, with no reuse between analysts.
Covenant tracking in one spreadsheetMaintained by one person, checked against agreements nobody has parsed since close.
Monitoring that runs on memoryThe early-warning signal is an analyst remembering something looked off last quarter.
Reporting from systems that disagreeLP and lender reporting assembled from three systems with three versions of the borrower.
What we build

The systems that fix it.

  • 01Credit agreement extraction — covenants, baskets, definitions, and reporting obligations as structured data
  • 02Automated spreading with human review on exceptions only
  • 03Entity resolution across fund, borrower, sponsor, and facility
  • 04Early-warning credit models built on the monitoring data you already collect
  • 05An audit trail that lets an LP or examiner trace any AI-assisted number to its source document
Where to startA Credit Platform Diagnostic to find where the analyst hours actually sit, then a Document-to-Decision Sprint on credit agreements and borrower financials — the two document types with the shortest path to measurable hours returned.

Bring the hardest version of the problem.

Thirty minutes, no deck and no pitch. Leave with a sharper picture of the problem than you arrived with — and a straight answer on whether we can help.

If there’s a fit, we’ll say so. If there isn’t, we’ll say that too — and usually who to call instead.