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Intelligence Meets Investment

Investment management functions

Investment Committee Memos

Automatically generates investment committee memos from deal rooms and historical deal documentation

Due Diligence

Responds to ad-hoc due diligence queries, processing financial statements, legal documents, expert calls, and research notes

Portfolio Management

Continuously monitors key KPIs including financials and risk factors across portfolio companies

Credit Memo & Covenant Monitoring

Creates comprehensive credit memos analyzing financial statements, borrower packages, VDRs, and credit agreements. Automatically tracks financial covenants embedded in credit agreements, and reviews borrower health indicators

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WeWork, GF, The Pavilion, 62/63, Church St, Haridevpur, Shanthala Nagar, Ashok Nagar, Bengaluru, Karnataka 560001

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