The platform to accelerate deal execution.

Become a 10× Deal Team

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Works where your deal team already works

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Salesforce
Microsoft Teams
Outlook
SharePoint
Claude
ChatGPT

Deal Graph

tryHercules Capital Allison Transmission Kraft Heinz

Search every public credit agreement.

Find the filing, read the source, compare the provision. Every extract shows where it came from.

01 Find
02 Read
03 Compare

See it with your private deals: your own agreements in the same graph, beside the public precedent.

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Skillbook

Scale and govern your existing AI stack.

Your desk procedures and best practices, governed. Analysts use them inside Claude and ChatGPT, rate what they got, and every revision passes its evals before it's published.

used as-is
had to fix
wrong

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Watch a single deal move through the system.

Deal RecordShip Quick Logistics

M&A

Instrument

Term Loan B · Senior Secured

Commitment

$240.0 M

Pricing

S + 525 · 0.50% floor

Covenant

In compliance

Net leverage 4.1× · max 5.5×

IC memo68%

Agent activityLive

Drafting IC memo: credit summary & sponsor overviewagent · underwriting

Benchmarking 525 bps vs. 14 precedent deals in your bookagent · term intelligence

Reconciled amendment no. 3 against base credit agreementagent · documentation · complete

Extracted 41 covenants & baskets to the deal recordagent · intake · complete

Intake
Deal Record
Agentic Workflows
Portfolio
Control & ROI
Intelligent Routing

01 · Intake

Every document, structured into data.

Every credit agreement, side letter and amendment, parsed and cited back to the source line.

extract · ship quick / ca v741 extracted

Net leverage covenantcited · §7.1

Restricted payments basketcited · §6.04

EBITDA definition & add-backscited · §1.1

Mandatory prepaymentcited · §2.05

Incremental facilityreview · §2.14

Excess cash flow sweepreview · §2.06

PDFCredit_Agreement_v7.pdf

DOCXAmendment_No_3.docx

02 · Deal Record

One source of truth for the whole deal.

The live state of every position, always reconciled to the latest turn.

deal record · current statereconciled

FacilityTerm Loan B · $240.0M

All-in spreadS + 525 · 0.50%

Net leverage4.1× in compliance

SponsorOakBridge Partners

MaturityJun 2031 · 7yr

Syndicate9 lenders

Reconciled torev 7 · amendment 3

Reconciled to rev 7

03 · Agentic Workflows

Scale your team with agents that run the playbook.

Agents draft, benchmark and reconcile end to end, with a human at the controls.

agent run · ic memo · ship quick

01 · Pull deal recorddone

02 · Benchmark pricing & termsdone

03 · Draft credit summaryrunning

needs approval · 1

04 · Portfolio

Term intelligence across your whole book.

Every definition, covenant, and term, structured & searchable.

portfolio · leverage & headroom

net asset value$1.66B

wtd. leverage4.8×

positions32

Gold River5.0×

CellUnity5.2×

Geo Power6.8×

Code Stream3.9×

3 of 32 above 5.0× · 1 covenant breach

1 covenant breach

05 · Control & ROI

On your terms: auditable, governed, yours.

Bring your own model, never trained on your data, every action logged.

control plane · governancegoverned

ModelBring your own

Training on your dataNever

Audit trailevery action logged

Data residencyUS

SSOenabled

EncryptionAES-256 · at rest & in transit

BYOMNever trainedSource-cited

Never trained

06 · Intelligent Routing

The right model for every task.

Every task routed to the model best suited for it. Cost and quality tracked, so you know which models earn their keep.

model router · live4 models

Covenant extractionopen-weight · fast

Credit summary draftfrontier · large

Benchmarkingfrontier · fast

Redline comparererouted · quality floor

Tasks on faster models62%

Model spend vs last quarter−38%

under budget

quality floor held

Human-first by design

Focus on the judgment and the relationships.
CreditBase does the rest.

What we stand on

Built for how deal teams actually work.

Human-first

Agents do the repetitive turns. You keep the judgment, the structuring calls, and the relationships that win deals.

One source of truth

Every term sheet, amendment and turn reconciled into one live deal record. No more chasing versions across inboxes.

Agentic execution

Agents draft, benchmark and reconcile end to end. Every step is auditable and source-cited back to the document.

Agentic v2 · Q3 2026

On your terms

Bring your own model. Never trained on your data. Enterprise governance from day one.

BYOM · Never trained

See it on your deals