250+
Counterparties
3K+
Fund Entities
$300B+
in Deal Volume
Where the Institutional Private Credit Markets Transact
PactFi is a secure, end-to-end operational platform for executing and servicing private credit transactions – and the AI-enablement infrastructure that powers the next phase of how those transactions get done.
A Connected Suite for
The Full Private-Credit Lifecycle
PactFi is uniquely positioned to enhance various stages of the deal closing process across external counterparties, ensuring efficiency and effectiveness at every step.
01 - SECONDARIES
new
Run Every Trade In One Shared, Cross-Counterparty Platform
- Ledger and OMS connectivityPactFi automatically reconciles ledger and OMS data - no manual entry required
- Secured document deliverySend documents to custodians and fund admins in one click, inside a controlled, auditable environment.
- Internal and third-party transfersRun both internal and third-party transfers in one shared, cross-counterparty platform
- Many-to-many tradesPut multiple buyers and sellers in a single trade. Create and track fewer of them
- Auto document generation and bulk executionPactFi generates the documents. Your authorized signatories execute at volume, on platform.
02 - Data Infrastructure
The Foundation Every Private Credit Workflow Runs On
- Secure, end-to-end executionThe full private credit lifecycle in one controlled environment
- Structured data at the sourceThe operational foundation AI requires, generated as a byproduct of how the platform runs
- AI-enablementInstitutional-grade AI built into the operational layer. Agents and downstream systems access data through MCP-enabled APIs, inside the same permissioned, audit-logged framework that governs human users.
03 - Deals
Closing and Coordinating Private Credit Deals
- New Money DealsClubbed deals without the coordination headache. Allocations, KYC, funds flow and wire notices all on platform
- Cashless rollsUpsize amendments through the same workflow. Roll allocations with auto-KYC and a dynamic funds flow
- Investor communication loop on-platformNot email — lenders enter their own suballocations, KYC and funding preferences, all permissioned by user and by firm
04 - POST-CLOSE PORTAL
The System Of Record For Post-Close Deal Activity
- Flip from closeTurn a closed deal into a portal with no new site to set up. The working group, facilities and deal data carry over automatically, so servicing starts with full context on day one.
- Organized for creditTie files to facilities instead of leaving them floating in a folder. Upload documents, create folders and add facility information, and PactFi sorts everything into structured categories with metadata so you can flag the key ones.
- Investor communication loop on-platformTrack views and downloads per file, and export the history to Excel.
Built for Institutional-Grade Trust
Independently attested controls across the platform. PactFi operates with the same rigor as the institutions it serves.
SOC 2 Type II
Independently audited security, availability, and confidentiality controls, reviewed annually by a third-party auditor.
ISO Certification
Independent ISO certification validates our security controls, risk management, and commitment to continuous improvement.
End-to-End Encryption
All data encrypted at rest (AES-256) and in transit (TLS 1.3). Keys managed per-customer with hardware security modules.
Full Audit Trail
Role-based permissions with a complete, exportable audit trail across the platform and asset lifecycle.
