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Introducing Secondaries Workflows
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AI at PactFi

PactFi is compatible with your firm's AI and embedded within the product.

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Your firm's AI agent connecting to the PactFi MCP server with read and approve permissions
01 — AGENT INFRASTRUCTURE

Agent Infrastructure

Connect your Agents to PactFi using MCP. Examples of use cases include querying positions, counterparties, and document information.
  • Grounded in your structured data
  • Read-only or action-scoped
  • No more waiting for manual reports
Machine-readable deal fields such as facility size, leverage covenant, lead arranger and allocation progress
Permissions showing a deal-team analyst and the PactFi AI agent on the same permissioned framework
AI insight that syndication is tracking ahead of comparable deals, with a suggested pricing action
Document workflow extracting key loan terms from a formation document for human review before posting
02 — COMPLEX WORKFLOW HOSTING

Internal, third-party and many-to-many trades in one environment

  • Internal and third-party trades in one workspace
  • Secure delivery to custodians and fund admins
  • Secure delivery to custodians and fund admins

AI inside your workflows

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PactFi
PactFi is a secure platform for managing complex private credit transactions, providing end-to-end operational infrastructure and streamlining the deal process.
The product has been designed and developed in collaboration with several private credit industry leaders.
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