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Introducing Secondaries Workflows
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DATA INFRASTRUCTURE

A single system of record for private credit data.

Every workflow captures structured data at the source, so your teams, systems and agents work from the same truth.

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Products:

SOURCE OF TRUTH

Centralized entity and signatory data

  • Fund database for KYC, bank details and fund relationships
  • Signature packets built from your entity database
  • Entity and signatory changes sync in real time
Signature blocks table assigning entity roles and authorized signatories across a deal
Generated signature blocks listing each entity, its managers and the signing partner
Reporting builder with a custodian template, selected entities and fields to include in the report
REPORTING

Automated external and internal reporting

  • Custodians, trustees, banks and internal teams notified automatically
  • Saved report templates across custodians
  • The right documents to each legal entity
AI ON YOUR DATA

AI agents and document extraction

  • Connect your agents through MCP, read-only or action-scoped
  • Credit agreements extracted to structured fields
  • Human-in-the-loop review before anything posts
Document workflow extracting borrower, facility amount, maturity, rate and currency from a PDF for human review
User asking in plain language for committed versus funded exposure to a borrower across all facilities
PactFi AI agent answering with committed and funded amounts for three facilities, traced to source records
PactFi API panel with REST API and webhooks connected and structured datasets for deals, facilities, allocations, fees, KYC, wires and entities
APIS AND DATA

Structured deal data, available through APIs

  • Deals, facilities, allocations, fees, KYC, wires and entities in one structured dataset
  • Every workflow generates structured, machine-readable data
  • REST APIs and webhooks for real-time, on-demand sync
  • Direct integrations with the most widely used platforms
THE NETWORK

Expert Tools For Private Credit Professionals

PactFi allows investors to work more efficiently throughout the deal closing process – even when the deal booking agent is not on the platform. Investors can easily import data onto the platform as PactFi has the capability to integrate with existing tech infrastructure. Investors can also seamlessly export documents from the platform to handle deal closing tasks with an off-platform agent.

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01- SECONDARY TRANSFERS

Run every trade in one shared, cross-counterparty platform.

Internal, third-party and many-to-many trades, reconciled, signed and settled from one system of record

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02- DATA INFRASTRUCTURE

A single system of record for private credit data.

Every workflow captures structured data at the source, so your teams, systems and agents work from the same truth.

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03- DEALS

Closing and coordinating private credit deals.

Agented and clubbed transactions, sole-lender deals, amendments and investor-only workflows, all in one permissioned close space.

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04- Post-Close Portal

The system of record for post-close deal activity.

Agents, lenders, and borrowers in one place, from close to continuous servicing.

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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.
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Ready to Modernize your Private Credit Operations?

Join the institutions that have replaced spreadsheets and scattered tools with a unified platform purpose-built for private credit.
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SOC 2 Type II
End-to-end encrypted
250+ institutions trust PactFi
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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