Closing and coordinating private credit deals.
Agented and clubbed transactions, sole-lender deals, amendments and
investor-only workflows, all in one permissioned close space.
Third-party coordination, permissioned end to end
- Arrangers, investors, agents, counsel and sponsors work in one deal, not across inboxes
- Every party sees and edits only what their role allows
- KYC submitted, reviewed and approved on platform, with documents stored securely for future deals
- Full audit log of every action, exportable at any time
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Allocations and suballocations in one live workflow
- Upload or input allocations and publish to every investor at once
- Investors submit their own suballocations and entity details, nospreadsheets passed back and forth
- Lenders set their own fee and settlement preferences
- Built-in checks block submission until every dollar is allocated
Amendments
Cashless rolls
- Lenders choose to roll, exit or reallocate existing positions
- Previously approved KYC carries into the amendment automatically
- Fees book precisely across exiting, rolling and new money amounts
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Automated funds flow, fees and sources and uses
- Fee calculations across multiple calculation bases, updatingautomatically as amounts change
- Sources and uses generated automatically for review
- Native checks ensure every dollar balances before close
- Wire notices generated on platform
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.
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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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.
Learn more
Closing and coordinating private credit deals.
Agented and clubbed transactions, sole-lender deals, amendments and investor-only workflows, all in one permissioned close space.
Learn more
The system of record for post-close deal activity.
Agents, lenders, and borrowers in one place, from close to continuous servicing.
Learn more
Built for Institutional-Grade Trust
SOC 2 Type II
ISO Certification
End-to-End Encryption
