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Introducing Secondaries Workflows
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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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PactFi Post-Close Portal adding users from each firm to a closed financing with their information type and status

Products:

Time Savings

One-click transition from close to portal

  • Seamless flip into a portal from close with no need to set up a new site.
  • Working group automatically flows into the post-close portal from deal close, no manual entry required.
  • Facilities and deal data carry over automatically, so servicing starts with full context on day one.
Post-close portal user list by firm showing each user's information type and invite status
Close and connect dialog with options to close and connect the portal or close the deal only
Post-close portal credit documents linked to facilities, with publish status and information type
Automation

Facility-linked document management

  • Upload documents, create folders, and facility information.
  • Information organized for credit: files tied to facilities, not floating in a folder
  • Documents organized into structured categories with metadata,including the ability to flag key documents.
Control

Company and file-level permissions with activity tracking

  • Company-based permissions with three levels and file-level access controls.
  • Copy and duplicate permissions make permissioning new lenders or facilities fast and error-free.
  • Full activity history with per-file view and download tracking,exportable to Excel.
Post-close portal activity log listing document actions by user, company and permission level
File access grid setting read, download or no access for each lender by facility
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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