The main PactFi product is a centralized platform that allows agents, arrangers, and investors to work collaboratively and efficiently throughout the entire deal closing process. From allocations to funds flow to fed ref tracking – PactFi reduces e-mail traffic and seamlessly handles internal and external workflows.
Some of the specific platform capabilities are listed below:
Deal Closing
Import or manually input key deal information
Invite investors, agents, counsel, and sponsors to the working group and to the platform
Create deal facilities
Allocations
Upload or input allocations across investors
Publish allocations and notify the investors in the working group
Suballocations
Populate and submit entity information and suballocations
Receive and confirm allocations
Populate and submit entity information and suballocations
KYC
Easily submit KYC information
Entity KYC information is stored securely on the platform – streamlines KYC uploads for future deal participation
Track progress and review investor KYC submissions
Approve or request changes natively
Funds Flow
Input facility draw amounts
Book all deal fees across the working group
Generate sources and uses to review the flow of funds
Native checks throughout the deal process ensure total dollar amounts balance
Funds Flow
Review booked fees
Specify allocation and settlement preferences
Generate and submit pro-forma wires
Sub-Agents or Arrangers
Track wires via Fed reference numbers