Expert Tools For Private Credit Professionals

PactFi is uniquely positioned to enhance various stages of the deal closing process across external counterparties, ensuring efficiency and effectiveness at every step.

Click below to explore our two main products:

Lead Arranger Module

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

Arrangers
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Import or manually input key deal information
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Invite investors, agents, counsel, and sponsors to the working group and to the platform
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Create deal facilities

Allocations

Arrangers
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Upload or input allocations across investors
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Publish allocations and notify the investors in the working group

Suballocations

Arrangers
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Populate and submit entity information and suballocations
Investors
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Receive and confirm allocations
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Populate and submit entity information and suballocations

KYC

Investors
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Easily submit KYC information
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Entity KYC information is stored securely on the platform – streamlines KYC uploads for future deal participation
Sub-Agents or Arrangers
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Track progress and review investor KYC submissions 
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Approve or request changes natively

Funds Flow

Arrangers
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Input facility draw amounts
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Book all deal fees across the working group
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Generate sources and uses to review the flow of funds
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Native checks throughout the deal process ensure total dollar amounts balance

Funds Flow

Investors
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Review booked fees
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Specify allocation and settlement preferences
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Generate and submit pro-forma wires
Sub-Agents or Arrangers
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Sub-Agents or Arrangers
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Track wires via Fed reference numbers

Operational Module

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.

Some of the specific platform capabilities are listed below:

Suballocations

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Import suballocations from existing tech infrastructure or manually populate suballocations on platform
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Entity level information is securely stored on platform streamlining the suballocations process for future deals
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Entity level information is securely stored on platform streamlining the suballocations process for future deals

Funds Flow

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Make allocation and funding elections to specify wire settlement preferences
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Easily export fund level decisions so that wire preferences can be shared with the off-platform agent

KYC

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Effortlessly upload and store KYC entity information on the platform
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Mitigate sleuthing through internal databases and e-mail inboxes as KYC documents are easily accessible and shareable from a central location

What’s Coming Next!

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Custodian Reporting
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Secondary Transfer Capabilities
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Signature Blocks
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Cashless Roll Optionality
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Native Task Management
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More Robust Dashboard & Analytics