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.
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Click below to explore our four main products:

01 - Platform
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02 - Lead Arranger Module
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03 - Cashless Roll Workflows
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Platform

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 suballocati.ons 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.

Signature Blocks

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Company-level source of truth with signature packets linked to your firm’s entity database.
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Always current, as changes to entity or signatory data sync in real-time, so every packet is alwaysbuilt from the most current information.

Task Management

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Structure workflows, owners, and statuses in a single view, replacing manual messages and communication that slow deals.
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Unlike siloed tools, tasks surface directly within PactFi's workflows, keeping company users aligned in the same platform.
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The dashboard aggregates each user's outstanding tasks across all active deals, giving teams the visibility to move faster and close with confidence.

External and Internal Reporting
(Releasing Soon)

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PactFi deal-close data automatically flows to report, which replaces error-prone, manual notification to external and internal counterparties such as internal teams, custodians, trustees, and banks, reducing coordination overhead.
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Customize and save standardized report templates across multiple custodians.
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Entity-level precision, as each legal entity receives the appropriate notification and documents

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.
Project First Tee Allocations table listing investors and their term loan and revolving credit facility amounts, alongside notification panel showing recent suballocation updates.
Table showing suballocations for Augusta Assets Entities with term loan and revolving credit facility amounts, and a confirmation box stating Suballocations Complete with zero left to allocate for both term loan and RCF.

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.

Cashless Roll Workflows

The cashless roll workflow within PactFi incorporates all the benefits of the main Lead Arranger Module (LAM) but also provides you with enhanced functionality to handle amended & restated deals involving existing facilities. PactFi enables investors to complete their updated suballocations on the platform and natively track all the relevant information – from investor rolling, exiting, payout amounts to facility replacement dollars.
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Some of the specific platform capabilities are listed below:

Allocation table for Project K9 showing investors Dachshund Capital, Labrador Investments, Golden Retriever Funding, and Beagle Capital Corp. with columns for Current Allocation, Current Funded, Updated Allocation, Upsize, Replacement, Pro Forma, and Allocation; includes buttons to upload allocations via Excel and publish allocations to lenders; a notification box states $400,000,000 replacement dollars generated by Dachshund Capital with a prompt to allocate it.

Allocations

The allocations workflow consists of 3 steps…
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Upload entity-level existing positions and funded amounts forall existing facilities.
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Review the entity-level existing positions and upload investor-level allocations to any upsize amounts and new facilities. Publish to initiate the suballocations workflow for investors.
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Learn the amount investors are exiting as they complete their suballocations. Publish out the needed replacement allocations to any investors in the working group.

Suballocations

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Review uploaded entity-level information and match to store identities on the platform or quick-create new entities.
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Populate updated suballocations and PactFi will dynamically calculate the exiting amounts, rolling amounts, reallocated amounts, and pro forma amounts all at the entity-level.
Suballocations table for Dachshund Capital Entities showing funds Daisy, Bella, Leo, and Millie, with columns for current allocation, current funded, updated allocation, rolling amount, exiting amount, reallocated amount, pro forma, and final allocation, all under Delayed Draw Term Loan with options for Existing and New Facility.
Funds Flow Arranger dashboard showing Project K9 draw information with sources totaling $2 billion, uses including fees and payouts totaling $420 million, and residual amount $1.58 billion. Detailed tables show facility amounts, draw percentages, and deal fees with amounts and recipients.

Funds Flow

Arrangers
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Review previously drawn amounts and input draw at close amounts.
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Book fees off investor rolling amounts, exiting amounts, replacement amounts, etc.
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Generate sources and uses that reflect investor exiting positions (payouts).
Investors
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Receive relevant payouts for exiting positions.

What’s Coming Next!

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Custodian Reporting
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Secondary Transfers
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Post-Close Portal
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More Robust Dashboard & Analytics
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