Expert tools for finance professionals

Private Credit
Managers

The private credit market has doubled over the past 5 years. As managers scale, they need to handle more transactions, counterparties and data. PactFi has created powerful end-to-end transaction management tools that plug straight into downstream systems and service providers—which means never having to email an Excel again. Private credit managers manage their legal entities, counterparties, and gain complete insight into the status of every live transaction. Post close, PactFi provides integrated deal document storage and data feeds for ongoing portfolio management. We eliminate hundreds of hours spent reconciling and manually entering data, and replace them with transparent, auditable workflows and complete data provenance.

The private credit market has doubled over the past 5 years. As managers scale, they need to handle more transactions, counterparties and data.

PactFi has created powerful end-to-end transaction management tools that plug straight into downstream systems and service providers—which means never having to email an Excel again. Private credit managers manage their legal entities, counterparties, and gain complete insight into the status of every live transaction. Post close, PactFi provides integrated deal document storage and data feeds for ongoing portfolio management. We eliminate hundreds of hours spent reconciling and manually entering data, and replace them with transparent, auditable workflows and complete data provenance.

PactFi’s end-to-end, bank-grade secure and compliant platform provides smart tools to manage deals, counterparties, data and communications. Eliminate needless emails or call backs. Track, manage and consolidate workflows across counterparty adoption, funds flow, notice management and secondary assignments in one place.

Trustees & Service Providers

As explosive growth in private assets over the past decade has exponentially increased the market for trustees and asset administration service providers, manual workflows and lack of infrastructure have added massively to their operational burden. PactFi’s end-to-end, bank-grade secure and compliant platform provides smart tools to manage deals, counterparties, data and communications. Eliminate needless emails or call backs. Track, manage and consolidate workflows across counterparty adoption, funds flow, notice management and secondary assignments in one place.

As explosive growth in private assets over the past decade has exponentially increased the market for trustees and asset administration service providers, manual workflows and lack of infrastructure have added massively to their operational burden.

Third Party
Advisors

Deal arrangers can easily add permissions and provide access to their third party advisors, integrating deal diligence and closing seamlessly into the overall workflow. Internal and external parties can communicate and collaborate on multiple workstreams via secure private or group chats.

The average law firm associate spends 24-48 hours compiling signatory lists for each syndicated transaction. PactFi allows access to signatures and counterparties at the click of a button. Two-factor authentication and bank grade encryption provides greater security and compliance than traditional email chains.

The private credit market has doubled over the past 5 years. As managers scale, they need to handle more transactions, counterparties and data.

PactFi has created powerful end-to-end transaction management tools that plug straight into downstream systems and service providers—which means never having to email an Excel again. Private credit managers manage their legal entities, counterparties, and gain complete insight into the status of every live transaction. Post close, PactFi provides integrated deal document storage and data feeds for ongoing portfolio management. We eliminate hundreds of hours spent reconciling and manually entering data, and replace them with transparent, auditable workflows and complete data provenance.

Take advantage of total infrastructure management.

Get In Touch