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
