Integrations

Upload IC memos, credit agreements, financial models, and other deal documents directly.

Automatically sync risk scores and assessments from the Risk Assessment Agent.

Pull covenant extractions and compliance status from the Covenant Monitor Agent.

Sync borrower communications, sentiment analysis, and monitoring notes.

Connect your CRM to sync deal pipeline, contact information, and relationship data.

Import deal flow data, pipeline stages, and deal metrics from DealCloud.

Monitor data rooms for new documents and automatically ingest deal materials.

Connect to Datasite virtual data rooms for automated document synchronization.

Pull portfolio data, NAV calculations, and fund performance from Allvue.

Integrate with eFront for comprehensive fund administration data.

Get news alerts, industry benchmarks, and regulatory updates affecting your portfolio.