Modernizing the Operations of Middle Market Lending
From 15 deals a month to 1,000+ per day.
AI agent extracts data from PDFs and populates CRM automatically, replacing manual underwriter data entry with 99%+ extraction accuracy.
Portfolio intelligence that unlocks capital.
Cut reporting time from 4.5+ hours to under 1 minute. AI scans thousands of deals in seconds, compressing decision lag from 3–5 days to same-day.
Classifying 40,000 legal documents with AI.
Automated classification with 99.2% accuracy and entity-level search. Search time dropped from 4–6 hours to under 30 seconds.
Automated deal sourcing for CRE.
40–50 qualified deals delivered to underwriting each morning, up from 8–12 with manual sourcing. 2+ hours saved per analyst daily.
Four systems. One source of truth.
Purchase order cycle reduced from 28.5 days to 12.4 days. Instant validation and real-time sync across 4 systems replaced manual data entry.
From days of review to minutes of clarity.
Cut stacking detection from 1–2 days to 10 minutes across 1,200 weekly applications. Avoided $1M+ in estimated exposure.