Use cases

Real work, running today.

Every card is something a team asked for in one line, and what came back. Pick your industry.

Venture Debt & Private Credit

Every loan, covenant, certificate and payment in one place, checked the day the number arrives, not the week after.

Typical stack
Automation
Remind every borrower before the due date, and escalate the day it slips.
11 reminders sent this week, 2 escalated to the deal lead, 1 to the partner. Stops the moment payment clears.
Collections LadderLive
Reminded11 borrowers
Escalated to lead2
Partner involved1
Cleared8
Automation
Chase the monthly compliance certificate from each borrower until it lands.
Chased 4 overdue. 2 landed, filed and parsed. Acme is now 4 days late, flagged to the deal lead.
Certificates · this monthLive
✓Received & parsed
✓Chased once
✓Chased twice
·Acme: 4 days late
Report
Match every payment received against the schedule and flag what does not line up.
Matched 214 payments. 6 with a variance over ₹500. Emailed the finance lead the breakdown.
Interest ReconLive
Matched214
Variance > ₹5006
Unresolved2
RunEvery Monday
Automation
Collect each drawdown document, file it, and chase whatever is still missing.
9 of 12 documents in and filed to the right folder. Chased the 3 outstanding with the borrower’s counsel.
Drawdown · AcmeLive
✓DTD executed
✓Hypothecation deed
✓Board resolution
·NDU: pending
Automation
Sort borrower mail into what needs action, what needs approval, and what is an FYI.
62 mails triaged this week. 8 need you, 4 need partner approval, the rest filed with a summary.
Borrower InboxLive
Needs action8
Needs approval4
FYI: filed50
Time saved~4 hrs
Report
Just open the book: drawdowns, balances, maturities, warrants.
Always current, rebuilt whenever anything changes. No analyst maintains this any more.
Loan BookLive
Outstanding₹412 Cr
Active loans38
Maturing < 90d5
Warrants live14
Live widget
Check every reported number against the loan terms and raise a breach the day it happens.
2 breaches open. Everyone who needs to act knows what it means for their part.
Covenant MonitorLive
Acme · DSCR breachNova · runway < 6mOthers · 36 compliant
Live widget
Track reported cash against burn and flag a borrower before it becomes a problem.
3 companies under 6 months. Two were flagged before they told us.
Runway WatchLive
Under 6 months3
6–12 months7
Above 1228
Self-reported1 of 3
Report
Chase every borrower for the latest numbers so the pack is ready before the meeting.
Pack composed for 38 loans. 34 borrowers reported on time, 4 chased and now in.
Portfolio Review PrepLive
Loans covered38
Numbers in38 of 38
Flags raised5
Ready2 days early
Live widget
One covenant tripped. Who needs to know what?
Deal lead, credit, and the partner each got the version that matters to them. Nobody got a forward.
Breach Impact · AcmeLive
Deal lead · remediation planCredit · re-rate modelPartner · board seat note
Answer
Is a 15% coupon with a 2% exit fee within our terms for a Series B borrower?
Read your credit policy. Within terms on coupon, but exit fee needs IC approval above 1.5%.
From your credit policyLive
✓Coupon within band
✓Tenor within band
·Exit fee > 1.5%: IC approval
Answer
I just joined as an analyst. How do we structure deals here?
Walked through your last 8 term sheets and the policy behind them. Seniors stopped repeating themselves.
Analyst OnboardingLive
Term sheets read8
Policy clauses cited12
Questions answered31
Senior time saved~6 hrs

Don’t see yours? It probably still works: these are patterns, not products.