Documentation

Operating notes for invited teams, security reviewers, and implementation partners.

Getting started

Start from invited access, connect portfolio context, and ingest first deal materials through the authenticated workspace.

Underwriting and closing

The underwriting workspace turns CIMs and diligence materials into committee-ready memos. The closing workspace keeps term-sheet and diligence work visible as reviewed outputs.

Portfolio monitoring

Borrower reports are parsed, covenants are evaluated, alerts are raised, and weekly briefings keep portfolio changes visible for review.

Integrations

Microsoft Graph for email and SharePoint, Slack, Outlook and Excel add-ins, and voice transcription. Each connection is reviewed before activation.

API access

Review the invite-only API boundary. Full schemas and examples are shared during authenticated implementation onboarding.

Security + compliance

See the trust center for security controls, sub-processors, data handling, and controls evidence.