In direct lending, speed and precision win deals. Scalata replaces manual due diligence, fragmented data sources, and disconnected tracking with a unified AI platform purpose-built for private credit funds.
Investment teams spend excessive time manually extracting terms from heterogeneous credit agreements, compiling performance data, and building custom models per borrower — slowing deal cycles and obscuring portfolio-wide risk correlations.
Scalata ingests and structures every deal document — loan agreements, financial statements, credit memos — into a single, searchable digital repository. This provides a real-time, comprehensive view of each portfolio company and deal.
Analysts and portfolio managers query key deal elements — covenant summaries, cash flow waterfalls, default risk profiles — via conversational AI and receive precise, actionable answers instantly. Due diligence cycles compress dramatically.
Scalata's AI agents automate covenant compliance monitoring, performance degradation alerts, and periodic portfolio reviews. The platform also drafts investment committee memos and investor updates — enabling scale without headcount growth.
You evolve from a manual, document-intensive process into a streamlined, data-driven direct lending platform. This accelerates deal closings, sharpens risk management, and scales your fund operations — without a commensurate increase in headcount.
Scalata is an AI-driven finance automation platform tailored for financial use cases use compliant Agentic and Data Governance AI. Our solution transforms complex analysis processes, reducing weeks of
work to mere hours.
Headquarters New York USA, 295 Madison Avenue, 10017: Tel +1 201 713 8899
Europe: Milan, Italy, Corso Venezia 8, 20121: Tel +39 02 30066362 and +39 338 8756716
