Use Case Proposal for Private Credit Issuer – Streamlining Private Credit Deal Issuance with Scalata
In the competitive private credit landscape, speed and certainty of execution are paramount. Yet, your fund’s core processes are often manual and slow. Your investment team spends an inordinate amount of time in data rooms, manually extracting terms from dense credit agreements, and tracking portfolio company performance in disconnected spreadsheets. This operational friction is a direct constraint on your ability to deploy capital and scale AUM.
Step 1: Confronting the Operational Drag.
- This manual workload is the primary bottleneck in your investment lifecycle. The time it takes to conduct thorough due diligence on a new deal and the ongoing effort to monitor covenants manually means your professionals are spending more time on administration than on sourcing, structuring, and managing relationships.
Step 2: Building the Foundation with an AI Data Core.
- Your transformation starts by turning your documents into data. Scalata solves this foundational problem by ingesting all your deal documentation. Our AI reads and understands every page of your credit agreements and financial statements, extracting all critical terms, covenants, and financial data into a structured, intelligent database.
Step 3: Activating Intelligence through Conversational AI.
- With this structured intelligence, your deal team can move faster and with more confidence. Scalata makes this new data core interactive. During due diligence, an analyst can ask, “Summarize the key collateral and negative covenants for this deal,” and get an instant summary, dramatically accelerating the review process.
Step 4: Reaching Full Automation with Proactive AI Agents.
- The final step is to automate the entire portfolio management lifecycle. Scalata brings your operation to its future-state. Our AI agents continuously monitor covenant compliance across every portfolio company, providing predictive alerts for potential issues. The platform can also generate portfolio review materials and draft investor updates automatically.
The Strategic Outcome with Scalata: You migrate from a manual, document-centric operation to an efficient, data-driven investment platform. This allows you to close deals faster, manage portfolio risk with greater precision, and scale your AUM without a proportional increase in your back-office headcount.
