Agentic AI for the deal pipeline

Diligence and monitoring you can trust.

From pre-screen to portfolio monitoring, Credence cites every finding to its source page - so your team verifies in minutes, not days.

See how it worksRequest access
The problem

The deal pipeline runs on manual re-reading.

Pre-screen & diligence

Your analysts lose hours condensing DD packs and retyping findings into IC memos.

Portfolio monitoring

Your portfolio team spends each quarter manually reviewing financials - because every borrower reports differently.

01Screening

Every teaser, screened against your mandate.

Drop in a teaser and Credence checks it against every criterion in your fund's mandate, then returns a clear recommendation with the rationale behind it - so the deals worth your time surface first.

02Diligence synthesis

A 300-page DD pack, read for you - and cited.

Credence condenses the pack into key findings and red flags, with every point cited to its exact source page. Your team verifies in minutes instead of re-reading for days.

Then generate a draft IC memo from the verified findings - at the press of a button.

03Portfolio monitoring

Covenants tracked, however each borrower reports.

Upload portfolio-company financials and Credence normalises them automatically - every format mapped to one shape. See how each company tracks against its key covenants over time, without rebuilding the numbers each quarter.

Traceability

Every claim opens to the page it came from.

Page-level citation is the difference between AI you have to check line-by-line, and AI you can trust.

Example Credence finding - with citation
Synthesised finding
Revenue concentration is a live risk.
Top three customers are 48% of FY23 revenue; the largest contract renews in Q2 FY25.
Commercial DD · p.214Financial DD · p.61
RED FLAGCIM claims 22% growth - DD supports 12%.
Trust & control

Built for how funds actually work.

Your data stays yours.

Nothing you upload trains a shared model, and every output opens to the source page it came from.

Judgement stays with you.

Your team keeps the calls - sourcing, assumptions, IC decisions. Credence does the work around them.

Design partners · first cohort

We're onboarding a small number of funds as design partners.

Shape the product on your own deals and reporting. Request access and we'll take it to a call.

Firm type