One Platform to Manage Your Complex Credit Documentation
Identify Risks. Execute Efficiently.
For Deal Makers
Single Source of Truth for Your Documentation
Bring every turn of your complex credit documentation, term sheets, and amendments into one secure workspace. Instantly surface key terms, link related documents, and maintain continuity across the deal lifecycle.
Centralize all deal documentation in one governed environment.
Real-time document ingestion, version-control, and secure storage.
Automatically track and manage different versions of each document.
For Risk Managers
Tools to Make Smarter, Faster Decisions
Identify risks, compare terms, and benchmark key provisions across your institution’s deals — all in one platform.
Facilitate smarter decision-making with smart comparisons.
Surface the best-fit precedent agreement to streamline new deal documentation.
Focus on what matters most — identify and quantify material credit terms in seconds.
For Operations
Total Visibility into Deal Flow
Gain a complete view of every transaction, document, and counterparty. CreditBase turns your documentation into an actionable workflow.
Answer critical, time sensitive questions across your entire document library.
Reduce hours spent on manual document review, freeing up time for strategic decision-making and deal-making.
Find data across your entire portfolio. As your repository of documents grows, so do your insights.
Elevate your workflow by seamlessly integrating our documentation platforms into downstream systems using our versatile APIs.
