NewAgentic workflows v2 ships Q3 2026
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Deal Record

One source of truth.

Every position, term and turn reconciled into one live record. No more reconstructing where things stand from inboxes and shared drives.

Always reconciled

The live state of every facility, reconciled to the latest amendment and turn.

Every turn, kept

Term sheets, amendments and side letters captured with full version history.

Grounded in the docs

Every figure traces back to the credit agreement and section it came from.

One place, one team

The whole deal team works from the same record, not five copies in five inboxes.

One record. No more chasing versions.

See it on your deals

Become a 10× Deal Team

Never trained on your data · Bring your own model