Intake
Captured at the source.
Term sheets, credit agreements and amendments, pulled in from the inbox, the data room and the tools your team already works in. Structured the moment they land.
Meet you where deals arrive
No new inbox to babysit. CreditBase integrates with data rooms, email, SharePoint, and Teams.
Structured on arrival
Every document parsed, classified and filed the moment it lands.
Diligence, tracked
Diligence lists and outstanding items stay current as materials come in.
Nothing slips
Originating, pipeline and CRM stay in sync without manual re-entry.
Screens
Spreads, covenants, IC memos: the working surfaces.
The deal, captured the moment it arrives.
See it on your deals
Become a 10× Deal Team
Never trained on your data · Bring your own model