Q1…25Q2…25Q3…25Q4…25Q1…26Q2…26Q3…265.0x4.5x4.0x3.5x3.0x2.5xTotal LeverageFCCR (min 1.10x)

AI-powered leverage for private credit teams.

Whether your team is just starting to use AI or ready to rearchitect entire workflows, we build custom automation systems for private credit funds — from quick wins to full operational transformation.

8+
Hours freed up. Per associate. Per week.
1 day
Screen a deal, build the model, draft the memo. In one day.
3x ROI
Our internal hurdle rate. If your return doesn't clear it, neither does our invoice.

Most private credit teams we talk to are using AI in some form. But the results are inconsistent, the workflows are fragile, and the gap between what AI can do and what your team is actually capturing grows wider every quarter.

The funds that learn to systematically leverage AI will move faster, underwrite sharper, and operate leaner. The ones that don't will fall behind. We make sure you're in the first group.

The Journey

Augment your analysts. Automate your workflows. Architect your edge.

01AUGMENT

Start using AI today

Comp analysis & research
Quick-turn credit briefs
Excel model support
Case building & drafts
Entry Point
02AUTOMATE

Systems that run for you

Portfolio Monitoring
CIM Analysis & Screening
IC Memo & Model Gen
BD & Sponsor Coverage
LP Reporting
Core Platform
03ARCHITECT

Reimagine your operation

AI strategy & roadmap
Custom platform builds
Workflow rearchitecture
Ongoing advisory
Strategic Partnership

Most firms start with Augment. The best firms graduate to Architect. We guide the entire journey.

Augment

Start seeing ROI in your first week.

AI-enhanced analysis for your team's everyday work. No integrations, no pipelines, no disruption. Just faster, better output from day one.

Comp Analysis & Market Research

Drop a company name. Get back a formatted comp set with relevant precedent transactions, market sizing, and sector benchmarks — pulled from the same sources your analysts use, in a fraction of the time.

Quick-Turn Research Briefs

New name hits the inbox. Get a structured credit overview — business description, key risks, capital structure context, sponsor background — before the first call.

Excel Model Support

Model buildouts, sensitivity tables, scenario analysis, formula auditing. AI works alongside your analysts to accelerate the mechanical modeling work while they focus on assumptions.

Case Building & Presentation Drafts

First-pass IC discussion materials, investment highlights, risk factor summaries. Starting from a CIM or teaser, not from a blank page.

Training included. We run hands-on sessions for your team — from AI fundamentals to firm-specific workflow adoption — so Augment capabilities grow internally. Tool-agnostic: Claude, ChatGPT, Gemini, and custom code — whatever produces the best result.

Automate

Autonomous systems. Human oversight.

Purpose-built AI agents that handle your quarterly cycle end-to-end. You review the output — the mechanical work is done.

01

Portfolio Monitoring

Start here

Drop a borrower package. Get back an updated credit model, variance memo, quarterly slide, and management questions — ready for review.

02

CIM Analysis & Deal Screening

Automated credit box matching, risk scoring, and comp benchmarking. Screen deals before your competitors have read through the CIM.

03

IC Memo & Model Generation

Full credit analysis, operating model build-out, comps, and draft IC memo — calibrated to your firm's credit box and format.

04

Business Development & Sponsor Coverage

Automated deal sourcing research, sponsor relationship tracking, and outreach workflows. Know which sponsors are active, which deals fit your box, and get in front of the right people faster.

05

LP Reporting & Q&A

Quarterly LP letters, performance attribution, and a structured Q&A database so common LP questions have pre-drafted, consistent answers.

Your environment, your formats

We build inside your SharePoint, Excel models, PowerPoint templates. Nothing changes for your team except the speed.

Compounding intelligence

Each borrower has persistent memory that grows every quarter. After 4–6 quarters, the system knows your portfolio better than a new analyst.

Automate in Action

Agents that understand credit.

Here's what happens when a borrower package arrives. Every agent run produces a structured audit trail. Your team reviews outputs, not processes.

APEX ENVIRONMENTAL — QUICK SUMMARY
Total Leverage4.1x≤ 5.0x
FCCR1.28x≥ 1.10x
EBITDA Margin31.2%−340bps QoQ
Liquidity$4.2M≥ $2.0M
ACCRETIVE-AGENT / PORTFOLIO-MONITORINGApr 24, 2026
Architect

Redesign your operation around what AI makes possible.

When you've seen what automation can do for your quarterly cycle, the next question is: what would we build if we were starting from scratch?

Credit expertise built in

Decades of underwriting encoded in every workflow. Our agents don't just process documents — they understand what the numbers mean.

Discuss an Architect engagement
01

AI Strategy & Roadmap

We map your entire operation — every workflow, every handoff, every recurring deliverable — and design a phased AI adoption plan calibrated to your team's capacity and compliance requirements.

02

Custom Platform Builds

Beyond individual automations. Integrated systems connecting deal pipeline, portfolio monitoring, reporting, and LP communications. Includes custom dashboards, cross-workflow data flows, and unified borrower intelligence.

03

Workflow Rearchitecture

How would you design your IC process, your quarterly review cycle, your BD workflow if you knew AI could handle 80% of the mechanical work? We help you answer that question — and build the answer.

04

Ongoing Advisory Partnership

Quarterly AI capability reviews, model evaluation, emerging tool assessment, and continuous optimization of your automation stack. A dedicated partner who understands both the credit and the technology.

Who Are We

Built by private credit professionals, for credit professionals.

Accretive AI was created by private credit professionals, for private credit professionals.

Our team brings decades of experience deploying billions across leveraged finance, direct lending, asset-based finance, and opportunistic credit. Our experience covers the full lifecycle from business development and sponsor coverage through underwriting, portfolio management, and restructuring. We don't just understand your workflows — we've lived them.

That firsthand expertise is embedded in every automation we build, from IC memos that reflect genuine credit judgment, to portfolio monitoring reports that distinguish routine variance from early warning signals.

Leveraged FinanceDirect LendingAsset-Based FinanceOpportunistic CreditPortfolio ManagementSponsor CoverageBusiness Development
Security & Compliance

The first question every fund asks.

We understand. You manage confidential borrower data, non-public deal information, and LP capital. Here's exactly how we handle it.

Your data never trains a model

All major AI providers — Anthropic, OpenAI, Google — explicitly prohibit using API inputs for model training under their enterprise terms. Your borrower financials, deal documents, and covenant data are processed and discarded. Zero retention by the model provider.

We work inside your environment

We build inside your SharePoint, your network drives, your existing Excel and PowerPoint templates. Documents stay in your infrastructure — they don't move to a third-party SaaS platform. No new login, no new vendor relationship for your compliance team to approve.

Full audit trail on every output

Every agent run produces a structured log: what data was ingested, what calculations were performed, what assumptions were made, and what the output was.

Private endpoints available

For funds that require data to stay within a defined perimeter — Azure private endpoints, AWS VPC, or fully air-gapped deployments are all architecturally feasible. We scope the right solution to your compliance requirements before we start.

Human judgment never leaves the room

AI outputs are inputs to your process — not the process itself. Investment decisions, credit judgments, and LP communications are reviewed and signed off by your professionals. Regulatory accountability stays exactly where it belongs.

NDA before we see anything

We operate under mutual NDA before any borrower data, deal documents, or portfolio information changes hands.

Have a specific compliance requirement? Most concerns have a concrete architectural answer. Share your constraints and we'll tell you exactly what's feasible — before any commitment.

Discuss your requirements
Leveraging All Leading AI Models & Tools
ClaudeOpenAIGeminiCopilotGrokNotebookLMPerplexityPitchBookMoody'sFactSetS&P GlobalCapital IQ
Get in Touch

Let's talk about your workflow.

Every engagement starts with a conversation about your workflow — your models, your templates, your quarterly cycle. We'll map your current workflows, identify where automation delivers the most impact.

kd@goaccretive.ai