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Connect intake, underwriting, IC memo generation, and covenant monitoring in one AI platform, configured to your credit policy and deal structures.
A CRM for pipeline. Excel for spreading. Word for memos. A calendar for covenants. Every handoff is a gap: deals stall, data gets re-entered, your credit team becomes the integration layer.
Specialty finance companies, private credit funds, marketplace lenders, and alternative lenders. Purpose-built agents for the full credit lifecycle, configured to your deal types, your credit policy, and your capital partner requirements.
Structured borrower intake that collects, classifies, and organizes documents before they reach your underwriter - so every file arrives complete, not as a pile of attachments to sort through.
Handles multi-entity financial structures, global cash flow consolidation, guarantor analysis, and policy-mapped risk narratives - all in the format your IC already uses, without a separate spreading tool.
Produces a source-cited, capital-partner-defensible IC memo from the underwriting output. in your template, with every figure traceable to its source document in the time it used to take to open the Word file
Runs continuously across your active book — covenant tests, financial reporting deadlines, borrowing base triggers, and risk flags — connected to the same borrower record built at origination. No re-entry, no reconciliation.
Measurable impact across deal origination, underwriting, and active portfolio management.
Uptiq connects to your CRM, your data providers, your document tools, and your portfolio management system, pushing structured credit output directly into whatever you use to run the deal pipeline.
Start with one agent in the workflow that costs your team the most time. Prove the output quality. Expand at your own pace - no renegotiation, no LOS requirement, no rip-and-replace.
