You can use PactFi to manage and execute private credit transactions across multiple counterparties. The system lets you handle secondaries workflows, clubbed deals, cashless rolls, and allocations without relying on scattered spreadsheets and email chains. You can automatically reconcile ledger and order management system data, generate loan documents, and collect signatures in bulk. After closing, you can maintain a post-close portal organized by facility to store credit files, track investor document access, and share files securely with fund administrators and custodians.
What PactFi does
Pricing breakdown
Pricing model: Book a demo
Frequently asked
Want a tailored answer?
See whether PactFi fits your stack.
Techbible weighs PactFi against what you already pay for, your team shape, and the work that's actually happening. Free to start.
Side by side
Compare PactFi
Search the catalog or pick a similar tool to compare pricing, features, and fit.
Or pick from similar tools
More in Workflow Automation
All tools →Automaited
Process and validate customer sales orders directly into your ERP system
Cassidy AI
Build custom AI agents and automated workflows connected to internal company documents and apps
Make
Create and automate workflows visually.
Tally
Build custom forms and surveys by typing like a document
Documenso
Create, send, and sign documents electronically
n8n
Automate complex workflows and connect applications using visual logic alongside custom code
Zapier
Connect apps and automate repetitive workflows without writing code
Abstra – AI-Powered Finance Automation Platform
Empower your finance team to automate repetitive tasks, eliminate manual errors, and focus on strategic decision-making.