Forward

Convert unstructured borrower financial documents into structured private credit deal packages

Pricing model

Demo

Rating

★ People love it

Time to value

Moderate Setup (1-3 hours)

You can use Forward to convert raw borrower documents into organized deal packages for private credit transactions. Upload borrower files including financial spreadsheets, bank statements, and debt schedules to automatically extract key financial metrics like EBITDA, debt ratios, and cash flow. Forward suggests loan structures, tenors, and covenant packages based on applicant data and fund criteria. It also routes formatted proposals directly to lenders most likely to fund them, while monitoring ongoing risk metrics and covenant compliance to keep deals moving through closing.

What Forward does

Parse multi-tab financial spreadsheets and bank statement packagesExtract key balance sheet and income statement metricsGenerate proposed loan structures and pricing packagesMatch borrower requests to qualified private credit fundsVerify financial calculations against underlying source documentsMonitor loan covenants to flag potential default risksParses unstructured financial spreadsheets, bank statements, and debt schedulesExtracts verified revenue, EBITDA, cash balance, and debt service coverage metricsGenerates recommended facility types, pricing, tenors, and covenant termsMatches structured deal opportunities directly with fund mandatesMonitors covenant compliance and repayment risks across active dealsTracks deal progression to prevent execution delays between borrowers and lenders