Your AI Credit Analyst—On Autopilot
Your AI Credit Analyst—On Autopilot
Make confident lending decisions in minutes, not weeks with AI-powered
credit analysis.
The Problem with Traditional Credit Underwriting
Private credit due diligence is slow, manual, and expensive.
Lenders spend hours chasing down documents, cleaning messy data, and writing memos from scratch—time that should be spent closing deals.
Time-Consuming
Lenders spend weeks manually chasing documents and following up with borrowers, resulting in delayed deals and frustrated clients.
Time-Consuming
Lenders spend weeks manually chasing documents and following up with borrowers, resulting in delayed deals and frustrated clients.
Manual & Error-Prone
Data collection is inconsistent, with information scattered across emails, spreadsheets, and PDFs, leading to version control issues and mistakes.
Manual & Error-Prone
Data collection is inconsistent, with information scattered across emails, spreadsheets, and PDFs, leading to version control issues and mistakes.
Expensive Process
Hiring and retaining credit analysts is costly, yet they spend 80% of their time on low-value tasks instead of strategic decision making.
Expensive Process
Hiring and retaining credit analysts is costly, yet they spend 80% of their time on low-value tasks instead of strategic decision making.
See the AI Credit Analyst in Action
See the AI Credit Analyst in Action
Watch how our AI agent eliminates manual credit underwriting and transforms your workflow.
98%
Time Saved
98%
Time Saved
↓ 85%
Reduction in Underwriting Costs
↓ 85%
Reduction in Underwriting Costs
3x
More Loans Processed
3x
More Loans Processed
< 1%
Default Rate
< 1%
Default Rate
99%+ Accuracy
|
All data A/B tested
Transform How You Underwrite
Transform How You Underwrite
Our AI agent delivers comprehensive end-to-end automation for private credit lenders.
Autonomous AI Voice Agent
Calls borrowers on your behalf, collects financials, bank data, and documents, eliminating manual back-and-forth.
Autonomous AI Voice Agent
Calls borrowers on your behalf, collects financials, bank data, and documents, eliminating manual back-and-forth.
Unified Intake Platform
All borrower information is routed into one clean, standardized data room. Zero spreadsheets. No more version control.
Unified Intake Platform
All borrower information is routed into one clean, standardized data room. Zero spreadsheets. No more version control.
Instant Financial Intelligence
Analyzes full data in seconds, extracts key metrics, and generates a complete credit memo with insights.
Instant Financial Intelligence
Analyzes full data in seconds, extracts key metrics, and generates a complete credit memo with insights.
Real-Time AI Chat
Ask any due diligence question and get immediate answers with sources from the data room.
Real-Time AI Chat
Ask any due diligence question and get immediate answers with sources from the data room.
Continuous Risk Monitoring
Connects to borrower accounts, flags anomalies in real-time, and updates risk scores automatically.
Continuous Risk Monitoring
Connects to borrower accounts, flags anomalies in real-time, and updates risk scores automatically.
Borrower Matching Engine
Upload your credit box or lending criteria and our AI finds the perfect borrowers that match.
Borrower Matching Engine
Upload your credit box or lending criteria and our AI finds the perfect borrowers that match.
How It Works
Four simple steps to transform your credit underwriting process
01
Setup Your Account
Create your account and define your lending criteria, credit box, and preferences.
Simple 5-minute setup
Simple 5-minute setup
Configure automated workflows
Configure automated workflows
Define your credit parameters
Define your credit parameters
02
AI Handles Your Intake
Our AI agent calls borrowers, collects all necessary financial information, and organizes it.
Automated outreach and follow-up
Automated outreach and follow-up
Document collection and validation
Document collection and validation
Data standardization and cleaning
Data standardization and cleaning
03
Analyze Credit Risk
Review the AI-generated credit memo, risk analysis, and make informed lending decisions.
Comprehensive financial analysis
Comprehensive financial analysis
Comprehensive financial analysis
Industry benchmarking
Industry benchmarking
Industry benchmarking
Risk scoring and recommendations
Risk scoring and recommendations
Risk scoring and recommendations
04
Ongoing Monitoring
Track borrower performance with real-time updates and automated risk alerts.
Continuous financial monitoring
Continuous financial monitoring
Continuous financial monitoring
Anomaly detection
Anomaly detection
Anomaly detection
Automated reporting
Automated reporting
Automated reporting
AI-Powered Financial Expertise
Our intelligent tooltips help you understand complex credit terminology instantly
AI-Powered
Overview
Key Metrics
Credit Analysis
Simplifying Private Credit Terminology
Hover over any highlighted term to see a clear explanation
Our AI platform simplifies complex credit terminology, ensuring every stakeholder understands critical financial concepts. Terms like
EBITDA
Due Diligence
, and
Covenants
are instantly explained with expert-level definitions.
Our platform calculates key metrics such as
CAGR
Burn Rate
LTV
, and
automatically, providing instant context on what these
mean for your investment decisions.
Try More Examples
Overview
Key Metrics
Credit Analysis
Simplifying Private Credit Terminology
Hover over any highlighted term to see a clear explanation
Our AI platform simplifies complex credit terminology, ensuring every stakeholder understands critical financial concepts. Terms like
EBITDA
Due Diligence
, and
Covenants
are instantly explained with expert-level definitions.
Our platform calculates key metrics such as
CAGR
Burn Rate
LTV
, and
automatically, providing instant context on what these
mean for your investment decisions.
Try More Examples
Overview
Key Metrics
Credit Analysis
Simplifying Private Credit Terminology
Hover over any highlighted term to see a clear explanation
Our AI platform simplifies complex credit terminology, ensuring every stakeholder understands critical financial concepts. Terms like
Our AI platform simplifies complex credit terminology, ensuring every stakeholder understands critical financial concepts. Terms like EBITDA, Due Diligence, and Covenants are instantly explained with expert-level definitions.
Our platform calculates key metrics such as CAGR, Burn Rate, and LTV automatically, providing instant context on what these values mean for your investment decisions.
Try More Examples
What Our Clients Say
What Our Clients Say
Hear from credit professionals who've transformed their underwriting process
Hear from credit professionals who've transformed their underwriting process
"The AI credit analyst has completely transformed our underwriting workflow. What used to take weeks now takes hours, and the analysis is more thorough than what our human team could produce."
Sarah Johnson
Credit Director
"The AI credit analyst has completely transformed our underwriting workflow. What used to take weeks now takes hours, and the analysis is more thorough than what our human team could produce."
Sarah Johnson
Credit Director
"The AI credit analyst has completely transformed our underwriting workflow. What used to take weeks now takes hours, and the analysis is more thorough than what our human team could produce."
Sarah Johnson
Credit Director
"The automated borrower outreach alone has saved us countless hours of back-and-forth emails. The fact that it organizes everything into a standardized format makes our job so much easier."
Michael Chen
Managing Director
"The automated borrower outreach alone has saved us countless hours of back-and-forth emails. The fact that it organizes everything into a standardized format makes our job so much easier."
Michael Chen
Managing Director
"The automated borrower outreach alone has saved us countless hours of back-and-forth emails. The fact that it organizes everything into a standardized format makes our job so much easier."
Michael Chen
Managing Director
"We've been able to scale our lending operations by 300% without adding headcount, all while improving our risk assessment. The AI catches subtleties in financial statements that humans often miss."
David Rodriguez
Head of Credit
"We've been able to scale our lending operations by 300% without adding headcount, all while improving our risk assessment. The AI catches subtleties in financial statements that humans often miss."
David Rodriguez
Head of Credit
"We've been able to scale our lending operations by 300% without adding headcount, all while improving our risk assessment. The AI catches subtleties in financial statements that humans often miss."
David Rodriguez
Head of Credit
Optimized for Insight Funders' $20B Private Credit Marketplace
Join the Waitlist
Join the Waitlist
Be the first to access our AI Credit Analyst and transform your underwriting workflow.
Dsclaimer
Insight Funders INC is not a registered investment adviser or registered broker-dealer and does not provide investment recommendations or advice of any kind. Any materials provided are solely for informational purposes and should not be construed as an offer to sell or the solicitation of an offer to buy any securities, or participate in any investment, nor as intended to provide, and should not be relied on for, investment, tax, financial, accounting, legal, regulatory or compliance advice. The opinions and analysis contained in any materials provided may be based on published and non-published sources prepared by unrelated third parties. While such sources are believed to be reliable and written in good faith, they have not been independently verified and no representation or warranty, expressed or implied, is made as to the accuracy, completeness, or timeliness of such information. Except where otherwise indicated, any materials provided are based on information in existence as of the date of preparation, and not as of any future date, and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Prior to making an investment decision, you should (i) conduct your own investigation and analysis, (ii) carefully consider an investment’s risk factors, investment objectives and strategy, fees and expenses, and any tax consequences that may result from investing, and (iii) consult with your own investment, tax, financial, accounting, and legal advisors. The value of an investment may go down as well as up, and you may lose some or all of the money that you invest. You should ensure that you have the financial capacity to hold any investments that you make for an indefinite period of time, regardless of any resale restrictions, and only invest an amount that you can afford to lose. Neither the U.S. Securities and Exchange Commission nor any state securities commission or federal or state regulatory authority has recommended or approved any investment or reviewed or approved the accuracy or completeness of any of the information or materials provided through the Insight Funders portal. Past performance is no guarantee of future results. Investing in private credit involves a high degree of risk, including the potential for a complete loss of an investment.
© 2024 Insight Funders Inc. All rights reserved.
Dsclaimer
Insight Funders INC is not a registered investment adviser or registered broker-dealer and does not provide investment recommendations or advice of any kind. Any materials provided are solely for informational purposes and should not be construed as an offer to sell or the solicitation of an offer to buy any securities, or participate in any investment, nor as intended to provide, and should not be relied on for, investment, tax, financial, accounting, legal, regulatory or compliance advice. The opinions and analysis contained in any materials provided may be based on published and non-published sources prepared by unrelated third parties. While such sources are believed to be reliable and written in good faith, they have not been independently verified and no representation or warranty, expressed or implied, is made as to the accuracy, completeness, or timeliness of such information. Except where otherwise indicated, any materials provided are based on information in existence as of the date of preparation, and not as of any future date, and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Prior to making an investment decision, you should (i) conduct your own investigation and analysis, (ii) carefully consider an investment’s risk factors, investment objectives and strategy, fees and expenses, and any tax consequences that may result from investing, and (iii) consult with your own investment, tax, financial, accounting, and legal advisors. The value of an investment may go down as well as up, and you may lose some or all of the money that you invest. You should ensure that you have the financial capacity to hold any investments that you make for an indefinite period of time, regardless of any resale restrictions, and only invest an amount that you can afford to lose. Neither the U.S. Securities and Exchange Commission nor any state securities commission or federal or state regulatory authority has recommended or approved any investment or reviewed or approved the accuracy or completeness of any of the information or materials provided through the Insight Funders portal. Past performance is no guarantee of future results. Investing in private credit involves a high degree of risk, including the potential for a complete loss of an investment.
© 2024 Insight Funders Inc. All rights reserved.
Dsclaimer
Insight Funders INC is not a registered investment adviser or registered broker-dealer and does not provide investment recommendations or advice of any kind. Any materials provided are solely for informational purposes and should not be construed as an offer to sell or the solicitation of an offer to buy any securities, or participate in any investment, nor as intended to provide, and should not be relied on for, investment, tax, financial, accounting, legal, regulatory or compliance advice. The opinions and analysis contained in any materials provided may be based on published and non-published sources prepared by unrelated third parties. While such sources are believed to be reliable and written in good faith, they have not been independently verified and no representation or warranty, expressed or implied, is made as to the accuracy, completeness, or timeliness of such information. Except where otherwise indicated, any materials provided are based on information in existence as of the date of preparation, and not as of any future date, and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Prior to making an investment decision, you should (i) conduct your own investigation and analysis, (ii) carefully consider an investment’s risk factors, investment objectives and strategy, fees and expenses, and any tax consequences that may result from investing, and (iii) consult with your own investment, tax, financial, accounting, and legal advisors. The value of an investment may go down as well as up, and you may lose some or all of the money that you invest. You should ensure that you have the financial capacity to hold any investments that you make for an indefinite period of time, regardless of any resale restrictions, and only invest an amount that you can afford to lose. Neither the U.S. Securities and Exchange Commission nor any state securities commission or federal or state regulatory authority has recommended or approved any investment or reviewed or approved the accuracy or completeness of any of the information or materials provided through the Insight Funders portal. Past performance is no guarantee of future results. Investing in private credit involves a high degree of risk, including the potential for a complete loss of an investment.
© 2024 Insight Funders Inc. All rights reserved.