Product

From a deal's documents to a decision record you can defend: what Generas does today, and what comes next.

How it works

From documents to a decision record you can defend

No migration and no integration project. Upload a deal's documents and Generas reads them.

01
Read
Generas reads a deal's documents and lists its covenants, reporting duties, dates and events of default. Each one shows the document, section and page it came from.
02
Review
Your team checks each finding against its source. They accept it, correct it, reject it or escalate it. Generas keeps every action.
03
Decide and monitor
Each deal shows what changed since your last review, what needs you and the dates coming up. One click builds a report for your team or your investors.
04
Learn (planned)
Your past decisions and their outcomes will inform the next review and the next deal.
Built for the audit trail, not the summary.

Every finding is tied to its source and reviewed by a human before it enters the record. Not a summary. A verifiable record, sourced to the document and confirmed by your team.

The decisions your team records

Escalate Monitor Accept explanation Waiver expected Data issue Closed
Use cases

Built for every team that manages private credit

Covenant monitoring
Track covenants, reporting duties and events of default on every deal. See the headroom at each test and catch a breach before the test date.
What changed
When new documents arrive, see which figures moved since your last review, and where each figure is stated.
Portfolio limits
Set your own concentration limits by sector, sponsor and vintage. Generas flags the deals that push past them.
Decision record
Who decided what, when and why, on every deal. Build a report for your Investment Committee or your LPs in one click. LP reports show roles, not names.
Roadmap

What works today, and what comes next

Today
Covenant monitoring with sources
Review and decision record
Portfolio limits
Reports for your team and investors
Upload your own deals
Planned
Learning from past decisions
Smarter origination
Beyond private credit

Ready to see Generas AI on your portfolio?

We will run a live demo using sample documents, redacted deal files, or synthetic examples. We handle the setup. No commitment.

Request a demo