From documents to decisions.
Generas AI turns unstructured private credit deal documents — credit agreements, covenant schedules, financial models, board memos — into accurate, structured covenant and portfolio intelligence. Built for institutional investors managing private credit.
From a folder of unstructured deal documents to a structured risk dashboard in minutes. Every covenant extracted, sourced, and verified. Every position with a clear decision.
Live dashboard running on 45 synthetic private credit positions. Request a demo with your own documents →
Private debt portfolio managers spend hours every quarter manually reading credit agreements, re-entering covenant thresholds into spreadsheets, and building reports by hand. One missed covenant breach can cost millions. Generas AI dramatically reduces manual document review and covenant tracking.
Generas AI connects to wherever your fund stores documents — your local drive — with OneDrive and SharePoint support coming soon. No migration. No integration project. No migration required.
Every covenant threshold Generas AI extracts is tied to its exact source section and page reference — reviewed by a human before it enters the dashboard. Not a summary. A structured record your team can act on, audit, and defend to your LPs.
Decision outputs
We are working with a small group of design partners to configure Generas AI for their specific document structure and monitoring workflow. If you manage a private credit portfolio and want to be part of the first cohort, we want to hear from you.
Generas AI is offered as a tailored pilot engagement. We work directly with your team to configure the product for your document structure and monitoring workflow.
Or email us directly at [email protected]
Generas AI is built by practitioners with decades of experience across private credit, quantitative risk modeling, enterprise data infrastructure, and applied AI.
The team has built and scaled analytical platforms used by financial institutions worldwide — including risk models covering private companies, public corporations, and sovereign entities, and liquidity and market risk platforms at a leading global financial institution.
Our technical infrastructure is being designed with leadership from a senior AWS executive, ensuring the platform is built to institutional security and scalability standards from day one.
Harvard Business School executive training in leadership, private equity and venture capital, and agentic AI informs how we think about product, market, and scale.
More about the team will be shared as the company evolves.
We will run a live demo using sample documents, redacted deal files, or synthetic examples. We handle the setup. No commitment.
