Forward Flow automates the creation of structured deal profiles for private credit by extracting data from borrower websites, financial statements, and deal proposals. It then matches these standardized packages to suitable private credit funds based on the deal structure, streamlining the review and placement process for lenders.
Funding
Funding not disclosed
Founders
Product
Problem
Private credit lenders often receive unstructured, inconsistent data from borrower websites, financial statements, and deal proposals, requiring extensive manual effort to create standardized deal profiles and to identify suitable investment funds.
Solution
Forward Flow automates the extraction and normalization of borrower information into clean, structured deal profiles ready for private credit review. The platform then algorithmically matches each standardized deal package to private credit funds whose investment criteria align with the proposed deal structure. By handling data ingestion, structuring, and fund matching in a single workflow, Forward Flow reduces manual processing time and accelerates deal execution for lenders.
Target Audience
Primary users are private credit lenders and investment teams that evaluate borrower deals and need efficient, standardized deal packaging and fund matching.
Features
- Automated data extraction from borrower websites, financial statements, and deal proposals
- Generation of standardized, clean deal profiles for private credit analysis
- Intelligent matching engine that aligns deal structures with appropriate private credit funds
- End‑to‑end workflow integrating data ingestion, structuring, and fund matching
- Secure cloud-based platform with audit trails for compliance and record‑keeping