Forward
Forward is a private credit origination platform that transforms unstructured borrower materials into mandate-matched deal opportunities for funds and lenders. The platform automatically parses and indexes documents, packages them into structured deal profiles, and flags covenant or repayment risks with source evidence attached. It uses execution agents to track deal progression and management agents to monitor deal health, enabling credit teams to assess and act on opportunities in minutes.
- Financial Technology
- Software Only
Funding
Raised to date
$500KRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Founder details are not available yet.
Product
Problem
Private credit deal flow is fragmented, with borrower materials arriving in unstructured formats that are time-consuming to parse, index, and package for lender review. Credit teams spend significant effort on manual document processing and preliminary screening, which slows down origination and delays funding decisions.
Solution
Forward provides a private credit origination platform that turns unstructured borrower inputs into fund-ready, mandate-matched deal opportunities. Borrowers submit materials once, and Forward automatically parses and indexes documents, packaging them into structured deal profiles. The platform matches each deal to funds based on their investment mandate and flags covenant or repayment risks alongside open diligence items, with source evidence attached. Underlying execution agents track deal progression to prevent deal fatigue, while management agents monitor deal health. This lets credit teams concentrate on underwriting and closing rather than administrative preparation.
Target Audience
Primary users are private credit funds, lenders, and their deal origination teams that need to efficiently convert borrower submissions into assessable, mandate-aligned opportunities.
Features
- Automated document parsing and indexing for unstructured borrower files, including financials, loan agreements, bank statements, and debt schedules
- Mandate-based deal matching that routes opportunities to relevant funds based on fund criteria
- Execution agents that track deal progression and alert teams to prevent deal fatigue
- Management agents that flag covenant and repayment risks before they are breached, with source evidence referenced
- Structured deal output with open diligence items, risks, and source documents linked for lender review
- Platform supports multiple file formats and batch processing of large document sets