AI-Powered Underwriting and Monitoring for
Institutional Credit Funds
How does it work?
Credit Agreement Processing
Extract key terms from credit agreements, and quickly validate accuracy through integrated sourcing tools.
Financial Analysis
Process financial documents with the click of a button. Our team can create customized pipelines to seamlessly export relevant financials to firm-specific Excel templates.
Diligence Screen
Compare investment and legal materials when evaluating new opportunities, providing quick insights and seamless benchmarking against historical deals.
Portfolio Monitoring
Panoramic view of your entire portfolio, providing holistic intelligence at your fingertips.
Credit Agreement Processing
Extract key terms from credit agreements, and quickly validate accuracy through integrated sourcing tools.
Financial Analysis
Process financial documents with the click of a button. Our team can create customized pipelines to seamlessly export relevant financials to firm-specific Excel templates.
Diligence Screen
Compare investment and legal materials when evaluating new opportunities, providing quick insights and seamless benchmarking against historical deals.
Portfolio Monitoring
Panoramic view of your entire portfolio, providing holistic intelligence at your fingertips.
Achieve More with
Our AI-Powered Benefits
Maximize your team's productivity, gain differentiated perspectives, and unlock new opportunities with our tailored solutions.
Save Time
Save investment professionals 10+ hours per week on manual workflows.
Unlock Insights
Unlock proprietary insights, benchmarking new opportunities against historical investments.
Expand Deal Universe
Expand deal universe by quickly analyzing new deals.
F.A.Q.
Why consider Winford?
Winford is built to speed up your team and make them more intelligent, eliminating endless hours of manual tasks. Our tools amplify internal team members, and reduce the need for and cost of outsourced support.
How is Winford implemented?
For ease of use, we can provide solutions via our web app or through an on-prem approach. Additionally, we are able to work with and provide outsourced providers to supplement your team's existing process.
How does pricing work?
Please reach out to info@winford.ai to learn more.
How does Winford use my data?
We do not train models on your data. Data from each client is stored separately and is only accessible by that client, keeping information secure.
Backed by Global Leaders
Built by Industry Experts
Built by a team of former credit investors, leading AI engineers, and cybersecurity specialists, ensuring the highest standards.
Our Bespoke Approach
We know every firm has unique processes, materials, and goals. We excel in creating customized solutions for our clients that integrate with existing experiences, improving outcomes without impacting established procedures. We also can provide out-of-the-box tools for immediate use dependent on need.
Built With Security At Our Core
We know the security of your data is of the utmost importance. We've built our platform to meet the highest security standards. All data on our platform is encrypted in transit and at rest, in line with industry standard protocols. Our engineering team is on call 24/7/365 in the event of any security-related concerns.
Get in Touch to Learn More
Be the first in line to get access to our newest suite of features. Please fill out the form, and we'll be in touch shortly with information on how to book a demo and gain access to our platform.