# DealMind

> DealMind is the end-to-end system of record for private credit and investment funds. It unifies sourcing, underwriting, portfolio monitoring, valuation, back-office and LP reporting on one auditable platform — fully customizable to a fund's house style, with 100% source-link traceability and human-in-the-loop review.

DealMind replaces the patchwork of portfolio systems, document stores, trackers and inboxes that private credit funds typically stitch together. Every deal, memo and number lives in one spine where any output can be clicked back to its source file and page.

## What DealMind does

- **Originations & first-look screening** — 70-page CIM → go/no-go memo in minutes, formatted to the IC's house style, every line click-through traceable.
- **Underwriting & memo drafting** — codify the fund's scoring ontology once; deals arrive pre-scored, pre-formatted, pre-cited.
- **Portfolio monitoring & analytics** — messy quarterly financials → instant variance vs. underwriting, covenant compliance, DSCR / leverage deltas, source-linked.
- **Valuation & evergreen NAV acceleration** — one fair-value methodology across the portfolio with full audit trail; compress reporting from quarterly to monthly or daily NAVs for evergreen / wealth-channel funds.
- **Back-office & regulatory reporting** — SBA Form 468 (A, B, C), interest and loan notices, LP letters, capital calls — generated, version-controlled, audit-ready, on time.
- **Unstructured data extraction** — structured financials, covenants and KPIs pulled out of PDFs, emails and one-off Excel straight into the platform.

## Why DealMind

- End-to-end system of record across the full fund workflow.
- Fully customizable scoring, memo templates and dashboards — adapts to the fund's process, not the other way around.
- 100% traceability — every number clicks back to source.
- Compounding institutional memory — the platform learns the fund's scoring, formatting and taste.
- Human-in-the-loop accuracy — reviewers validate every output; liability never lands on the partner.
- LP-grade reporting velocity — turns the back office into a fundraising asset.

## Who it is for

Private credit funds and investment managers — including lower-mid-market, mid-market and evergreen / wealth-channel funds — that need to scale judgment without scaling headcount.

## Key pages

- [Platform overview](https://dealmind.dev/): product, workflows, security, ROI.
- [Underwriting insights](https://dealmind.dev/insights): sector growth and underwriting intelligence.
- [AI risk map](https://dealmind.dev/risk-map): industry-by-industry credit, operational, regulatory, AI-disruption and cyclicality risk scoring.
- [Risk-adjusted pricing](https://dealmind.dev/pricing): pricing methodology.
- [Security](https://dealmind.dev/security): security posture and controls.
- [Privacy](https://dealmind.dev/privacy) · [Terms](https://dealmind.dev/terms) · [DPA](https://dealmind.dev/dpa) · [Cookies](https://dealmind.dev/cookies)

## Contact

Book a 30-minute working session at https://dealmind.dev/#demo.