AgenticAUM logoAgenticAUM
Public enginePrivate engineApplicationsMethodRequest access
05Institutions/ Private Credit & NBFCs

A credit desk that underwrites like your best officer, every time.

Credit Portal is AI-first from the schema up: underwriting, monitoring and collections built as one agentic loop instead of three disconnected systems bolted to a legacy LOS.

01Where the line sits

80% science — the machine

Bureau parsing, cash-flow underwriting, early-warning signals, collection propensity.

20% art — yours

Policy design, relationship lending, the exception that deserves a yes.

02The two applications
Core layer

Credit Portal

AI-first origination to disbursal.

One underwriting spine that reads bureau files, bank statements, GST and invoice data, applies your policy as executable logic, and produces a decision with a full reason code trail regulators can read.

Play demo →

Customer layer

Borrower Hub

The lending relationship, self-serve.

A white-labelled borrower experience: application, document capture, offer acceptance, servicing and restructure requests handled conversationally in the borrower's own language.

Play demo →

03Other institutions
01

Venture Capital

Seed to Series C

02

Private Equity

Buyout to growth equity

03

Family Offices

Single and multi-family

04

Angels & Syndicates

Leads, syndicates, rolling funds

06

Asset Managers

Mutual funds, PMS, institutional mandates

07

Hedge Funds

Discretionary and systematic

08

Wealth Managers & RIAs

Discretionary and advisory books

09

Pensions & Insurers

Insurers, reinsurers, pension schemes

10

Bank Treasuries

ALM, liquidity, prop and balance sheet

AgenticAUM logo

Request access

Deploy the operating system for your capital.

AgenticAUM is delivered as a private deployment per institution. Tell us the mandate and we will scope the first workflow in a week.

hello@agenticaum.com

Institutions

  • Venture Capital
  • Private Equity
  • Family Offices
  • Angels & Syndicates
  • Private Credit & NBFCs
  • Asset Managers
  • Hedge Funds
  • Wealth Managers & RIAs
  • Pensions & Insurers
  • Bank Treasuries

Company

  • The method
  • Product index

Output is analysis, not investment advice. AgenticAUM does not recommend instruments, size positions or execute trades.

© 2026 AgenticAUM

Finance is 80% science, 20% art