Pactfi
PactFi provides a cloud-based platform designed for managing private credit transactions, incorporating technologies such as identity integration, workflow management, and data structuring to streamline the deal process. The platform emphasizes security and auditability by centralizing workflows and maintaining detailed activity logs for each transaction.
- Industry: Trade & Market Surveillance
- Location: New York, New York, United States
- Founded: 2020-01-01
- Total funding: 32000000
- Website: https://pactfi.com
Product & Features
- PactFi offers a centralized platform for agents, arrangers, and investors to collaborate efficiently during the deal closing process.
- The Lead Arranger Module streamlines deal information management, allocations, and funds flow, reducing email traffic.
- Investors can easily import and export data, enhancing efficiency even without the booking agent on the platform.
- The Cashless Roll Workflows feature supports amended deals, allowing investors to track updated suballocations and relevant information seamlessly.
- KYC information is securely stored and easily accessible, simplifying compliance and document management for all users.
- The platform integrates with existing tech infrastructure, facilitating smooth data transitions and collaboration.
- PactFi dynamically calculates allocations and funds flow, ensuring accurate tracking of investor positions and payouts.
Founders & Team
- Emma Zhang — Founder, CEO
- Alexa Valle Burguete — Founder, CTO
Funding Rounds
- Series A — $25M (2026-04)
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Frequently Asked Questions
What is Pactfi?
PactFi provides a cloud-based platform designed for managing private credit transactions, incorporating technologies such as identity integration, workflow management, and data structuring to streamline the deal process. The platform emphasizes security and auditability by centralizing workflows…
What does Pactfi do?
PactFi offers a centralized platform for agents, arrangers, and investors to collaborate efficiently during the deal closing process. The Lead Arranger Module streamlines deal information management, allocations, and funds flow, reducing email traffic. Investors can easily import and export data, enhancing efficiency even without the booking agent on the platform.
Who founded Pactfi?
Pactfi was founded by Emma Zhang and Alexa Valle Burguete.
How much funding has Pactfi raised?
Pactfi has raised 32000000 across 1 funding round.
Who are Pactfi's investors?
Pactfi's investors include 7RIDGE.
What category does Pactfi fall under?
Pactfi is a legal technology company in the Trade & Market Surveillance category.