Deal sourcing & Screening
Agentic sourcing and first-look screening against your thesis and institutional memory, around the clock.
Finance OS
Pre-built applications, fit to your institution by our engineers. The work financial institutions do every day across asset management, banking, specialty finance and the Office of the CFO.
Key Applications
Diligence & IC Prep
Read the data room, apply your criteria, reason against your history of active and passed deals, and build a committee-ready memo.
Portfolio Monitoring
Reconcile holdings into one set of facts, run scenarios against thesis, and generate LP, board, and executive reports.
Underwriting & Lending
Triage submissions, spread financials, apply the credit box, and return a committee-ready credit memo. Clear conditions faster.
Servicing & Compliance
Handle servicing requests, monitor compliance against your book, and produce examiner-ready deliverables with a full audit trail.
Finance & Close
Variance analysis and board-ready outputs traceable to source, month-end close and reconciliations run on your rules.
How to Work With Us
Start with a first application
Choose the workflow where speed, accuracy, and control matter most.
Fit it to your operation
Built-in financial data models and industry requirements. Our engineers fit it to your criteria, your data, and your review standards.
Add more when you’re ready
Use the same system to bring more services, teams, and workflows online over time.
Security and Control
FinanceOS is built on Atlas, our platform built to keep you in control: secure by design, SOC 2 Type II compliant, with no model lock-in.
Learn more