Credit teams from emerging managers to multi-billion-dollar platforms run their operations on AZ2.
Composite scenarios based on design-partner workflows.
“We went from six analyst-hours per borrower package to minutes. Our Q2 portfolio review started from live data for the first time.”
Head of CreditKP Credit Partners · Lower middle-market direct lenderThree partners, three different books, one shared pattern: intake becomes structured, review becomes verification, and monitoring runs on its own.
Borrower reporting arrived as PDF packs and emailed workbooks. Every quarter the team rebuilt the same spreads by hand before anyone could form a view.
AZ2 reads each reporting pack on arrival, spreads it against the prior period, and tests the covenant set automatically. Every figure keeps a link back to the page it came from.
Committee packs took three weeks to assemble, and most of that time went into reassembling rent rolls, operating statements and appraisals that already existed in the data room.
Diligence intake now produces a structured property and borrower file the memo writes from, so the associate verifies the record instead of rebuilding it.
Client financing packages were bespoke every time, and quality depended on which analyst happened to be free that week.
House templates, policy checks and source links are applied to every mandate, so the output is consistent and each number can be traced during lender diligence.
Figures are composite scenarios based on design-partner workflows.
