Use Cases
Built for Every Credit Team
Wherever capital is committed, the work is the same: read the documents, form a view, defend it later. AZ2 gives funds, banks, advisors, sponsors, family offices and insurers one source-linked record of every deal. Pick the way you invest, then follow a deal through the lifecycle.
Screen more. Underwrite deeper. Monitor every covenant.
Direct lenders get one source-linked workspace for inconsistent borrower PDFs, bespoke covenant logic, and continuous portfolio monitoring.
Every output links to its source
Workspace overviewLive
128
active credits
14
items to review
96%
reporting current
New borrower package structured2m
Covenant tests refreshed3m
Review queue routed4m
The credit lifecycle
One record from first look to final payoff
Origination · inbound screening
Screening queue · today0 of 4 scored
Harbor Logistics
Sponsor · unitranche
3.1x lev.In credit box
Verity Diagnostics
Direct · senior
4.6x lev.Analyst review
Northmoor Foods
Broker · ABL
5.9x lev.Outside box
Lakebridge SaaS
Sponsor · TLB
2.8x lev.In credit box
Credit-box exceptions flagged before an analyst opens a file
Screen borrower materials in minutes. AZ2 reads CIMs, statements and submissions, then surfaces leverage, financial trends and credit-box exceptions before an analyst opens a spreadsheet.