One clear view of every deal
Bring source documents, financials, covenants, and decisions together without the clutter.
Explore the workflow →DealStatusOwnerNorthstarReady for ICAnurag M.MeridianNeeds reviewCredit team
Built for decisive credit teams
Confidence for every
credit decision.
CAGNEX brings documents, financials, covenants, and committee insight into one calm, intelligent workspace.
Trusted workflow foundationDesigned for private credit
C CAGNEX LIVE WORKSPACE
ACTIVE DEAL
REVIEWProject Northstar
Atlas Industrial Holdings · Term Loan B
FACILITY$125.0M
LTM LEVERAGE4.18x
OPEN FLAGS03
Review readiness78%
Financial statements reconciled12 source references verified
Just now2 covenant exceptions need reviewAssigned to your team
8m agoEverything in context
Less searching.
More deciding.
From first upload to final memo, CAGNEX keeps your team aligned around the evidence that matters.
Evidence you can trust
Every extracted figure stays linked to its source, page, and reviewer trail.
“Adjusted EBITDA”Credit Agreement · p. 11499.2% confidence
Know risk before it moves
Stress scenarios and covenant headroom show where a deal breaks before it does.
A better operating rhythm
From complexity to clarity.
Make your best thinking repeatable with a workflow designed around how credit teams actually work.
01
Bring the deal in
Upload your materials and create a secure room for every opportunity.
02
Review with context
Surface the numbers, clauses, and exceptions that deserve attention.
03
Decide with confidence
Share a source-linked memo your investment committee can trust.
Built for sensitive work
Your data deserves
serious protection.
Private workspaces, secure sessions, organization-level access, and an audit-ready foundation from day one.
01Private by default
Your deal rooms are isolated to your organization.
02Traceable decisions
Keep a durable record of who changed what and why.
03Human-led intelligence
Automation accelerates review; your team stays in control.