Private Credit Intelligence Platform

Every obligation monitored.
Every decision traceable.

Generas turns private credit monitoring into a traceable decision record. Every obligation tracked. Every review, correction, and escalation preserved. A record your team can act on, audit, and defend.

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The product

A live record of how your portfolio is monitored and decided

Generas gives you a structured view of every position and every obligation across your portfolio. Not just what the terms are. How your team is tracking them, reviewing them, and acting on them. Current, sourced, and defensible.

Generas AI portfolio dashboard showing risk tier distribution, sector concentration, KPI tiles and trend charts

Live dashboard running on 45 synthetic private credit positions. Request a demo with your own documents →


The problem

Extraction platforms stop at extraction. Investment decisions don't.

Extraction tools pull covenants out of documents. What happens next — who reviewed a finding, what they decided, why a flag was escalated or held — often stays invisible. Generas records the full decision path, so nothing material happens off the record.


How it works

From documents to a defensible decision record to smarter origination

Generas works with your existing document storage. No migration. No integration project.

01
Extract
Point Generas at your deal folder. It reads every document and structures every obligation, with the exact source and section. This is the entry point.
02
Review
Your team inspects each finding against the source, then accepts, edits, escalates, or records a decision. Every action is preserved.
03
Decide and monitor
Every position carries a live status and a full history. Obligations are tracked over time. Reports generate in one click.
04
Learn
With historical records, Generas identifies recurring patterns that improve future monitoring and origination.
Built for the audit trail, not the summary.

Every finding is tied to its source and reviewed by a human before it enters the record. Not a summary. A verifiable record, sourced to the document and confirmed by your team.

Decision outputs

✓ Approve Monitor Escalate Reprice Investigate

Consistency

Consistent monitoring across people, portfolios, and time

Different reviewers work differently. Some escalate everything, some too little. Generas gives every finding the same workflow while preserving each reviewer's judgment. Monitoring becomes consistent across your team and repeatable over time.


Institutional memory

Your decisions become institutional knowledge

Every monitoring decision contains knowledge that can improve future decisions. Most firms lose that knowledge over time. Generas keeps it. The document. The review. The decision. The rationale. The outcome. Every review becomes part of your firm's institutional memory — a reusable record that strengthens future monitoring, portfolio management, and origination.


Human accountability

AI accelerates the work. Your team stays responsible.

Every finding is reviewed and approved by your team before it enters the record. AI accelerates document analysis. Your team remains responsible for every investment decision.


Use cases

Built for every team that manages private credit

Document intelligence
Ask any question about your deal documents and get an answer with the exact source.
Monitoring
Track covenants, reporting requirements, and events of default across every position. Catch issues before they become defaults.
Portfolio intelligence
A live view across all positions. Concentration, leverage, and coverage trends surfaced automatically.
Decision record
A complete, sourced record of every monitoring decision. Generate an IC-ready or LP-ready report in one click.

Roadmap

Building the decision intelligence layer

Today
Document intelligence
Monitoring
Decision record
Portfolio intelligence
Tomorrow
Decision intelligence
Origination intelligence

Every verified decision contributes to a growing measurement framework for monitoring quality, portfolio complexity, and decision consistency.


Security & architecture

Built for institutional standards

Generas is architected for the requirements of regulated credit investors. The design includes per-tenant data isolation and encryption, a tamper-evident audit trail, and AI infrastructure built on zero-retention terms, so your documents are not used to train shared models. The platform is being built toward SOC 2, with enterprise cloud architecture following AWS best practices.


Design partners

Currently engaging with early adopters

We are working with a small group of design partners to configure Generas AI for their specific document structure and monitoring workflow. If you manage a private credit portfolio and want to be part of the first cohort, we want to hear from you.

Private credit funds Direct lenders Family offices BDCs

Become a design partner


Pricing

Tailored to your fund

Generas AI is offered as a tailored pilot engagement. We work directly with your team to configure the product for your document structure and monitoring workflow.

Pilot engagement
Start with one fund, one document folder, one quarter. See the value before committing to a full deployment.
Contact us to discuss a pilot

Or email us directly at hello@generas.ai


About

About the Team

Generas AI is built by practitioners with decades of experience across private credit, quantitative risk modeling, enterprise data infrastructure, and applied AI.

The team has built and scaled analytical platforms used by financial institutions worldwide — including risk models covering private companies, public corporations, and sovereign entities, and liquidity and market risk platforms at a leading global financial institution.

Our technical infrastructure follows enterprise cloud architecture and AWS best practices, ensuring the platform is built to institutional security and scalability standards from day one.

Harvard Business School executive training in leadership, private equity and venture capital, and agentic AI informs how we think about product, market, and scale.

More about the team will be shared as the company evolves.

hello@generas.ai →

Source-linked
Human-reviewed
Decision-traceable
Audit-ready

Ready to see Generas AI on your portfolio?

We will run a live demo using sample documents, redacted deal files, or synthetic examples. We handle the setup. No commitment.

Request a demo