PactFi

PactFi is an operational platform for institutional private credit transactions. It puts buyers, sellers and other counterparties in one shared environment, replacing email and spreadsheet workflows across the deal lifecycle. Features include automatic reconciliation with ledger and order management system (OMS) data, many-to-many trades with several buyers and sellers in one trade, automated document generation with bulk execution, and structured document storage with metadata. The site also lists a Secondaries Workflows module and a data infrastructure layer for AI enablement. PactFi says it has 250+ counterparties, 3K+ fund entities and $300B+ in deal volume. It reports ISO 27001 certification and SOC 2 Type II attestation.