SOC 2 Type II Compliant

No more manual review. No more Excel chaos. Just answers.

Credit‑Trained AI

Models trained on thousands of prospectuses to understand bond & credit language.

Try for Freeno Credit Card requiredBook a Demo
Trusted by credit teams managing billions
Enterprise-Ready AI
Private Credit AI Dashboard Preview
Private Credit Agents
AI-powered covenant extraction & ESG detection

Core Capabilities

Transform complex credit documents into actionable insights with AI-powered analysis.

Credit‑Trained AI

Models trained on thousands of prospectuses to understand bond & credit language.

BYO Templates & Models

Map extracted data directly into proprietary Excel Models. Or create templates on the fly!

Covenant Extraction

Surface red‑flag covenants and cash‑flow thresholds in seconds.

ESG Clause Detection

Auto‑detect sustainability KPIs, SLB frameworks & TCFD disclosures.

Intelligent Pre-Investment Screening

Equip your team with a deeper understanding of risk, assumptions, and potential red flags - even before diligence begins.

Using advanced ontology-based frameworks and vector-powered search, VantedgeAI enhances your screening workflows.

Surface material clauses & ESG exposure instantly
Uncover hidden red flags before they escalate
Make confident go/no-go decisions faster
Intelligent Pre-Investment Screening Preview
AI-Powered Screening
Advanced risk detection & ESG analysis

How It Works

From Raw Data to Precise Decisions in One-Third the Time

1
Upload Interface

Upload Data

Submit any financial, legal, or client documents - including Excel, PDF, and presentations. VantedgeAI parses, validates, and organizes information into industry-standard templates or your custom models.

2
AI Analysis Dashboard

Extract Insights

Automatically build financial models, compute deal attributes, benchmark risk factors, and generate valuation summaries - all directly from the data you provided.

3
Collaboration Interface

Collaborate & Iterate

Invite teammates to review, comment, and refine outputs. Share polished summaries and memos with investment committees or clients - all from within the platform.

Enterprise-Ready AI for Credit Markets

Secure, Scalable, Compliant - Built for Analysts and Enterprise IT.

Cloud SaaS

Multi-tenant deployment with isolated workspaces and secure access.

Private Cloud

Your own VPC on AWS, Azure, or GCP. VantedgeAI deploys and manages securely.

On-Prem (by request)

For regulated institutions, we support isolated deployments with no cloud access.

Why Enterprises Trust VantedgeAI

VantedgeAI combines deep domain intelligence with enterprise-grade controls. Auditability, transparency, and custom training make it the most secure and adaptable credit AI platform.

Private & Secure Infrastructure

Deploy VantedgeAI in single-tenant or private cloud environments with full data isolation, encryption, and SOC 2 readiness.

Role-Based Access & Audit Logs

Manage permissions across teams with fine-grained controls, full audit trails, and governance that scales with your organization.

Custom AI Alignment

Train models on your own firm's labeled data, enabling personalized insight extraction, templated workflows, and internal compliance alignment.

Stop Wrestling With Documents. Start Closing More Deals.

From analysts buried in covenant checks to portfolio heads chasing efficiency targets - VantedgeAI removes the manual grind and replaces it with instant, auditable intelligence.

Analyst

Analyst

Currently
Need to evaluate more deals without expanding headcount
With VantedgeAI
AI agents do heavy lifting - 2–3× deal flow

Investor

Investor

Currently
Opaque, unauditable workflows
With VantedgeAI
Audit trail with page-level citations, SOC2 compliance

Portfolio Manager

Portfolio Manager

Currently
Rising data-provider costs
With VantedgeAI
Replace multiple platforms with one cost-effective tool

VantedgeAI turns “spreadsheet hours” into “decision minutes.”

Automate tedious work. Standardize outputs. Focus on alpha.

Customer Testimonials

Trusted by credit teams managing billions in assets worldwide.

“We evaluated all the available automation software and selected VantedgeAI because there is nobody else in the market offering an end-to-end solution tailored to private credit”
- Head, Private Credit
A Specialist Asset Management Firm (AUM $5Bn)
“I can instantly review all IG issuers on my radar, extract key signals, and update my positioning without waiting for analysts to compile summaries. It gives me speed and clarity when timing matters most.”
- Portfolio Manager
Investment Grade Credit, Large Institutional Fund
“VantedgeAI ensures consistency in our research process, automates data collection, and flags credit deterioration before it shows up in market pricing. It's become integral to how we screen deals, manage risk and coverage.”
- Head of EM Credit Research
Multi-Strategy Fund
“Integrating VantedgeAI with our internal systems gave our real-time visibility into loan portfolio risks. It identifies covenant issues, and helps us validate analyst assessments. It's a huge leap in proactive monitoring.”
- Senior Risk Manager
Leveraged Finance Group, Mid-sized Bank
“VantedeAI has helped us scale CLO modeling and issuer tracking. It parses trustee reports, consolidates asset-level commentary, and enables my team to react faster to asset deterioration or manager behavior. It's become a foundational tool in our structured credit operations.”
- Head of Structured Credit
Asset Manager
“VantedgeAI transformed the way I handle credit memo preparation. What used to take me an entire day now takes minutes. I can pull structured summaries, risk flags, and peer comps instantly. It's like having a junior analyst on-demand — but 10x faster.”
- Sr. Credit Analyst
Global HY Desk, Tier 1 Asset Manager
“We evaluated all the available automation software and selected VantedgeAI because there is nobody else in the market offering an end-to-end solution tailored to private credit”
- Head, Private Credit
A Specialist Asset Management Firm (AUM $5Bn)
“I can instantly review all IG issuers on my radar, extract key signals, and update my positioning without waiting for analysts to compile summaries. It gives me speed and clarity when timing matters most.”
- Portfolio Manager
Investment Grade Credit, Large Institutional Fund
“VantedgeAI ensures consistency in our research process, automates data collection, and flags credit deterioration before it shows up in market pricing. It's become integral to how we screen deals, manage risk and coverage.”
- Head of EM Credit Research
Multi-Strategy Fund
“Integrating VantedgeAI with our internal systems gave our real-time visibility into loan portfolio risks. It identifies covenant issues, and helps us validate analyst assessments. It's a huge leap in proactive monitoring.”
- Senior Risk Manager
Leveraged Finance Group, Mid-sized Bank
“VantedeAI has helped us scale CLO modeling and issuer tracking. It parses trustee reports, consolidates asset-level commentary, and enables my team to react faster to asset deterioration or manager behavior. It's become a foundational tool in our structured credit operations.”
- Head of Structured Credit
Asset Manager
“VantedgeAI transformed the way I handle credit memo preparation. What used to take me an entire day now takes minutes. I can pull structured summaries, risk flags, and peer comps instantly. It's like having a junior analyst on-demand — but 10x faster.”
- Sr. Credit Analyst
Global HY Desk, Tier 1 Asset Manager

Trusted By Credit Teams Managing Billions

Join the elite group of Hedge Fund and Private Credit investors that leverage VantedgeAI to navigate complex credit markets with unparalleled ease and insight.

Graphene Capital
Emso
Investcorp
GMO Venture Partner
CoreNest
Aritmetika
SOC 2 Type II Compliant
Enterprise-grade security & compliance

Our SOC 2 compliance ensures that we meet the highest standards of security, confidentiality, and privacy, providing our clients with confidence that their sensitive data is handled with the utmost care and integrity.

Ready to Transform Your Credit Analysis?

Join the elite group of credit teams leveraging VantedgeAI for faster, smarter decisions. Sign up for a FREE trial. No credit card required.

Sign-up for FreeBook a Demo

A Marketplace of Curated AI Agents

More than just a tool - VantedgeAI gives you an expanding suite of expert agents, each designed to tackle a specific workflow challenge in credit analysis.

Single Interface

One unified dashboard. Many agents. A seamless experience from upload to output.

Evolving Ecosystem

New agents are continuously deployed - making your platform smarter every month.

Curated Partnerships

We integrate with hand-picked third-party agents that complement your credit workflow.

Hyper-Specialized Intelligence

Each agent is trained to master one task - from valuation to risk flagging to Excel generation.

Data Room Analysis
Research Agent
AI Analyst
High Yield
Structured Credit
8K, 10Q & 10K
TableXtract AI
AutoModel
Valuation Agent
YC Screening Memos
Data Room Analysis
Research Agent
AI Analyst
High Yield
Structured Credit
8K, 10Q & 10K
TableXtract AI
AutoModel
Valuation Agent
YC Screening Memos
VANTEDGEAI FOR CREDIT

Frequently Asked Questions

Explore common questions about VantedgeAI's AI-driven credit automation, agent orchestration, audit trail, compliance, and productivity outcomes.

Product & Workflow

How does VantedgeAI extract data from credit documents?

VantedgeAI uses advanced OCR technology combined with credit-trained AI models to parse and extract structured data from prospectuses, financial statements, and legal documents.

What types of documents can VantedgeAI process?

VantedgeAI can process prospectuses, financial statements, legal documents, Excel files, PDFs, and presentations across various credit instruments.

One step closer to 3x productivity with AI for credit investing.

Ready to transform your credit analysis workflow? Get started today with our free trial.

Book a DemoSign-up for Free

Our Mission

VantedgeAI empowers credit teams to accelerate deal analysis by transforming documents into structured, auditable insights — fast, accurate, and collaborative.

VantedgeAI Logo
LinkedInX

© 2025 VantedgeAI. All rights reserved.

New York | Austin | San Francisco | Mumbai | London