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F2 is an AI-native platform built specifically for private markets investors to accelerate deal analysis and underwriting workflows. The platform transforms unstructured materials from data rooms, including Excel files, PDFs, PowerPoint presentations, and confidential information memorandums, into structured, audit-ready financial insights. F2 addresses the core inefficiencies that constrain institutional finance teams by automating low-leverage analytical work while maintaining the precision and auditability required for investment committees.
The platform combines institutional knowledge with live market data to support comprehensive financial analysis. Users can validate assumptions, uncover risks, and move faster on investment opportunities by leveraging context-aware AI that understands the nuances of private credit, private equity, and commercial banking workflows. Every output generated by F2 includes built-in audit trails and source-level visibility, enabling teams to verify results with confidence and meet compliance requirements.
F2 streamlines the creation of investment committee deliverables by converting firm precedent materials into reusable templates. The platform generates branded charts, financial models, screening memos, and investment reports that align with each organization's unique standards and formatting requirements. Teams can collaborate in real time from analyst to managing director, tracking edits and comments throughout the workflow from initial draft to final approval.
Originally developed as the internal underwriting engine for Arc Capital Markets, F2 has been battle-tested across thousands of real-world deals and tens of billions in transaction volume. The platform serves dozens of leading private credit funds, commercial banks, and private equity firms, enabling deal teams to compress diligence timelines and deploy capital more efficiently without adding headcount. F2 enables users to move from data room review to investment decision up to 75 percent faster by automating manual spreadsheet work, financial spreading, and memo drafting tasks.
- Automate financial spreading and analysis from data room Excel files, PDFs, and presentation materials
- Generate investment committee memos and screening reports with firm-specific templates and branding requirements
- Validate investment assumptions by combining institutional knowledge with current market data and comparable transactions
- Accelerate underwriting workflows for private credit, private equity, and commercial banking deal teams
- Trace AI-generated outputs to source documents with built-in audit trails for compliance and verification
- Collaborate across investment teams in real time with version control and comment tracking
- Convert unstructured data room materials into structured, audit-ready financial models and analysis
- Compress due diligence cycles by automating low-leverage analytical tasks while maintaining precision
- Deploy capital more efficiently by reducing manual work and accelerating decision timelines
- Monitor portfolio companies with AI-assisted analysis of ongoing financial performance and risk factors
