Product guide
A practical guide to deal intake, committee materials, monitoring, and connected tools.
Getting started
Sign in, open Deal Intake, and upload any CIM, model, financials, or data-room folder you have.
Deal review
Second Eye extracts borrower facts, flags open questions, and prepares memo materials with the relevant file references close by.
Portfolio monitoring
Borrower reports, covenant movement, alerts, and weekly portfolio changes stay connected after close.
Connected tools
Email, SharePoint, Slack, Teams, Outlook, Excel, and voice intake connect around each lender team’s operating model.
API access
Approved teams can review API capabilities, examples, and connection details during onboarding.
Security and compliance
See the trust center for security controls, sub-processors, data handling, and control evidence.