AI Infrastructure for
Private Credit Fund Operations Deal Intelligence Risk Analysis

From deal sourcing to investment committee decision in minutes. One AI platform powering every stage of the fund lifecycle.

2023

The infrastructure to underwrite private credit at machine speed didn't exist. Then large language models changed what was possible. So we built it.

$100M+

One platform became the backbone of three fund strategies. Every model, agent, and scoring framework built for one deal type was redeployed across the next.

$100M+
Engineering
3
Fund Strategies
24/7
Monitoring
Today

End-to-end: from partner email to IC decision package. Research, extraction, analysis, and decisioning, all automated.

New York · London · Hong Kong · Dubai

Everything runs on Cortex.

The Cortex Ecosystem

Four specialised modules on a unified intelligence platform.

IMS CORTEX CORE PLATFORM ORCHESTRATION LAYER API API API API FEEDBACK LOOP ACTIVE SENTINEL Research & Intelligence v3.2 Market Data 1.2k/hr Public Records Email Parsing News Feed MCP Gmail Bloomberg News API Webhooks ACTIVE PRISM Data Extraction v2.8 Document AI OCR Engine Data Rooms Financial Models MCP Data Rooms DocuSign S3 Storage Ansarada ACTIVE ARBITER Risk Analysis v4.1 Credit Scoring 98.7% LTV Analysis Bureau Data Stress Testing MCP Experian Land Reg Cos House Equifax ACTIVE QUORUM IC Decisioning v2.4 IC Packages Audit Trail SOC2 Portfolio View Alerts MCP Salesforce Email IC DocGen Slack 847 docs processed 312 fields extracted Score: 87 /100 risk assessment CMPLNC

Four AI modules, one shared intelligence layer. Sentinel handles research and data sourcing. Prism extracts and structures documents. Arbiter scores risk across six weighted categories. Quorum assembles IC decision packages. All connected through the Cortex orchestration platform with shared APIs and a continuous feedback loop.

27x
Increase in analyst throughput
96%
Reduction in cost per deal analysed
Strategy Agnostic
One platform, multiple fund vehicles
24/7
Continuous portfolio surveillance

AI Agent Architecture

Every module runs a coordinated swarm of specialist agents, not a single model. Each swarm executes strategy-specific workflows defined by IMS Group's proprietary methodology, operating in parallel while sharing intelligence across tracks through a trained credit memory core.

EXTRACTED DATA INPUT DEALS 2,847 historical records PATTERNS MEMORY CORE Private Credit Intelligence Layer CONTEXT MoE ROUTER Task Distribution Engine SWARM A SWARM B SWARM C ACTIVE FINANCIAL Capacity Assessment Income Verification v2.1 5 agents Asset & Liquidity v1.8 4 agents Secondary Income v1.4 3 agents LENDING CAPACITY ACTIVE OPERATIONAL Risk Assessment Legal Exposure v3.0 5 agents Medical & Behavioral v2.2 4 agents KYC & Compliance v2.5 4 agents OP RISK SCORE ACTIVE CREDIT Contract & Credit Analysis Professional Contract v4.0 6 agents Credit Expert v3.6 5 agents Background Expert v2.9 4 agents CREDIT RISK SYNTHESIS SYNTHESIS 87/100 APPROVED Counter Offer: $2.8M SENIOR UNDERWRITER Final Authority · Override Capable IC DECISION PACKAGE SWARMS 9 agent teams AGENTS 41 total deployed LATENCY 90m end-to-end ACCURACY 96% vs human

Rather than relying on a single AI model, the system deploys nine specialised agent swarms across three parallel assessment tracks. Each swarm contains multiple agents working collaboratively on a specific domain. The Memory Core, trained on thousands of historical deals, provides contextual intelligence to the MoE Router before task distribution. The Senior Underwriter synthesises all track outputs and holds final override authority.

9 Agent Swarms
41 specialist agents across 3 tracks
2 Weeks to 90 Minutes
End-to-end underwriting time
Memory Core
Trained on 2,800+ historical deals
01 SENTINEL
Sentinel
02 PRISM
Prism
03 ARBITER
Arbiter
04 QUORUM
Quorum

Fund Technology
at Scale

One platform. Multiple strategies. Revenue scales with AUM while costs stay flat.

Traditional Fund Tech
New Strategy Launch
12-18 Months
Infrastructure Cost
$2-5M
Headcount Required
8-15 People
Systems Integration
Manual / Fragmented
Cortex
New Strategy Launch
Weeks
Infrastructure Cost
Near-Zero Incremental
Headcount Required
0-1 People
Systems Integration
Unified / AI-Native

Technology in
Production

Proof points from live deployments across the fund platform.

Hours to Minutes
Athlete Financing Pipeline

End-to-end AI underwriting from email trigger to IC decision. Four automation blocks covering research, extraction, analysis, and decisioning.

CortexSentinelPrism
3 Strategies,
1 Platform
Multi-Strategy Deployment

Athlete financing workflows redeployed for stadium infrastructure and equipment leasing within weeks. Same scoring engine, same pipeline, different calibrations.

CortexArbiterSentinel
24/7 Portfolio Monitoring
Continuous Intelligence

Active deals monitored around the clock for material changes, market signals, and risk threshold breaches. Configurable alert protocols per fund strategy.

SentinelArbiterQuorum