Ursara$1.8M requested
Borrower profile receivedConnect the investment decision to the operating reality.
Give investment, loan operations and fund teams a shared foundation for private credit. Bring relationships, underwriting evidence, payments and reporting into a connected lending lifecycle.
Ursara / OriginationIllustrative workspace
DEAL PIPELINE
See what moves the deal.
Intake01
Underwriting02
$2.4M requested
Budget review outstandingClosing03
$3.1M approved
Closing checklist in progressStage gates, documents and owners stay with the deal.
A funded loan should not
start a new information search.
Credit approval is one handoff in a much longer relationship. The operating team needs the approved terms, borrower context, source documents and responsibilities that informed the investment decision.
| Team | What they need to carry forward |
|---|---|
| Investment & origination | Relationships, requested terms, underwriting evidence, stage approvals and closing requirements. |
| Loan operations | Boarded terms, payment schedules, borrower authorizations, requests and unresolved exceptions. |
| Fund & accounting | Loan ownership, reconciled activity, reviewed accounting exports and reporting publication. |
Make the recurring work
part of the system.
Automations can respond to the events that matter to your operation. Set the conditions, owner and follow-up instead of relying on a colleague to remember every date.
Borrower reporting comes due
Use covenant-date and missed-reporting triggers to prepare communications and create servicing work. Keep the required document and next action connected to the relevant loan.
A scheduled payment is missed
Respond to payment-status or past-due events with configured reminders and assigned tasks. Review provider outcomes before deciding whether collection should resume.
The loan approaches maturity
Bring upcoming dates into portfolio review. Coordinate the borrower’s payoff or extension request with the servicing team rather than starting a disconnected email process.
“Prepare the missing-document follow-up.”
Use the deal’s outstanding requirements to draft a borrower request and an internal task list. Review the facts and proposed action before sending or publishing.
Illustrative AI-assisted workflow.AI can reduce the assembly work.
Your team owns the judgment.
Use AI-assisted document review and workflow drafting to prepare better operational work. Keep source context, audience permissions and explicit approvals part of the process.
Discuss the asset types, economics and reporting requirements you need during a demo. Implementation should begin with the supported workflows and a validated servicing scope.
Explore urAgentOne loan. More than one capital participant.
Multi-fund and syndicate operations need explicit ownership and allocation records. Keep the capital structure connected to the credit and servicing information it depends on.
Fund and participant allocation
Identify the funds, lending entities and participants associated with a loan. Review the allocated exposure so investment, operations and reporting teams work from the same ownership context.
Cash activity with ownership context
Connect reviewed loan activity to the applicable fund and participation records. Reconcile how contributions and distributions are represented before preparing investor reporting.
Structure before automation
Bring a representative capital stack, allocation schedule and distribution calculation to the demo. Confirm supported economics and approval controls before scoping complex syndicate or waterfall requirements.
Map the platform to your credit business.
Explore the details with our team, using the way your business actually works.
Can we begin with one part of the operation?
Yes. Scope the initial workflow and the records it depends on, then plan the related handoffs. Origination, servicing and fund reporting do not need to be introduced as one unreviewed cutover.
Does Ursara support every private credit structure?
We review your loan economics, servicing requirements and fund structure before agreeing scope. Bring representative loan terms and reporting examples so supported workflows and any gaps are explicit.
What can we automate?
Configured event workflows support areas such as document follow-up, payment-status changes, borrower reporting dates and approaching maturities. Your team reviews the actions, conditions and communication rules.