Built for direct lending

Your portfolio
is talking.
Start listening.

AI-powered credit intelligence that reads every agreement, monitors every covenant, and surfaces risk before your quarterly review does.

Analyze an Agreement →
A+
Credit
$48M
Facility Size
3.2x
Leverage
97%
Covenant
Compliance
L+425
Spread
2.1x
DSCR
$12.4M
EBITDA (TTM)
Low
Risk Score
84
Deal Score
0 Breaches
This Quarter
5.8yr
Maturity

$1.7 trillion in private credit.
Still powered by spreadsheets.

01

Manual Document Review

Analysts spend 6-8 hours reading a single credit agreement. Key terms get buried. Risks get missed. The deal memo is always behind schedule.

02

Reactive Monitoring

Covenant breaches surface during quarterly reviews, weeks after the violation occurred. By then, leverage has shifted and your options have narrowed.

03

Siloed Intelligence

Portfolio data lives in twenty different Excel files. No single view of exposure, concentration, or risk across your entire book. Every IC deck is assembled from scratch.

Credit intelligence that
never sleeps.

Basecase reads, analyzes, and monitors your entire portfolio autonomously. Real-time signals, not quarterly surprises.

Agreement Analysis

Upload a credit agreement. Get a structured summary of key terms, covenants, pricing, collateral, and risk factors in minutes, not hours. Every clause indexed and searchable.

100-page agreements in 4 minutes

Covenant Monitoring

Continuous tracking across every portfolio company. Automated breach detection with early warning signals when borrowers trend toward violation, so you act before the breach.

Real-time, not quarterly

Deal Scoring

Every new opportunity scored against your portfolio criteria, historical performance data, and current market conditions. Prioritize the right deals before the competition.

Score any deal in seconds

Portfolio Risk Dashboard

One view of your entire book. Concentration risk, sector exposure, maturity schedules, and borrower health, updated daily. Generate IC-ready reports with one click.

Daily portfolio intelligence

The analysts who win aren't reading faster. They're reading smarter.

Basecase gives direct lending professionals the intelligence layer their portfolio deserves. Every agreement parsed. Every covenant tracked. Every risk surfaced. Automatically.

Try the Analyzer →