Snapshot
Continue to About ↓- What it does
- F2 is an AI deal-workflow platform for institutional credit and private-markets teams that turns deal materials, credit agreements, models and portfolio reports into structured, source-linked outputs such as IC memos, financial spreading workbooks and monitoring reports.
More detail
- Its flagship agent, Adam, runs multi-step diligence, benchmarking and reporting workflows using the firm's accumulated deal history.
- Best for
- Private credit funds, direct lenders, commercial banks and PE firms with large proprietary deal archives who want diligence, credit agreement review, memo drafting and portfolio monitoring accelerated with audit-traceable AI outputs.
- Pricing
- Enterprise pricing is not publicly disclosed.
More detail
- The site offers only a demo/contact-sales path, with no pricing page, rate card, self-serve tier, or published minimums, seats, usage caps or overage terms.
- F2 markets 'unlimited usage' under its Audit Mode versus token-based tools, but the actual commer
- Main limitation
- Individuals, retail investors, students and non-institutional users, since F2 is enterprise B2B with no self-serve signup and is not an investment fund, lender or source of investment, legal or tax advice.
More detail
- Also a poor fit for firms unwilling to engage in a team-led implementation.
- Record
- Static profile
- Reviewed
- Evidence
- Public web research
- Machine access
- Structured profile ↗
About
- F2 is an AI deal-workflow platform for institutional credit and private-markets teams that turns deal materials, credit agreements, models and portfolio reports into structured, source-linked outputs such as IC memos, financial spreading workbooks and monitoring reports.
- Its flagship agent, Adam, runs multi-step diligence, benchmarking and reporting workflows using the firm's accumulated deal history.
What it helps with
- Deal materials scattered across data rooms, PDFs, CIMs and Excel are hard to turn into structured, audit-ready analysis.
- Every new deal starts from scratch because institutional knowledge is trapped and does not compound across deals.
- Low-leverage analyst work such as spreading, memo drafting and data-room review consumes deal-team capacity.
- Portfolio monitoring gaps cause missed budgets, compensation shifts and macro deterioration to be flagged late.
- Firms worry that proprietary deal knowledge could leak into model training or be locked to a single model vendor.
Capabilities
A practical view of what is available and where limitations apply.
| Offering | Available | Detail |
|---|---|---|
| Adam deal agent | Yes | Autonomous agent that runs multi-step deal workflows with context from the firm's portfolio and deal history. |
| Institutional Knowledge layer | Yes | Structures firm history so knowledge becomes legible and compounds with each future deal. |
| IC memo and report builder | Yes | Produces investor-grade memos and reports with team collaboration and source traceability. |
| Excel-native financial modeling | Yes | Models are described as auditable down to the cell with precedents and dependents tracked. |
| Financial spreading | Yes | Spreads financial statements into source-linked workbooks. |
| Portfolio monitoring | Yes | Flags risks such as budget misses, compensation shifts and weakening macro conditions. |
| Deal benchmarking | Yes | Compares companies and surfaces patterns across the portfolio and precedent deals. |
| Multi-model architecture | Yes | Described as LLM-agnostic rather than tied to a single model. |
| SOC 2 Type II and GDPR compliance | Yes | Vendor states zero data retention, no model training on customer data, and encryption in transit and at rest. |
| Published integration list | Unknown | No public list of supported integrations, such as specific data rooms or portfolio systems, is published. |
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Evidence
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- The owner has not manually confirmed every field.
- Last reviewed
- Primary source
- f2.ai
Technical profile details
Record ID
17451a41-04c9-4ffa-833a-8adf1c4bbcffCanonical URLhttps://profiles.scribble.network/listing/f2-ai-17451a41