Caelon reads every credit agreement, financial statement, and compliance certificate end to end, so your team prices risk on verified source documents.
Lost to double-pledged receivables in the First Brands collapse
Court filings, 2025
0.0x
Median gap between actual leverage and management projections, one year post-close
S&P Global Ratings, 2025
0%
Marketed EBITDA is add-backs at deal inception
S&P Global Ratings, 2025
How private credit firms use Caelon
01
Source credits others don't see.
Caelon screens the market for borrowers and sponsors seeking non-bank capital, matched to your credit box. Find opportunities before they run a process.
Ingest lifecycle data
PDFCredit_Agreement_Executed.pdf
XLSBorrowing_Base_Certificate.xlsx
PDFCompliance_Certificate_Q3.pdf
PDFAudited_Financial_Statements.pdf
XLSCovenant_Compliance_Model.xlsx
XLSCollateral_Schedule.xlsx
02
Read the entire credit.
From the credit agreement and financials to the borrowing base and collateral docs, Caelon extracts every covenant, basket, and carve-out. It flags the add-back the model missed and the cross-default no one mapped.
03
An audit trail behind every credit decision.
Every covenant threshold, collateral value, and compliance flag traces back to its governing document and clause. When a credit deteriorates, your file shows exactly what was known, and when.
Security & Deployment
Your infrastructure. Your data. Your control.
Caelon is deployed on-premise inside your environment. Your data never leaves, there is no vendor lock-in, and every action is fully auditable from day one.
Your infrastructure
Deployed on your cloud account, whether AWS, Azure, or GCP. We configure it; you own it.
Zero data retention
Your documents, findings, and deal data never leave your environment.
Model-agnostic AI
Works with any foundation model, from Claude and GPT to Bedrock or your own. No vendor lock-in.
Full audit trail
Every extraction, score, and assignment is logged. Board-ready compliance from day one.
The intelligence layer for your credit pipeline.
Sourcing and Market Intelligence
Caelon turns market data, web signals, sector trends, comparable transactions, and credit indicators into a live acquisition screen. Your pipeline updates as new information enters the environment and market conditions shift.
Underwriting Models
Caelon reconciles your investment model against source documents, checking revenue assumptions, cost inputs, and structural terms against the contracts and financials that support them. Variances surface before IC with source-level attribution.
Pattern Library
Every closed deal becomes a queryable corpus of diligence findings, IC memos, outcomes, and post-close surprises. Caelon turns institutional memory into a structured asset your whole team can use on every new deal.
Data Room Intelligence
Every document is automatically ingested, read, indexed, and made queryable on upload, from memos and contracts to GL exports and board materials. Caelon works from what is actually in the room, not assumptions.
Custom Integrations
Caelon connects to DealCloud, Salesforce, Dropbox, email, VDRs, QuickBooks, and your modeling stack. It sits beneath your existing workflow as the source of truth for every tool your team already uses.
Agentic Workflows
Repeatable diligence tasks run automatically at defined trigger points, from indexing new data rooms to checking updated financials and generating variance reports. Analyst workflows move from manual triage to always-on compute.