for Private Markets
One platform that turns your firm's experience into a proprietary advantage, powering how you screen, diligence, underwrite, and monitor deals.
By submitting this form, you consent to allow F2 to store and process the personal information submitted here to provide you with occasional updates and content that may interest you.
$400B in assets managed by our clients
PortCo: Ranked by SaaSpocalypse exposure
The trapped knowledge problem
Every new deal still starts from scratch.Until F2.Your firm's best judgment is scattered across old memos, lost models, and the minds of former colleagues. F2 ensures every deal makes the firm smarter.
Institutional Knowledge
Every deal your firm has evaluated.Structured. Queryable. Getting smarter with every transaction.
Ingest your firm's history
IC memos, models, CIMs, and CRM data organized from day one. Not a shared drive. A living library.
Pull precedents instantly
Filter by industry, size, structure, leverage, and outcomes. Comp tables in minutes, not days.
Surface past risks
What did the firm flag last time it saw this sector? What mitigants were accepted? All queryable in natural language.
Grow the library automatically
Every deal that passes or closes flows back into Institutional Knowledge. No manual entry. The library grows on its own.
FORCE MULTIPLIER
Give your analysts the pattern recognition of your most experienced MD.
The Platform
Screen. Diligence. Underwrite. Monitor. One platform.
Credit Native
Purpose built for credit workflows.
Cash flow & coverage metrics
Automatically calculate EBITDA, leverage ratios, and interest coverage to quickly assess a borrower's ability to service debt.
Sponsor & stakeholder analysis
Gain insight into who's backing the business, from fund size and track record to past interactions with your firm, and evaluate sponsor strength and alignment.
Downside risk & covenant analysis
Identify potential risks, evaluate covenant terms, and ensure the investment aligns with your firm's underwriting standards.
Financial Accuracy
A commitment togetting the numbers right.
on SpreadsheetBench
The industry standard benchmark for spreadsheet AI.
Native engine, not a workaround
F2 runs a real Excel engine underneath the AI. The outputs are real Excel files with live formulas, cell references, and dependency tracking.
Tested on real private-markets files
F2 maintains an internal benchmark built from actual private markets Excel files, the kind most AI tools cannot even open.
Every number traced to source
Click any number in a report to see the formula behind it, and trace it back to its original source and cell. No black boxes.
Testimonials
What our clients say
I think this software has been immensely helpful with what we're doing... we've been extremely busy, and I think we've leaned on this a ton over the last two weeks. It's a different approach than a lot of the other tools we've seen. It's more data-first than document first. The tool is extremely, extremely powerful... I think it's a great product and I think we're looking to see how it can help our processes here.
SVP
Private Credit team, $90B publicly traded bank
We have been using the F2 platform over the past three months at EAT to support our financial and credit analysis, and it has become a core component of our workflow. The platform materially enhances our ability to process complex datasets, standardize analysis, and scale our underwriting efforts with greater speed and rigor. We view F2 as a highly effective tool for institutional-grade financial analysis.
Patrick Funaro
Managing Director at Easy Access Trading
F2 offloads so much of the painstaking manual processes anyone could do. It allows us to spend more time engaging with the companies that are a great fit.
Brandon Peters
Managing Director, RevTek Capital
Best value, by far — turnkey implementation, very cost effective on a per seat basis, and grows with scale. Very good and very strong for our use case.
Head of Lending
RIA ($70B AUM)
F2 is the rare tool that actually delivers on the promise of efficiency. The tool accelerates our turnaround times while ensuring every underwriting file meets the same high standard.
MD
Live Oak Bank
I think this software has been immensely helpful with what we're doing... we've been extremely busy, and I think we've leaned on this a ton over the last two weeks. It's a different approach than a lot of the other tools we've seen. It's more data-first than document first. The tool is extremely, extremely powerful... I think it's a great product and I think we're looking to see how it can help our processes here.
SVP
Private Credit team, $90B publicly traded bank
We have been using the F2 platform over the past three months at EAT to support our financial and credit analysis, and it has become a core component of our workflow. The platform materially enhances our ability to process complex datasets, standardize analysis, and scale our underwriting efforts with greater speed and rigor. We view F2 as a highly effective tool for institutional-grade financial analysis.
Patrick Funaro
Managing Director at Easy Access Trading
F2 offloads so much of the painstaking manual processes anyone could do. It allows us to spend more time engaging with the companies that are a great fit.
Brandon Peters
Managing Director, RevTek Capital
Best value, by far — turnkey implementation, very cost effective on a per seat basis, and grows with scale. Very good and very strong for our use case.
Head of Lending
RIA ($70B AUM)
F2 is the rare tool that actually delivers on the promise of efficiency. The tool accelerates our turnaround times while ensuring every underwriting file meets the same high standard.
MD
Live Oak Bank
I think this software has been immensely helpful with what we're doing... we've been extremely busy, and I think we've leaned on this a ton over the last two weeks. It's a different approach than a lot of the other tools we've seen. It's more data-first than document first. The tool is extremely, extremely powerful... I think it's a great product and I think we're looking to see how it can help our processes here.
SVP
Private Credit team, $90B publicly traded bank
We have been using the F2 platform over the past three months at EAT to support our financial and credit analysis, and it has become a core component of our workflow. The platform materially enhances our ability to process complex datasets, standardize analysis, and scale our underwriting efforts with greater speed and rigor. We view F2 as a highly effective tool for institutional-grade financial analysis.
Patrick Funaro
Managing Director at Easy Access Trading
F2 offloads so much of the painstaking manual processes anyone could do. It allows us to spend more time engaging with the companies that are a great fit.
Brandon Peters
Managing Director, RevTek Capital
Best value, by far — turnkey implementation, very cost effective on a per seat basis, and grows with scale. Very good and very strong for our use case.
Head of Lending
RIA ($70B AUM)
F2 is the rare tool that actually delivers on the promise of efficiency. The tool accelerates our turnaround times while ensuring every underwriting file meets the same high standard.
MD
Live Oak Bank
I think this software has been immensely helpful with what we're doing... we've been extremely busy, and I think we've leaned on this a ton over the last two weeks. It's a different approach than a lot of the other tools we've seen. It's more data-first than document first. The tool is extremely, extremely powerful... I think it's a great product and I think we're looking to see how it can help our processes here.
SVP
Private Credit team, $90B publicly traded bank
We have been using the F2 platform over the past three months at EAT to support our financial and credit analysis, and it has become a core component of our workflow. The platform materially enhances our ability to process complex datasets, standardize analysis, and scale our underwriting efforts with greater speed and rigor. We view F2 as a highly effective tool for institutional-grade financial analysis.
Patrick Funaro
Managing Director at Easy Access Trading
F2 offloads so much of the painstaking manual processes anyone could do. It allows us to spend more time engaging with the companies that are a great fit.
Brandon Peters
Managing Director, RevTek Capital
Best value, by far — turnkey implementation, very cost effective on a per seat basis, and grows with scale. Very good and very strong for our use case.
Head of Lending
RIA ($70B AUM)
F2 is the rare tool that actually delivers on the promise of efficiency. The tool accelerates our turnaround times while ensuring every underwriting file meets the same high standard.
MD
Live Oak Bank
If we don't go forward with F2, we're going to have a revolt.
Senior Leadership
$100B publicly-traded bank
Historically, our ability to go deep during early screening was limited by bandwidth. F2 now equips our team with detailed supplemental information, helping us make more informed decisions.
Wayne Cantwell
CoFounder and Managing Director, Decathlon Capital
We have evaluated the AI landscape and F2 is the best solution in market. The proof is in the pudding with these tools and their document understanding and quality of output is second to none.
Director
Private Credit & Equity Fund ($65B AUM)
Epic product — this is akin to hiring out an entire additional underwriting team.
VP
Private Credit ($18B AUM)
If we don't go forward with F2, we're going to have a revolt.
Senior Leadership
$100B publicly-traded bank
Historically, our ability to go deep during early screening was limited by bandwidth. F2 now equips our team with detailed supplemental information, helping us make more informed decisions.
Wayne Cantwell
CoFounder and Managing Director, Decathlon Capital
We have evaluated the AI landscape and F2 is the best solution in market. The proof is in the pudding with these tools and their document understanding and quality of output is second to none.
Director
Private Credit & Equity Fund ($65B AUM)
Epic product — this is akin to hiring out an entire additional underwriting team.
VP
Private Credit ($18B AUM)
If we don't go forward with F2, we're going to have a revolt.
Senior Leadership
$100B publicly-traded bank
Historically, our ability to go deep during early screening was limited by bandwidth. F2 now equips our team with detailed supplemental information, helping us make more informed decisions.
Wayne Cantwell
CoFounder and Managing Director, Decathlon Capital
We have evaluated the AI landscape and F2 is the best solution in market. The proof is in the pudding with these tools and their document understanding and quality of output is second to none.
Director
Private Credit & Equity Fund ($65B AUM)
Epic product — this is akin to hiring out an entire additional underwriting team.
VP
Private Credit ($18B AUM)
If we don't go forward with F2, we're going to have a revolt.
Senior Leadership
$100B publicly-traded bank
Historically, our ability to go deep during early screening was limited by bandwidth. F2 now equips our team with detailed supplemental information, helping us make more informed decisions.
Wayne Cantwell
CoFounder and Managing Director, Decathlon Capital
We have evaluated the AI landscape and F2 is the best solution in market. The proof is in the pudding with these tools and their document understanding and quality of output is second to none.
Director
Private Credit & Equity Fund ($65B AUM)
Epic product — this is akin to hiring out an entire additional underwriting team.
VP
Private Credit ($18B AUM)
Security
Enterprise-readydata security.
SOC 2 Type 1 & Type 2 certified. Independently audited annually.
GDPR compliant. Built for regulated institutions from the ground up.
You own your data. Documents and outputs are never shared or retained after the session.
Zero data retention. No raw data stored after processing.
No model training. Your data is never used to train AI models by F2 or any third party.
SOC 2 Type II·Role-based access·Deployed in days