One intelligent workspace for private credit
QEFO-X Atlas brings sourcing, underwriting, monitoring, and risk into a single AI-native platform — purpose-built for middle-market private credit teams.
AI-assisted borrower diligence in minutes, not weeks
Aggregate financials, filings, and market signals into a single credit view. Ask questions in natural language and ground answers in cited source data.
- Unified company profile with financials and covenants
- Automated credit risk scoring with explainable drivers
- Instant peer benchmarking across sector and size
- One-click summaries of every uploaded document
AI-assisted borrower diligence in minutes, not weeks
Aggregate financials, filings, and market signals into a single credit view. Ask questions in natural language and ground answers in cited source data.
- Unified company profile with financials and covenants
- Automated credit risk scoring with explainable drivers
- Instant peer benchmarking across sector and size
- One-click summaries of every uploaded document
Continuous surveillance across every position
Track covenant compliance, financial performance, and operational KPIs across the entire book with live sparklines, thresholds, and alerts.
- Real-time covenant tracking with breach thresholds
- Portfolio-wide sparklines and health scoring
- Custom watchlists and monitoring policies
- Historical trend analysis with anomaly detection
Investment memos generated from live data
Produce a fully structured credit memo — executive summary, financial analysis, risk factors, and recommendation — from the same borrower record.
- Institutional-grade memo templates out of the box
- Grounded on live financials, covenants, and news
- Section-level regeneration and inline editing
- Export to PDF, Word, or your IC workspace
Detect emerging risks before they impact returns
Surface early warning signals from news, filings, and internal metrics. Classify severity, route to owners, and track resolution.
- Multi-source signal ingestion across news and filings
- Severity, category, and confidence scoring
- Configurable alerting and escalation workflows
- Timeline view of every event per borrower
An analyst copilot with full portfolio context
Ask anything about a borrower, covenant, or sector — the copilot answers with citations, charts, and follow-up suggestions.
- Natural-language Q&A over the entire portfolio
- Cited responses with links to source records
- Follow-up prompts and structured summaries
- Available in every workspace and detail view
Monitoring frequency preview
Select the data sources you want Atlas to watch and choose a monitoring cadence. The alert stream on the right updates instantly to show the kinds of events that would trigger under your configuration.
1. Select data sources
2. Monitoring frequency
Frequency controls how aggressively signals are surfaced. Real-time streams event-driven triggers; weekly rolls them into a digest.
Coverage timeline
How often each selected source is checked at hourly cadence.
Common questions about the platform
Everything you need to know about data, monitoring, memo generation, and getting started with QEFO-X Atlas.
See QEFO-X Atlas on your portfolio
Book a working session with our team and see the platform run on data that mirrors your book.