How private-credit teams run models at scale Watch the session

Pre-built AI agents for diligence.
Built by practitioners, ready to run.

Deploy specialist agents that return measurable value in the first week. Automate the reviews that used to take your team 120+ hours a month.

Covenant Extraction Agent

Pulls covenants out of credit agreements and deal papers, flags restrictions, and surfaces the triggers that matter in minutes.

Credit·Term extraction·Clause mapping·Policy comparison

Operational Diligence Agent

Reads HR, IT, compliance, and vendor material to identify concentration risk and confirm operational readiness before close.

Credit·Risk scoring·Vendor review·Policy comparison

Tear Sheet Drafting Agent

Builds investment tear sheets on its own — extracts deal data, formats the metrics, and returns a presentation-ready summary.

Credit·Term extraction·Metric formatting·Deck export

Zoning Review Agent

Reads municipal code so you don't. Extracts development rights, setback rules, and use restrictions with citations attached.

Real assets·Code lookup·Citation trail·Policy comparison

Treasury Coverage Agent

Analyses client cash flows, identifies liquidity gaps, and recommends the right product mix from live account activity.

Credit·Cash analysis·Product fit·Policy comparison

Vendor Risk Review Agent

Assesses SOC 2 reports, security questionnaires, and compliance packets to locate control gaps in a single pass.

Cross-sector·Control mapping·Gap analysis·Policy comparison

Transfer Pricing Agent

Documents intercompany activity, validates arm's-length pricing, and drafts OECD-aligned reports that hold up on review.

Tax·Benchmarking·Report drafting·Policy comparison

Loan Amendment Agent

Tracks lender responses on syndicated amendments, verifies authority, calculates thresholds, and shortens decision cycles.

Credit·Consent tracking·Threshold math·Policy comparison

Surety Bond Agent

Reads construction contracts, extracts bond terms, and identifies the risk factors behind faster bid and performance issuance.

Insurance·Term extraction·Risk factors·Policy comparison

Supplier Exposure Agent

Maps supplier dependencies and models business-interruption exposure across tier-2 and tier-3 networks for accurate pricing.

Insurance·Network mapping·Exposure model·Policy comparison

Structured Finance Agent

Automates ABS cash-flow modelling: extracts loan-level data from asset tapes, normalises collateral pools, populates waterfalls.

Credit·Tape parsing·Waterfall build·Policy comparison

Regulatory Reporting Agent

Maps reporting fields for Basel III and Dodd-Frank, keeps lineage intact, validates the mapping, and accelerates submission.

Credit·Field mapping·Lineage checks·Policy comparison

Revenue Recognition Agent

Runs ASC 606 analysis across sales contracts — performance obligations, transaction prices, and timing, extracted instantly.

Credit·Obligation split·Timing analysis·Policy comparison

Entitlement Tracking Agent

Monitors permit status, deadlines, and compliance across a development portfolio, then reports variance the moment it appears.

Real assets·Permit watch·Variance alerts·Policy comparison

Broker Opinion Agent

Aggregates market comps and property data into pitch-ready broker opinion of value reports in hours rather than days.

Real assets·Comp analysis·Report drafting·Policy comparison

Rule Configuration Agent

Converts regulatory text into monitoring rules, thresholds, and compliance reports without a quarter of manual configuration.

Credit·Rule drafting·Threshold set·Policy comparison

Policy Issuance Agent

Assembles policy packets — combines standard forms with endorsements, validates coverage terms, and issues complete documents.

Insurance·Form assembly·Coverage check·Policy comparison

Servicing Rights Agent

Values MSR portfolios from loan tapes — extracts loan characteristics, models prepayment speeds, and prices the book.

Credit·Tape parsing·Prepay model·Policy comparison

Decision-ready output from any data room

Turn a 400-page data room into an IC-ready memo.

Orrery reads CIMs, models, contracts, DDQs, and full data rooms — then writes source-linked memos, tables, and slides your team can edit, trust, and send the same afternoon.

Speak to a specialist in your sector within 24 hours.

See how Orrery turns your firm's documents into investor-ready output — with every number traced back to its source.

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140+ quick wins for everyday work.Sharper answers, stronger decisions, faster cycles.

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Chat plus agent leverage

Use plain conversation to trigger real actions. Chat, run a workflow, or fetch data instantly through connected agents.

Draft a workflow…
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An agent for every task

Deploy specialists for research, writing, and analysis. Each agent can be tuned to your house style and precedent.

Ingest

Heavy document processing

Continuously read and interpret large volumes of filings, files, and transcripts. Build workflows that scale without babysitting.

Drop files to upload…
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The right model for the job

Route each prompt to the model best suited to it — balancing reasoning depth, accuracy, and cost on every workflow.

Delegate repetitive work to agents you can audit.

Automate document-heavy workflows with precision you can check line by line — cut manual review, scale operations, and unlock faster turnarounds with cleaner outputs and measurable return.

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34%More accurate than general-purpose chat
#1 rankedOn LegalBench and FinanceBench evaluations
18×Return on review hours saved by our top customers

Time saved on invoice review

91%

"We want Orrery, and AI generally, to be the working heart of how the firm runs. It makes us more productive with clients, automates the review nobody wanted, and keeps finding new work for us."

Portrait of Marisol Aguirre — photo by Thanh Xuan Nguyen Ly on PexelsMarisol AguirreManaging Director

Productivity increase

37%

"We used Orrery to automate our diligence process with extraction and automated analysis. That produced a 37% productivity increase in the first month of use."

Portrait of Devrin Achebe — photo by Korede Adenola on PexelsDevrin AchebeCEO of Aldergate

Enterprise-grade security.

Your data stays yours — always. Work with one of the few AI vendors that will never train on your material.

Security & Trust Center
  • Dedicated security team
  • Audit logs across every workflow
  • No training on your data
  • Encrypted end to end
  • Audited and penetration-tested

Precision AI for institutional workflows

Build once.
Deploy across the team.
Improve over time.

Orrery solutions engineer — photo by Ben Khatry on Pexels Orrery product specialist — photo by Jake Nackos on Unsplash Request a demo30 minutes