Precurion is the collaborative AI platform for financial diligence and compliance. We transform complex document review into automated workflows, completing critical work in a fraction of the time.
underwriting
in days instead of weeksAI AGENT
The transaction platform that runs itself
Precurion consolidates your entire deal lifecycle into one seamless platform. Our AI agents handle the heavy lifting—compliance checks, doc review, data cleanup—so you don’t have to.
Whether you’re managing a single loan application or a complex debt portfolio, Precurion adapts to how you work and evolves with each case
AI Agents
Intelligent assistants that learn your exact processes, automating document review and analysis.
Seamless Collaboration
Unite human insight with AI power—turning days of paperwork into hours of progress.
Continuous Improvement
Every transaction makes your platform smarter, building a system that grows with your expertise.
Turn every transaction into a blueprint for the next
Precurion learns from every transacation, so each
new deal is done faster, smarter, and more accurate than the last.
Precurion learns from every transacation, so each new deal is done faster, smarter, and more accurate than the last.
From the speed of paperwork to the speed of decision making
Intake & Screening
Bring every contract, statement, or document into one workspace. Precurion auto-sorts and flags missing data so you see the big picture from day one.
Diligence & Evaluation
Analyze risks, terms, and financials in one place. Precurion extracts key insights, cross-checks data across sources, and flags inconsistencies—streamlining due diligence with automation.
Approval & Execution
Move deals forward with clarity and confidence. Precurion automates workflows, standardizes approval processes, and ensures compliance by tracking every step—so nothing gets overlooked.
Management & Oversight
Monitor assets, payments, and performance in real time. Precurion centralizes financials, automates reporting, and alerts you to risks or inefficiencies—empowering proactive decision-making.
Exit or Reconfiguration
Optimize exits and restructuring with data-driven insights. Precurion models scenarios, tracks obligations, and automates document handling—ensuring smooth transitions and maximum returns.
Built for high-stakes financial work
Every major financial decision depends on reading thousands of documents perfectly. We've built the system that makes this not just possible, but effortless.
Loan Origination
Automated financial spreading and covenant tracking. Credit memos that write themselves.
Real Estate
Instant NOI calculation from rent rolls and financials. Automated covenant compliance monitoring.
Compliance & Risk
Streamlined regulatory review with perfect audit trails. Exception tracking and early warning system.
Venture Capital
Automated cap table and governance analysis. Due diligence at unprecedented speed.
Insurance
Accelerated submission processing and coverage analysis. Underwriting precision at market speed.
Automate Your Case Management in Days, Not Weeks
Week 1
Import your existing deals, documents, or data.
Configure core compliance or risk settings
Train your key team members in our simplified UI.
Week 2
Set up automations for document extraction & validation.
Finalize approval workflows for each case type
Test in a sandbox environment with your real data.
Launch
Go live across your organization.
AI learns continuously—each case speeds up the next.
Real-time support to make sure you hit the ground running.