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Deploi

The platform

From lender systems.
To institutional workflows.

Deploi brings credit evidence and capital-market workflows into a lender-native operating model. The investor Terminal is the workspace—not a broker standing between every transaction.

See the actual Terminal
Lender portfolio data, servicing evidence and reporting connect through Deploi assessment and structuring to banks, institutional allocators and approved distribution.
  • Portfolio data
  • Servicing evidence
  • Lender reporting

Assess · Structure · Connect

  • Banks & senior funders
  • Institutional allocators
  • Approved distribution

Funding, syndication, custody and settlement connections are structured around each participant’s role and the applicable arrangements.

Bank partnership architecture ↗

01 / The evidence layer

Integrate the records.
Keep the context.

Loan-book, servicing and lender evidence form the information layer. Diligence and ongoing reporting are different views of the same underlying credit relationship.

Lender connectivity

Discuss source systems, data scope, permissions and reporting cadence.

Credit intelligence

Relate portfolio performance to lender assessment and transaction structure.

Ongoing monitoring

Keep servicing updates and position context connected after funding.

02 / Inside the Terminal

The actual product.
A focused view.

Four selected excerpts from the Deploi Terminal. Each uses sample data and a limited source capture, rather than publishing the complete workspace.

01 / TERMINAL WORKFLOW

Start with the underlying market.

A workspace for exploring exposures and their investment context. The Terminal is an access interface, not a promise that every displayed instrument is available.

Deploi terminalActual product / Selected view
Explore the marketSAMPLE DATA
Actual Deploi terminal market table, showing a selected portion with illustrative lending categories and market data.

Different assets. One workspace.

Compare lending categories in the terminal, with the underlying exposure and market context together.

Actual interface with illustrative data. Selected area only; not a live account, current offer, or executable transaction.

02 / TERMINAL WORKFLOW

Bring the lender into view.

Review the originator alongside assessment context. The public excerpt excludes underlying evidence and calculation methods.

Deploi terminalActual product / Selected view
Understand the originatorSAMPLE DATA
Selected original lender assessment summary from the Deploi terminal. Sample data; calculation methods and underlying evidence are excluded.

The lender behind the exposure.

Start with the originator and the investment it supports.

Actual interface with illustrative data. Selected area only; not a live account, current offer, or executable transaction.

03 / TERMINAL WORKFLOW

Read the terms in context.

Keep unit information and ACV context alongside the instrument. Final transaction documents—not sample interface values—govern participation and redemption.

Deploi terminalActual product / Selected view
Review the investmentSAMPLE DATA
Selected portion of the original Consumer Lending pool detail, showing illustrative pricing context and pool terms.

Know the entry context.

The terminal distinguishes the base unit price from accrued value. Applicable product documents govern participation.

Actual interface with illustrative data. Selected area only; not a live account, current offer, or executable transaction.

04 / TERMINAL WORKFLOW

Follow the position after funding.

Portfolio views bring position and reporting context into one workspace. Sample data is illustrative, not a statement of investor performance.

Deploi terminalActual product / Selected view
Follow your portfolioSAMPLE DATA
Selected original Holdings screen with illustrative portfolio metrics and native-currency context. No real account is displayed.

Your portfolio, in perspective.

Bring indicative position value and cost basis into one portfolio view.

Actual interface with illustrative data. Selected area only; not a live account, current offer, or executable transaction.

03 / Distribution controls

The right information.
For the right investors.

A proposed workflow for introducing credit opportunities to selected institutions. Explore how lender decisions guide the process, from an initial overview to due diligence.

Proposed distribution workflow: choose investors, share an overview and approve due-diligence access.

Your relationships. Your decision.

The lender decides which institutions to approach. Existing funding relationships stay direct; additional investors are considered separately.

No wider circulation without the lender’s agreement.

Distribution plan

  • Existing relationships
  • Investor selection
  • Sharing instructions
Lender-directed distribution

Who is included

  • Existing partnersKeep direct relationships
  • New institutionsSelected by the lender
  • Other institutionsNot included in this process

04 / Institutional connections

Extend the workflow.
Keep responsibilities clear.

01

Syndication

Anchor funding and approved co-lenders within a defined mandate.

02

Custody & settlement

Discuss provider roles, asset delivery, cash management and reconciliation.

03

Reporting

Connect participant records with ongoing servicing evidence.

04

Permissioned markets

Explore eligible RFQ and transfer workflows, separately from redemption.

Integration and secondary-market models are illustrative. Specific capabilities and availability must be confirmed for the relevant arrangement.

See the workflow for your institution.

Tell us where your institution fits. Start with a focused discussion about your mandate, portfolio or infrastructure.

Connect with Deploi