Establish the source record
Bring the borrower package, governing documents, tracker, support files, and prior workpapers into one controlled review.
Financial truth for private markets.
Equityne is the financial truth layer for private markets. It verifies borrower and deal packages against source evidence so firms can see what ties, what breaks, and what cannot move forward.
Borrower package
Agreement · certificate · financials · tracker
Financial truth
What ties · what breaks · what blocks
Review artifacts
Truth File · workbook · memo · evidence log
The problem is not one covenant. The problem is whether the package can be trusted.
Private markets firms make high-stakes decisions from financial statements, certificates, trackers, amendments, support files, emails, and internal workpapers. Equityne reconstructs the source-backed record before anyone relies on the output.
Connect the systems where evidence already lives.
Borrower packages rarely arrive in one clean place. Equityne is built to collect the working record from drives, data rooms, email, and market-data systems, then preserve where each file came from before the review begins.
Why it matters The source system is part of the evidence trail: who supplied the file, which version was reviewed, and whether the package is complete enough to support a Truth File.
What stays controlled Equityne reads and organizes source evidence for review; it does not rewrite source files or silently change the systems your team already uses.
First proof point: borrower reporting package review.
Starting with private credit, Equityne reviews borrower-quarter packages against the agreement, certificate, financials, and lender tracker, then prepares covenant-ready review files.
Review one borrower quarterExample output. Not customer data.
A system of record for financial truth.
Every review compounds into firm memory: how the borrower was interpreted, how the facility was mapped, which definitions governed the calculation, what broke, and who approved the file.
Memory layer
What persists
Status
Borrower / facility
Reporting period, package state, review scope
recorded
Rulebook
Definitions, amendments, thresholds, mappings
indexed
Exception history
Support gaps, borrower bridges, unresolved items
visible
Decision trail
Findings, approvals, artifacts, timestamps
preserved
Designed to avoid false confidence.
Source files are read to build the review record; they are not changed in place.
Findings remain tied to evidence, definitions, and review context.
Missing or ambiguous support blocks the file instead of guessing.
Start with one borrower quarter.
Bring one anonymized borrower reporting package. We will show what ties, what breaks, and where Equityne refuses to guess.
Request a demo