Close More Syndications. With Less Overhead.
Debtigo is the deal management platform for commercial lending teams — from mandate to close. Coordinate lender groups, manage documents, track term sheets, and run every syndication workflow in one secure workspace.
Used by syndication teams managing commercial credit facilities across North America.
500+
Lenders on platform
$10B+
Facilities coordinated
100%
Encrypted at rest
Integrates with
The Problem
Commercial Lending Still Runs on Email and Spreadsheets
Whether you’re a CFO managing a $200M credit facility or a syndication desk coordinating twelve banks, the tools haven’t kept up.
For Borrowers
“Getting a syndicated credit facility shouldn't mean managing eight banks by email.”
- Scattered term sheets arriving in different formats and timelines
- Sensitive financials shared over email with no audit trail
- No single view of where each bank stands on participation
- Manual tracking in spreadsheets that fall out of sync
For Banks & Lending Teams
“Your syndication desk deserves better than a legacy data room and a shared inbox.”
- Lender engagement and credit appetite tracked in siloed inboxes
- Document sharing via email with no version control or access logs
- Deal status buried across threads, calls, and disconnected systems
- No compliant audit trail for regulatory review or internal reporting
How It Works
How a Syndication Runs on Debtigo
Every step of your deal lifecycle — in one connected workspace.
Create Your Deal
Set up the facility structure, borrower profile, and deal terms in minutes.
Invite Your Lender Group
Add participating banks with defined roles, access levels, and allocations.
Share Documents Securely
Upload term sheets, financials, and legal docs to an AES-256 encrypted data room.
Track Term Sheets
Compare offers side-by-side, capture decisions, and log approvals in one audit trail.
Close and Archive
E-sign, record final allocations, and export structured data to your system of record.
Create Your Deal
Set up the facility structure, borrower profile, and deal terms in minutes.
Invite Your Lender Group
Add participating banks with defined roles, access levels, and allocations.
Share Documents Securely
Upload term sheets, financials, and legal docs to an AES-256 encrypted data room.
Track Term Sheets
Compare offers side-by-side, capture decisions, and log approvals in one audit trail.
Close and Archive
E-sign, record final allocations, and export structured data to your system of record.
Built for Syndication Teams
The Right Tools for Every Role
Track Credit Appetite Across the Group
Know which banks are in, which need follow-up, and where capacity is opening up — with full interaction history across every deal.
Run Meetings, Capture Notes Automatically
Schedule bank group calls inside Debtigo. AI captures meeting summaries and action items, tied directly to the deal record.
One Audit Trail for Every Decision
From term sheet to e-signature — every action is logged, timestamped, and exportable for compliance, risk, and reporting teams.
The Platform
Every Module Your Team Needs
From lender coordination to closing — every workflow lives in one connected platform.
Deal Management
Every Deal, Every Stage, in One View
Track your entire loan portfolio from mandate to close. Structured pipelines, configurable stages, participant roles, and milestone tracking — all tied to the deal.
- Deal pipeline with configurable stages
- Lender participant roles and allocation tracking
- Document organization at the deal level
- Milestone and timeline tracking
Lender CRM
Know Exactly Where Every Bank Stands
Track credit appetite, log banker calls, and review engagement history across your entire lender network — without digging through emails.
- Credit appetite tracking with full history
- Call log and interaction notes per lender
- Engagement scoring across active deals
- Follow-up queue and status visibility
Secure Data Room
Bank-Grade Encryption. Organized Like Your Team Needs.
Share sensitive documents securely with role-based access control. Every view, download, and edit is logged in a tamper-evident audit trail.
- AES-256 encryption at rest and in transit
- Role-based folder and file permissions
- Version history for all uploaded documents
- Full audit trail exportable for compliance
Term Sheet Review
Compare Every Offer. Pick the Best Structure.
Stop hunting through PDFs. Structured term sheet tables let you compare pricing, covenants, and conditions from all lenders in a single view.
- Side-by-side term sheet comparison table
- Status tracking: Draft, Under Review, Accepted
- Inline comment threads per term sheet
- Approval workflow with timestamped decisions
Integrations
Connects to Your Existing Stack
Debtigo connects to your loan systems of record, data rooms, and collaboration tools — so your team doesn’t change how it works, just where it works.
- Direct API integrations with AFS, Finastra, and FIS to keep facility data in sync.
- Calendar and email integrations with Outlook and Google Calendar to auto-capture lender interactions.
- Video conferencing via Zoom for bank group meetings, with AI note capture.
- Export structured data for risk, reporting, and analytics teams.
API-first architecture. SSO and SAML support. Custom integrations available on Enterprise plans.
Security & Compliance
Built for the Security Standards Banks Require
Every document encrypted. Every action logged. Every participant verified. Security isn’t a feature — it’s the foundation.
AES-256 Encryption
All files and documents encrypted at rest and in transit. No plaintext data in storage.
Role-Based Access Control
Deal-level permissions ensure only authorized participants can see sensitive information.
Full Audit Trail
Every action — view, download, edit, approve — is logged, timestamped, and exportable.
SOC 2 Type II Ready
Security controls aligned to enterprise and institutional standards for compliance teams.
SSO / SAML Support
Integrate Debtigo with your organization's existing identity provider and access policies.
Data Residency Options
Control where your data is stored and processed. Available on Enterprise plans.
Ready to run your next syndication on Debtigo?
Join the teams managing complex credit facilities with less friction and more visibility.