Transforming Data Into Insights That Drive Smarter Business Decisions.
Credit Memorandum Comprehensive
Four Blocker Condensed
Transaction Prescreen Quick
Credit Approval Memorandum
On Demand Flexible Report
Credit Memorandum
Back Template Bank
Government Lending Program
Document Summarizer
Equipment Value Forecast
Streamline your credit process with an intelligent platform built by dealmakers, for dealmakers. Accelerate pre-screening and underwriting with Wall Street-caliber AI and curated tools.
PerCina Report transforms complex deal analysis into a seamless, efficient workflow. Our AI-powered platform guides you through every stage of the underwriting process—from uploading your deal documents to generating market-ready credit memorandums. Save over 50% on production time while maintaining the thoroughness and accuracy your deals deserve.
Securely upload your financial spreadsheets, documents, and company information to the PerCina Report platform. Our system accepts various file formats and handles private company data with complete privacy and security.
Our AI Credit Assistant instantly generates comprehensive 25+ page deal prescreens or full credit memorandums. The system uses embedded expert credit questions to ensure thoroughness and accuracy, providing you with market-ready investment memorandums in minutes instead of hours.
Collaborate directly with your AI Credit Assistant to dig deeper into specific credit questions, request additional analysis, or refine your memo. Customize every underwrite with flexible querying and editing capabilities that adapt to your unique deal requirements.
PerCina's Financial Data ReportSync technology automatically summarizes key data from your uploaded documents, saving hours of manual review. Extract critical insights from large datasets instantly while maintaining complete data security and privacy.
Access our vast database covering 10,000+ manufacturers and hundreds of asset types. The Equipment Value Forecaster provides immediate collateral values and detailed asset information, enabling you to confidently assess collateral coverage throughout deal terms.
Generate comprehensive 25+ page deal prescreens or full credit memos in minutes. Our AI Credit Assistant leverages embedded expert credit questions, ensuring thoroughness and accuracy (no made-up answers).
Collaborate with your AI Credit Assistant to dig deeper, ask specific credit questions, or refine your memo.
Upload spreadsheets, financials, and documents securely. PerCina quickly summarizes key data, saving hours of manual review.
Access a vast database covering 10,000+ manufacturers and hundreds of asset types. Our Equipment Value Forecaster provides immediate collateral values and detailed asset information.
Powerful Insights That Drive Smarter Business Decisions Every Day
“This simply helps us close more deals, faster. I can attest that it saves us more than 50% on production time than other forms of credit memos. We strongly recommend the PerCina Report solution.”
“PerCina Report helps our team create deal prescreens and credit memorandums more efficiently. In addition to numerous features like auto drafting and collateral curve generation, the platform is easy to use and allows us to incorporate our own templates and reports – enabling us to adopt the tool faster and gain more efficiencies sooner.”
“We’ve enjoyed working with the Per Cina team. Their expertise in equipment values and market trends, combined with the PerCina valuation tool, gives us clear, data‑driven insight to manage our asset portfolio with confidence.”
