Infrastructure for private credit originators.

Structure deals, manage investor workflows, coordinate settlement, track payment activity, and report performance from one operating layer. Stop rebuilding allocation records in Excel every quarter. Stop chasing workflow updates over email.

Request Access

GetLiquid originator dashboard showing active deals, investors, and payments

Everything you need to manage a private credit workflow.

Deal structuring

Set up term sheets, payment schedules, covenants, and required deal information. Use reusable templates for repeatable private credit workflows.

Investor onboarding

KYC, KYB, accreditation, and document workflows are organized in one place. You set the criteria, and platform-supported workflows help document each step.

Investor allocation workflow

Publish approved deal materials to eligible platform users under the applicable offering structure. Manage indications, allocations, and closing workflows in one place.

Payment workflow and reporting

Coordinate scheduled payment instructions, payment-status tracking, reporting, and reconciliation through approved payment and settlement partners.

Live reporting

Eligible investors can view position data, payment-status updates, and reporting materials in real time. No more rebuilding decks for routine updates.

Audit trail

Platform actions, document events, signatures, and settlement-status updates are organized into an audit trail. Reporting-ready from day one.

Build a deal workflow in minutes.

What you enter becomes the structured deal information eligible users can review. Each field maps directly to the deal page.

Deal Overview

Name, summary, loan type, and expected exit strategy. This is the first structured overview eligible users see when they open the deal page.

Originator Info

Company profile, leadership team, and track record. This information appears with the deal materials so eligible users can understand the originator behind the opportunity.

Property & Collateral

Address, valuations, and marketability data. Third-party sources are identified where applicable.

Financials

Loan structure, escrow details, payment workflow terms, applicable fees, and target yield information based on provided inputs.

Documents

Upload loan agreements, appraisals, insurance, and other supporting materials. Documents are tagged by category and made available to eligible users through the applicable workflow.

Risks & Disclaimers

Define risk factors, disclaimers, and relevant mitigating factors or deal-specific considerations. Eligible users can review these before committing.

Review & Submit

Preview the deal page before it is made available. Nothing goes live until it is submitted through the approved workflow.

You’ve been doing it the hard way.

Without GetLiquid

With GetLiquid

Manual deal coordination

Structured workflows in one place

Investor updates built in spreadsheets

Reporting and position visibility

Wire instructions and settlement updates over email

Settlement-status coordination through approved providers

Allocation records rebuilt every quarter

Position records organized in-platform

Diligence docs scattered across data rooms

One structured deal page with organized materials

Built forprivate credit funds.direct lenders.specialty finance lenders.real estate lenders.asset-backed lenders.

GetLiquid is not the lender, broker, loan servicer, mortgage servicer, custodian, money transmitter, or money services business. Originators, lenders, servicers, custodians, payment partners, and settlement providers retain their respective legal and operational responsibilities.

Build on the rails, not around them.

Closed early access is available to a limited group of originators and eligible capital providers. Submit a request and our team will review fit, eligibility, and next steps.