Forward Analysis
What is Forward?
Forward is an AI-native platform that transforms unstructured borrower financials into fund-ready deal packages for private credit funds. It connects commercial debt advisors and private equity sponsors with matching capital providers, automating document structuring and deal origination workflows. The company reports over $100M in deals originated on the platform across funds with $20B in combined AUM.
Location
San Francisco, United States
Employees
1-10
Founded
2026
Industry
B2B
AI Pattern
AI-native application
Builds Hardware
Software only
Business Model v4
Fintech
Delivery Model
Self-serve SaaS / software
Extruct Category
Fintech
Sub-cluster
deal structuring platform
YC Partner
David Lieb
Product Description
Forward is an AI-native platform designed to streamline the process of transforming unstructured borrower financials into fund-ready deal packages specifically for private credit funds. The platform connects commercial debt advisors and private equity sponsors with matching capital providers, effectively automating document structuring and deal origination workflows.
Key features of Forward's offerings include:
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AI-Powered Document Structuring: The platform utilizes advanced AI algorithms to analyze and organize borrower financial data, making it easier for users to create comprehensive deal packages.
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Deal Screening and Qualification: Forward automates the screening process, allowing users to quickly assess the viability of potential deals based on structured financial information.
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Lender-Ready Opportunities: By preparing detailed and organized financial packages, Forward ensures that opportunities presented to lenders are ready for evaluation, reducing the time and effort required for due diligence.
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Integration with Capital Providers: The platform facilitates connections between commercial debt advisors, private equity sponsors, and capital providers, enhancing collaboration and increasing the chances of successful funding.
Benefits of using Forward include:
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Increased Efficiency: By automating the document structuring and deal origination processes, Forward significantly reduces the time and resources needed to prepare financial packages.
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Enhanced Accuracy: The use of AI minimizes human error in data handling, ensuring that the financial information presented is accurate and reliable.
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Scalability: Forward's platform can handle a large volume of deals, making it suitable for firms of various sizes, from small advisors to large private equity firms.
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Proven Track Record: With over $100 million in deals originated on the platform across funds with a combined $20 billion in assets under management (AUM), Forward demonstrates its effectiveness in the private credit market.
Overall, Forward's innovative approach to financial deal structuring positions it as a valuable tool for professionals in the private credit and commercial debt advisory sectors.
Founders LinkedIn
- Daniel Yoon: https://www.linkedin.com/in/danielyoon2004/
- Riley Janjis: https://www.linkedin.com/in/riley-janjis-6aa9b5264
- Darryl Luo: https://www.linkedin.com/in/darryl-luo-b0496a266/
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