Private credit
- Facility agreement intelligence
- Covenants and portfolio obligations
- Lender correspondence
Financial services
Many systems. One intelligence.
A governed intelligence environment for financial institutions.
Private by design
- Single-tenant deployment
- Identity & access control
- Controlled model policy
- Audit & provenance
- Institutional governance
The institutional problem
Financial intelligence is fragmented across the institution.
Critical information sits across agreements, email, portfolio systems, compliance workflows, treasury, documents, risk systems, external counsel, policies and teams. A decision may depend on a commitment in one system, correspondence in another and knowledge held by a colleague.
Sanctum brings those sources into one persistent governed intelligence environment. Portfolios, counterparties, obligations and institutional decisions remain connected to the record that supports them.
Explore connectionsPortfolio intelligence
Understand the portfolio as one intelligence environment.
Connect agreements, exposure, open matters, correspondence, obligations and risk signals across portfolios without losing the underlying source context.
- Portfolio intelligence
- Agreement relationships
- Risk context
- Open matters
- Correspondence
- Institutional knowledge
Treasury & obligations
Know what is due before it becomes a problem.
Track payments, reporting requirements, covenant events, renewals, hedging obligations and other contractual commitments back to the governing agreement and clause.
- Obligation extraction
- Payment schedules
- Covenant tracking
- Reporting deadlines
- Renewal events
- Source-linked evidence
Across the institution
One environment across functions.
The same underlying intelligence environment serves legal, treasury, risk and investment work. Permissions preserve the boundaries around each team and its sources.
- Legal
- Understand agreements, disputes and obligations in context.
- Treasury
- Track payment, covenant and reporting requirements.
- Risk
- Surface connected exposures and unresolved issues.
- Compliance
- Maintain source-grounded regulatory and policy intelligence.
- Investment teams
- Connect portfolio information with underlying agreements and correspondence.
- Operations
- Coordinate institutional workflows while preserving shared knowledge.
Persistent institutional intelligence
Intelligence that persists.
Sanctum retains the relationships between sources, obligations, decisions, counterparties, matters and work products so the institution does not have to rebuild context every time someone asks a question.
Authorised colleagues can examine prior analysis, understand the assumptions behind a decision and continue the work in Sanctum Workspace. Qualifications and source provenance remain part of that understanding.
Explore Sanctum Workspace- Sources
- Intelligence
- Decisions
- Institutional memory
Analysis, challenge and professional review
Internal Strategy, Opposing Counsel and Judicial Review examine the same controlled record from distinct perspectives. Authority Check supports reviewable legal research, with treatment, hierarchy, jurisdiction and pinpoints available for inspection. Core, One and Optimus remain part of the same Sanctum environment.
Explore source-linked intelligenceInstitutional governance
Governed from the beginning.
Deployment, identity, processing and information boundaries are reviewed with your institution’s security and legal teams. The selected configuration defines the control boundary.
Security and governance Deployment architecture- Deployment & data control
- Single-tenant deployment options and client-controlled data, with residency and retention agreed for the selected configuration.
- Identity & boundaries
- SSO, SCIM and identity-aware permissions in supported enterprise configurations. Access follows authorised teams, matters and portfolios.
- Model policy & audit
- Approved model routes and processing policies, with audit trails and egress controls defined by the deployment architecture.
- Provenance & human review
- Trace findings to the source record. Professionals review consequential work and remain accountable for advice, approvals and decisions.
Institutional use cases
Intelligence across financial services.
Asset management
- Portfolio agreements and side letters
- Investment documentation
- Source-linked risk notes
Banking
- Legal and regulatory intelligence
- Complex agreement review
- Policy and control workflows
Insurance
- Policy and claims intelligence
- Regulatory obligations
- Investigations
Corporate treasury
- Debt and hedging obligations
- Reporting deadlines
- Facility renewals
Investigations & compliance
- Source-grounded review
- Chronology and correspondence analysis
- Audit trails
Financial services
Bring your institution into one intelligence environment.
See how Sanctum can connect your agreements, portfolios, obligations, correspondence and institutional knowledge.