Your unique workflows.Now as apps.

Strive turns the document-heavy work of investment and credit operations into apps your team runs, checks and signs off, from onboarding and vetting to fee checks and covenant monitoring.

Bring us one workflow

Onboarding and vetting: Check this week's new applicants against our onboarding rules, and hold anyone with missing or expired documents.

Instead of: every application's documents opened one by one and checked against a list.

Fee and side letter checks: Check every manager's Q3 fees against the LPA and our side letters, and flag anything we were overcharged.

Instead of: fee terms dug out of side letters and recalculated in Excel every quarter.

Trade posting: Read today's trade confirmations, match each one to its ticket, and post the clean ones to the compliance ledger once I approve.

Instead of: trade confirmations copied from email into the compliance ledger by hand.

Instead of: credit agreements reread every quarter and ratios rebuilt in spreadsheets.
GridAppBoard
Covenant MonitorAll facilitiesSearchAsk
Add rowAdd columnRead from the documentsruleFixed rule10 of 48 shown
NameSource documentsCovenantRequiredruleActualruleStatusNext step
1Halvorsen IndustriesCredit AgreementQ3 financials
2Meridian FoodsCredit AgreementQ3 compliance cert
3Castellan LogisticsAmended FacilityQ3 financials
4Northwind EnergyCredit AgreementWaiver letter
5Alton Supply Co.Revolving FacilityQ3 financials
6Brightwater ToolsTerm LoanQ3 financials
7Harbor Point RetailCredit AgreementQ3 financials
8Corvane ChemicalsCredit AgreementQ3 compliance cert
9Ridgeway FoodsTerm LoanQ3 financials
10Pellham MarineCredit AgreementQ3 financials

Days of work, done in an afternoon.

What changed for two firms that moved their onboarding work onto Strive, in their own words.

A fund administrator

90%

less work to onboard a fund

We were able to cut from 7 minutes per document to less than an hour to onboard a single fund's sub docs. This is nearly a 90% improvement in efficiency.

Senior Project Manager

Read the story

A credit services firm

15 min

to onboard and vet a client, down from about an hour

Credit onboarding used to take us an hour. Now it takes about 15 minutes, and my team spends the time it gives back on more meaningful work.

VP of Operations

Read the story

The work your software doesn't cover.

Your fund admin, portfolio system and loan platform handle the standard parts. The rest lives in spreadsheets, inboxes and someone's head. That's what we turn into apps.

See everything the platform can do

  • Connections

    Bring your sources together.

    • OneDrive
    • Gmail
    • Box
    • PostgreSQL
    • Slack
    Explore connections

  • Data processing

    Turn documents into data.

    table · p. 4
    BorrowerCastellan Logistics, Inc.p. 1
    Commitment$3,000,000,000p. 1
    Net leverage covenant≤ 3.50xp. 42
    Explore data processing

  • Workflows

    Run the steps in between.

    1. TriggerCertificate arrives
    2. AI stepTest the covenants
    3. ActionNotify the deal team
    Explore workflows

  • Apps

    Built around your business.

    BorrowerStatus
    HalvorsenDSCR 1.18xBreach
    Meridian FoodsLeverage 3.38xWatch
    CastellanLeverage 2.10xWithin
    Open the waiver request
    Explore apps

Statements, side letters, credit files. If it lands on your desk, Strive can read it.

PDFs, scans, spreadsheets, emails and portals, all in one place and ready to use in your apps.

Explore connections
GmailQ3 compliance certificate
FromPriya Raman, Meridian Foods
ToLarkmoor credit team
SubjectQ3 compliance certificate
compliance-cert-q3.pdf
Covenant deskLarkmoor Capital · Direct lending
GmailQ3 compliance certificate
FromPriya Raman, Meridian Foods
ToLarkmoor credit team
SubjectQ3 compliance certificate
compliance-cert-q3.pdf
Slack#credit-portfolio
Message #credit-portfolio
GongCall · Meridian Foods
04:1211:08
WhoPriya Raman, CFO, Meridian
Lender call4 key facts2 speakers
Google Drivecredit-agreement.pdf
§ 7.1 Net leverage
Page 42 of 186Executed
Zoomq3-lender-update.mp4
Priya RamanREC
00:3802:10
Covenant deskLarkmoor Capital · Direct lending

Every value traced to its page. Every value approved by a person.

Agreements, statements and notices become structured data your apps can use. Scans, tables and handwriting too.

Explore document processing
ExtractedNeeds reviewAll fields

  1. Borrower

    Party to the agreement

    Castellan Logistics, Inc.p. 1Verified

  2. Commitment

    Aggregate revolving commitment

    $3,000,000,000p. 1Verified

  3. Dated

    Agreement date

    Sep 29, 2025p. 1Verified

  4. Maturity

    Two dates found, p. 1 and p. 4

    Sep 29, 2030p. 4Conflict

  5. Administrative agent

    Named on the cover

    Vantry Bank, N.A.p. 1Verified

  6. Pricing grid

    6 rows × 4 columns

    Tablep. 4Verified

  7. Signed note

    Handwritten, in the margin

    Approved, 9/29p. 6Needs review

  • Parse

    Clean text, complete tables and readable handwriting from every page, even scans and poor copies.

  • Extract

    The names, dates, amounts and terms you need, as clean data, with tables kept whole even across pages.

  • Index

    Ask a question and get the exact sentence that answers it, from any document you've added.

  • Review

    Your team approves each value before it is used.

Built around your process. Changed when your process changes.

Each app gets the screens, checks and sign-offs your team needs. The same input gives the same result. When a fund's terms or a lender's rules change, the people who run the work change the app.

Built around how you work.

Your onboarding checklist, your fee terms, your covenant tests. The app is built around them, instead of bending your work to fit a generic tool.

Predictable by design.

The same credit file gives the same result every time, with rules your team can read. The app never improvises while it runs.

Ready for the whole company.

Not a prototype for one analyst. Operations, finance and compliance each get the view they need, and changes are released safely.

Owned by the people who know the work.

A side letter adds a fee break. A credit policy tightens. Your team describes the change in plain language, reviews it and approves it, with no development team.

Security your compliance team will sign off on.

SOC 2 Type II audited controls, encryption everywhere, single sign-on and role-based access. Your data is never used to train AI models.

SOC 2 Type II

Independently audited security controls, tested over time.

GDPR

Personal data handled under the EU's data protection rules.

CCPA

Personal data handled under California's privacy law.

Controls

Encryption

Encryption runs on every layer, built on Google Cloud's security controls. Data is encrypted at rest with keys held in Google Cloud KMS, and every connection is encrypted in transit, including traffic between our own services. The credentials your connections use are encrypted too, and never appear in an app.

At rest
AES-256, on Google Cloud.
Keys
Held and managed in Google Cloud KMS.
In transit
TLS on every connection into the platform.
Inside the platform
Traffic between our own services is encrypted too.
Connection credentials
Stored encrypted and entered through secure forms. Never shown in apps.
Exported apps
Credentials are left out.

No training on your data

Your data is never used to train AI models, and the AI services we use don’t train on it either: we use them on enterprise terms that exclude training. A data processing addendum makes our commitment contractual, and you decide how long your data is kept.

AI model training
Your data is never used to train AI models.
AI services
Used on enterprise terms, so they don’t train on your data either.
In writing
A data processing addendum makes it a contractual commitment.
Retention
You decide how long your data is kept.

Single sign-on

People sign in with the identity provider you already use: Google, Microsoft, Okta, or any provider that supports SAML or OpenID Connect. Their groups map to roles in Strive, so the right access follows them in. Systems connect with API keys.

Providers
Google, Microsoft, Okta, and any provider that supports SAML or OpenID Connect.
Protocols
SAML and OpenID Connect (OIDC).
Roles
Groups in your identity provider map to roles in Strive.
Systems
API keys.
Rate limits
Requests are limited for each organization.

Role-based access

Role-based access control: each person has a role, and the role decides which apps, data and actions they can use. The Assistant works with the same access as the person using it, so it can only see and do what they can.

Roles
Assigned to each person, or mapped from groups in your identity provider.
Apps and data
A role decides which apps, records and actions a person can use.
The Assistant
It has the same access as the person using it, no more.
Changes it proposes
They wait for someone with the right role to approve them.
Actions that cost money
They ask for confirmation first.
Organizations
Each organization's data is kept separate.

Bring us one workflow. We'll show you it running.

We build it on mock data and walk you through it before anyone touches real files.

Bring us one workflow