01
Private credit
Read credit agreements, borrower reporting, amendments and security documents together. Extract covenants, conditions and exceptions with the governing passage attached.
Credit papers · covenant review · portfolio monitoring
Financial Services / Private Intelligence
Private intelligence for deals, portfolios and regulated decisions
Sanctum Lex gives financial institutions a governed environment for analysing confidential transaction materials, monitoring obligations, preparing committee work and challenging material decisions without surrendering the information boundary.
Designed around the decision
One governed architecture. A financial-services operating environment.
The financial-services environment shares Sanctum Lex's sovereign infrastructure, not a repurposed legal interface. Deals, mandates, portfolios, committee review and institutional work product use their own language and workflows.
02
Private equity and funds
Interrogate data rooms, fund documents and side letters without separating the investment thesis from the record on which it depends.
Deal diligence · IC memoranda · side-letter obligations
03
Asset management
Map mandate restrictions, internal policy and supporting evidence to the portfolios and entities they govern, inside one controlled workspace.
Mandate review · policy mapping · examination response
Financial intelligence
From confidential record to defensible decision
Each workflow begins with the institution's own material and preserves the link between the conclusion, the review and the underlying source.
Deal intelligence
Interrogate transaction documents, financial materials and data-room records as one source-linked deal corpus.
Covenant intelligence
Structure thresholds, reporting duties, conditions precedent, waivers and amendment history without losing the original language.
Investment Committee Review
Challenge the investment thesis, identify unsupported assumptions and prepare the questions a committee is likely to raise.
Counterparty Review
Re-examine a position from the lender, borrower, buyer, seller or regulator perspective before it reaches the other side.
Portfolio obligation monitoring
Turn mandates, side letters and agreements into an auditable register of restrictions, dates, obligations and exceptions.
Institutional drafting
Produce editable credit memoranda, investment papers, risk summaries and board-ready Word or PDF work product from the governed record.
Controlled decision flow
The record remains attached to the work.
Analysis is not the end product. Sanctum Lex carries approved findings into reviewable institutional work without breaking provenance or rebuilding context between tools.
- 01
Assemble
Bring the approved deal, portfolio or mandate materials into a dedicated institutional workspace.
- 02
Interrogate
Ask across the record and return findings with the supporting passage and document location attached.
- 03
Challenge
Run Investment Committee, Counterparty or Risk Committee review against the same controlled record.
- 04
Deliver
Turn accepted findings into committee-ready Word or PDF work product with an auditable history.
Governed by the institution
Financial intelligence without surrendering the information boundary
Sanctum Lex is designed to fit the institution's approved identity, deployment, model, retention and export policies rather than creating a separate uncontrolled AI channel.
Review the architecture- SLSingle-tenant and private-perimeter deployment options
- SLClient-defined model routing and approved-provider policies
- SLConfigurable data residency and retention controls
- SLNo cross-institution pooling of confidential content
- SLSSO, SCIM and role-based access
- SLInformation barriers across deals, funds and teams
- SLSource lineage for retrievals, findings and generated work
- SLControlled export, audit and administrative policy
Institutional by design
- Source-linked
- Findings remain connected to the document and passage that support them
- Single-tenant
- A dedicated environment with institution-defined access and policy
- Policy-controlled
- Model, retention and export behaviour governed administratively
- Work-ready
- Committee papers, memoranda and reports delivered as Word or PDF
Purpose-built by operating context
Looking for the law-firm environment?
Bring one sensitive decision and one hard governance question.
We will show how Sanctum Lex structures the record, challenges the position and fits the deployment boundary your institution requires.