Blog
Insights, tips, and strategies from industry leaders and the F2 team (formerly Arc Intelligence).
Introducing F2: The AI Platform for Private Markets Investors
Private markets are bottlenecked by outdated workflows and obsolete technology. Teams spend nights buried in data rooms and spreadsheets, burning out on low-leverage work while trillions in dry powder sit idle.
F2 changes that. Purpose-built for private markets, F2 transforms messy, unstructured deal materials into structured, audit-ready insights in minutes. Already trusted by leading private credit funds, commercial banks, and PE firms, F2 is helping investors compress diligence cycles, underwrite faster, and deploy more capital with precision — without adding headcount.
Backed by $10M in new funding, we’re building the AI-native future of private markets.
Don Muir
CEO & Co-Founder
How automated financial spreading works in private markets
Stop moving data from PDFs to Excel and start evaluating credit risk. Learn how agentic AI reasoning eliminates the manual "grunt work" of private market spreading by interpreting complex Excel formulas and normalizing messy borrower financials with institutional-grade precision.
F2
Team
Why generic LLMs fail at financial spreading (+ alternatives)
General-purpose AI treats spreadsheets like flat text, missing the critical formula logic and cross-sheet dependencies required for institutional underwriting. Discover why F2’s deterministic calculation engine and Excel Intelligence layer are the only viable alternatives for error-free financial spreading.
F2
Team
Solving the messy data problem: How AI normalizes private company financials
Unstandardized borrower data room materials are the single biggest barrier to underwriting at scale. Learn how F2 utilizes agentic normalization to act as an intelligent translation layer, converting mismatched PDFs and broken Excel models into structured, investor-ready insights.
F2
Team
Accelerating the downstream analysis: From spread to IC-ready memo
Bridging the manual gap between Excel models and Word documents is the "last mile" of underwriting efficiency. Discover how F2 treats Investment Committee memos as live extensions of your financial spreads, ensuring every narrative, table, and chart stays in sync with your latest data.
F2
Team
AI for due diligence: How private equity analysts summarize data rooms in minutes
Private equity analysts spend hours reviewing data rooms across financial, legal, and commercial documents. Discover how AI due diligence ingests folder hierarchies, extracts customer KPIs, and identifies contract risks—turning unstructured data into investment conviction in minutes.
F2
Team
AI for credit analysis: Automated financial analysis, risk flagging, and borrower evaluation
Private credit deals require bespoke financial analysis, involving complex EBITDA adjustments and covenant designs. Learn how AI automates spreading, validates addbacks, and tests covenant structures by interpreting complex Excel formulas and borrower documents with audit-grade precision.
F2
Team
AI for commercial loan underwriting: How underwriting teams can accelerate decisions with greater conviction
Streamline commercial loan underwriting by automating the reconstruction of borrower and guarantor financials. See how AI handles multi-entity ownership chains, analyzes rent rolls and AR aging, and produces audit-ready credit memos for C&I and CRE deals.
F2
Team
The complete guide to AI underwriting for middle market lenders
Modern underwriting often breaks down due to volume, variability, and complex data. This guide details how "agentic" AI workflows automate financial spreading, structure messy data rooms, and draft IC-ready memos, enabling credit teams to accelerate deal decisions by up to 75% .
F2
Team
Introducing F2 2.0: The Next Generation of Financial Intelligence
F2 2.0 marks a major leap forward in financial intelligence for private markets investors. Built on insights from thousands of deals, the latest release introduces advanced Excel Intelligence, full-context analysis, and enterprise-grade collaboration—all designed to help deal teams move from data room to decision with greater speed, accuracy, and conviction.
Explore how F2 2.0 eliminates the trade-off between speed and rigor, delivering true audit-ready AI for the models investors rely on every day.
Emre Kazdagli
CTO of F2 (Formerly Arc Intelligence)
How Private Credit Teams use F2 to do Better Deals, Faster
In today’s private credit market, speed wins deals, but only if you know exactly what you’re buying. F2 helps firms eliminate the tradeoff between speed and diligence by combining AI-powered data ingestion, deep financial modeling, and instant benchmarking in one platform.
From screening massive data rooms to running scenario analyses and generating IC-ready memos, F2 lets credit teams move first and stay confident in every number.
The result: faster term sheets, smarter underwriting, and deal decisions backed by defensible, source-linked analysis.F2 gives modern private credit investors an unfair speed advantage, without compromising rigor.
F2
Team
