Primary Intelligence on the Signals That Matter to Credit

Assess risk and opportunity in real-time, using structured primary evidence on company momentum, customer stickiness, and competitive positioning.

Built for credit

Intelligence Framed Around Real-Time Customer Demand Momentum

Customer stickiness, turnaround momentum, and diligence structured based on real-time expert intelligence.

Measure Customer Stickiness as a credit signal

Assess whether a company's customer base is loyal or quietly at-risk, not from management presentations, but from structured conversations with the customers themselves.

Turnaround momentum before it shows in the numbers

Track whether customer sentiment is improving or deteriorating ahead of financial results. Surface leading indicators of recovery or distress before they appear in covenant tests or lender calls.

Zero in on recent wins, upsells, new products, and losses

Track critical company performance events in real-time to identify emerging winners, new product adoption, and potential red flags.

HOW QUALITATE HELPS

Your Workflow, One Integrated Platform

Qualitate deploys the world’s smartest AI moderator, powered by tens of thousands of proprietary expert conversations, to conduct expert interviews on your behalf.

Idea Generation

Chat functionality, metrics tables, and advanced filtering to quickly identify areas of opportunity and risk.

Thematic & Macro Trends

Compare hundreds of technology markets and frameworks to evaluate fragmentation, penetration, spend, criticality, drivers, and more.

Competitive Win/Loss Tracking

See which competitors are displacing your target companies — and vice versa.

Company Benchmarking

Analyze thousands of private companies using dozens of usage and engagement metrics, including customer spend, churn, market share, and product-market fit.

Checks & Bottom-Up Due Diligence

Perform custom checks at scale using Qualitate’s AI Moderator, or leverage our real-time intelligence database and pre-built dashboards.

Portfolio Monitoring & Company Tracker

Proactively track how portfolio companies are performing using watchlists, notifications, and tailored homepages to keep you updated when sentiment shifts.

This is the best use of generative AI I’ve seen. The ability to quantitatively measure gain and loss share across products at this scale has minimized our investment risk.
PRINCIPAL
Private Credit, $45 Billion+ AUM

Diligence that used to take months. Delivered in days.

See how Qualitate gives investment and strategy teams an unfair intelligence advantage.