F2 growth playbook

Match each page to the proof from its own segment. Private credit: the Golub Capital quote and partnership line, the Decathlon numbers (2,753+ files, 128 reports, diligence tasks cut 25–50%) and a strip reading "100+ private credit funds and commercial banks, $400B+ in customer assets". Commercial banking: replace the Christmas quote with the named Live Oak Bank quote and show the Live Oak Bank and Western Alliance Bank logos. Private equity: the Siguler Guff and Monarch logos and the $65B fund quote, with its firm named if it agrees. Put one proof block above the fold, directly under the headline, and repeat it next to the final "Book a demo" form. Point AE and BDR emails and paid ads at these pages rather than the homepage.

Enterprise credit buyers sign seven-figure contracts and answer to a committee. Proof from a peer they recognize, in their own segment, is the fastest way to lower that risk. Here the proof already exists and has been cleared for public use, so this is mostly a matter of moving it.

/private-credit
[ ] Golub Capital co-CEO quote + "$5M strategic partnership" line
[ ] Decathlon Capital: 2,753+ files, 128 reports, diligence tasks cut 25–50%
[ ] "100+ private credit funds and commercial banks · $400B+ in customer assets · 15,000+ deals"

/commercial-banking
[ ] Live Oak Bank Managing Director quote (replaces the anonymous Christmas quote)
[ ] Live Oak Bank and Western Alliance Bank logos

/private-equity
[ ] Siguler Guff and Monarch Alternative Capital logos
[ ] $65B fund quote, named if cleared

All pages
[ ] Same block repeated beside the closing demo form
[ ] Link to the case study hub

• A customer does not want its logo on a segment page

  Ask first and use the traction numbers where a logo is not cleared.

• Too much proof clutters the hero

  One quote, one number strip and logos; move the rest lower.

• Your websitePrivate credit page ("AI Underwriting Platform for Private Credit Teams", updated October 4, 2026): "Evaluate more deals. Move faster with conviction."; "opportunity to IC memo 75% faster"; analysts spend "~70%" of their time extracting and reconciling data; "95.25% accuracy on SpreadsheetBench Verified"; modules for screening, underwriting, IC preparation and portfolio monitoring. No customer logo, name, quote or count anywhere on the page.Source
• Your websiteCommercial banking page: "Get to a credit decision 75% faster. Without compromising auditability."; integrations named: Moody's, S&P, SharePoint and loan origination systems. Its only proof is an anonymous quote from a VP at a "Top 40 US Commercial Bank": "I used this all of Christmas and it helped me a ton." The private equity page (/private-equity) has one anonymous quote from a Director at a "$65B AUM" fund. Neither page shows a logo.Source
• Your websiteHomepage (checked November 9, 2026): H1 "The agentic operating system for global credit." (it was "The AI platform for private markets investors" a year ago); five customer logos (Siguler Guff, Western Alliance Bank, Golub Capital, Live Oak Bank, Monarch Alternative Capital) and one testimonial, from Golub Capital's co-CEO; "5x Faster"; "SOC 2 Type II and GDPR Compliant"; "Zero data retention. Zero model training."; two ways to start, "Enterprise Rollout" and "Rapid Rollout" ("No integrations required to begin"); no customer count and no pricing.Source
• Your websiteBlog post by the CEO (June 10, 2026): "100+ private credit funds and commercial banks"; monthly active users "up 650%" this year; "$400B+" in assets managed by customers; deals analyzed up 10x to "more than 15,000"; "roughly 5x throughput"; $24M total equity including a $14M seed led by HighlandX; Portfolio Monitoring "coming soon"; customers across North America, the UK, Europe and Asia; teams in New York, San Francisco and London; a Live Oak Bank Managing Director: "F2 is the rare tool that actually delivers on the promise of efficiency."Source
• Your websiteCase studies: the hub lists one story, Decathlon Capital (private credit). The card says "2,753+" files uploaded, "128" reports and "Diligence task reduction: 50%"; the story itself says certain tasks fall "roughly 25–50%" depending on the deal, with five active users in the first four months. Next steps named: portfolio monitoring and historical benchmarking; Decathlon is a design partner for Institutional Knowledge.Source

Add one line under the logo strip: "Used by 100+ private credit funds and commercial banks · $400B+ in customer assets · 15,000+ deals analyzed", with the date the numbers were last updated. Use the same line in the page description, on LinkedIn and X, and in the email signature for sales. Refresh it every quarter.

Scale is a shortcut for risk. A count that is close to the leader's stops the comparison from being lopsided, and F2 has already published the numbers.

• Numbers go stale

  Show an "as of" date and put the quarterly refresh in the calendar.

• Your websiteHomepage (checked November 9, 2026): H1 "The agentic operating system for global credit." (it was "The AI platform for private markets investors" a year ago); five customer logos (Siguler Guff, Western Alliance Bank, Golub Capital, Live Oak Bank, Monarch Alternative Capital) and one testimonial, from Golub Capital's co-CEO; "5x Faster"; "SOC 2 Type II and GDPR Compliant"; "Zero data retention. Zero model training."; two ways to start, "Enterprise Rollout" and "Rapid Rollout" ("No integrations required to begin"); no customer count and no pricing.Source
• Your websiteBlog post by the CEO (June 10, 2026): "100+ private credit funds and commercial banks"; monthly active users "up 650%" this year; "$400B+" in assets managed by customers; deals analyzed up 10x to "more than 15,000"; "roughly 5x throughput"; $24M total equity including a $14M seed led by HighlandX; Portfolio Monitoring "coming soon"; customers across North America, the UK, Europe and Asia; teams in New York, San Francisco and London; a Live Oak Bank Managing Director: "F2 is the rare tool that actually delivers on the promise of efficiency."Source
• Competitor researchRivals' own homepages: Rogo, "AI for the most ambitious firms in finance", "Trusted by 450+ of the leading firms in finance" with 60K bankers and investors and named clients; Hebbia, "Institutional Intelligence" with bank and law-firm logos; BlueFlame, "Datasite's AI agent for M&A" for private equity, investment banks and private credit, "3x Faster on VDR analysis".See the research Source

Keep the single email field, but add one choice after it: private credit fund, commercial bank, or private equity, plus "Enterprise" or "Rapid Rollout". Under the form, state the next step in plain words: "A credit specialist replies within one business day and runs the demo on a sample deal like yours." Add the logo strip and one segment quote. Route each answer to the matching AE in HubSpot.

Senior credit buyers abandon forms that feel like a black box. A clear promise and visible proof reduce the drop-off, and routing gets the right AE on the first call.

• An extra step lowers completions

  Ask the firm type after the email is captured, so the lead is kept either way.

• Your websiteDemo page: a single "Work email" field and a "Continue" button under "Request your demo"; four feature bullets; no logo, quote or number; nothing says what happens after the email is sent or how soon someone replies.Source
• Your websiteHomepage (checked November 9, 2026): H1 "The agentic operating system for global credit." (it was "The AI platform for private markets investors" a year ago); five customer logos (Siguler Guff, Western Alliance Bank, Golub Capital, Live Oak Bank, Monarch Alternative Capital) and one testimonial, from Golub Capital's co-CEO; "5x Faster"; "SOC 2 Type II and GDPR Compliant"; "Zero data retention. Zero model training."; two ways to start, "Enterprise Rollout" and "Rapid Rollout" ("No integrations required to begin"); no customer count and no pricing.Source
• HiringBusiness Development Representative, Private Equity/Private Credit (New York, posted February 11, 2026): "pipeline creation within commercial banks"; qualifies inbound from GPs, lenders and deal teams and runs outbound with Mid-Market and Enterprise AEs; measured on "qualified meetings set and pipeline created"; the post still refers to "Arc's differentiated AI offering".Source

Choose one headline claim, define it (which workflow, measured from what to what, on how many deals), and publish a short "How we measure speed" note linked from every page that uses it. Show the range honestly, for example "25–50% on full diligence, up to 5x on screening", and change the Decathlon card to match its story.

A claim with a stated method reads as evidence. Without one, an auditable-AI company is asking people to trust a number it cannot trace.

• The honest range looks less exciting

  Lead with the workflow where the gain is largest and show the method.

• Your websiteHomepage (checked November 9, 2026): H1 "The agentic operating system for global credit." (it was "The AI platform for private markets investors" a year ago); five customer logos (Siguler Guff, Western Alliance Bank, Golub Capital, Live Oak Bank, Monarch Alternative Capital) and one testimonial, from Golub Capital's co-CEO; "5x Faster"; "SOC 2 Type II and GDPR Compliant"; "Zero data retention. Zero model training."; two ways to start, "Enterprise Rollout" and "Rapid Rollout" ("No integrations required to begin"); no customer count and no pricing.Source
• Your websitePrivate credit page ("AI Underwriting Platform for Private Credit Teams", updated October 4, 2026): "Evaluate more deals. Move faster with conviction."; "opportunity to IC memo 75% faster"; analysts spend "~70%" of their time extracting and reconciling data; "95.25% accuracy on SpreadsheetBench Verified"; modules for screening, underwriting, IC preparation and portfolio monitoring. No customer logo, name, quote or count anywhere on the page.Source
• Your websiteAdam page: "Adam 2.0 — The AI Deal Agent for Global Credit"; "5x Faster Underwriting"; "What used to take a week now takes 30 minutes"; "Onboard in 48 hours"; "Unlimited usage from day one"; quotes from Golub Capital's co-CEO and a Live Oak Bank Managing Director; no pricing or trial.Source
• Your websiteCase studies: the hub lists one story, Decathlon Capital (private credit). The card says "2,753+" files uploaded, "128" reports and "Diligence task reduction: 50%"; the story itself says certain tasks fall "roughly 25–50%" depending on the deal, with five active users in the first four months. Next steps named: portfolio monitoring and historical benchmarking; Decathlon is a design partner for Institutional Knowledge.Source

Search every open job post, the careers page and the site for "Arc" and replace it with F2, except in the newsroom, where a one-line note should explain the spin-out ("F2 was built inside Arc and spun out in 2025"). Add the same line to the About copy so buyers who find old Arc articles understand the link.

One consistent name helps recruiting, search and buyer trust. A short spin-out note turns old Arc coverage into history rather than confusion.

• Losing the link to Arc's earlier coverage

  Keep the Arc items in the newsroom with the explanation.

• HiringBusiness Development Representative, Private Equity/Private Credit (New York, posted February 11, 2026): "pipeline creation within commercial banks"; qualifies inbound from GPs, lenders and deal teams and runs outbound with Mid-Market and Enterprise AEs; measured on "qualified meetings set and pipeline created"; the post still refers to "Arc's differentiated AI offering".Source
• Your websiteNewsroom: Golub Capital strategic partnership and $5 million investment (September 28, 2026); "F2 raises $14M for private credit platform" (June 10, 2026); Audit Mode launch (February 17, 2026); "F2 Spins Out of Arc with $10 Million Equity Round" (September 16, 2025); Forbes "The 50 Hottest Fintech Startups In 2025"; older items under the Arc name.Source

For each launch page, add a short text summary under the video or visual: what the feature does, who it is for, one customer result and a demo link, plus the transcript if there is a video. Pages that duplicate a newer one should redirect to it (for example, two Sheets pages to one Excel page).

Text makes the pages findable for searches like "AI for credit spreading in Excel" and gives AI assistants something accurate to quote.

• Redirects lose existing links

  Point each redirect at the closest current page.

• Your websiteLaunch pages: the readable text of /sheets-f2 and /deal-intelligence-demo is only the page title, the navigation and the footer; neither describes the product in text.Source
• Your websiteSitemap (90 URLs, checked November 9, 2026): 43 blog posts, 28 glossary terms and 1 case study; comparison posts against Hebbia, Rogo, BlueFlame, Model ML and Ellis AI live inside the blog; launch pages such as /sheets-f2, /sheets-launch, /plan-mode, /audit-mode-launch, /introducing-agent and /deal-intelligence-demo; no integrations, pricing, security or UK/Europe page; glossary last updated June 25, 2026; a screening memo template exists only as a blog post (/blog/private-credit-screening-memo-template).Source

Write four new stories in the Decathlon format (problem, rollout, numbers, next steps): Golub Capital (private credit at scale), Live Oak Bank (commercial banking), one PE firm, and one non-US customer. Each AI Deployment Strategist proposes one story from their portfolio each quarter. Tag stories by segment so idea 1's pages can link to them.

Committees want a peer who looks like them. Five stories across credit funds, banks and PE give every buyer a match.

• Banks are slow to approve

  Offer an anonymized version with segment and size while approval runs.

• #1 Put the proof you already have (Golub Capital, Live Oak Bank, Decathlon, 100+ funds and banks) on the private credit, banking and PE pages that show none

• Your websiteCase studies: the hub lists one story, Decathlon Capital (private credit). The card says "2,753+" files uploaded, "128" reports and "Diligence task reduction: 50%"; the story itself says certain tasks fall "roughly 25–50%" depending on the deal, with five active users in the first four months. Next steps named: portfolio monitoring and historical benchmarking; Decathlon is a design partner for Institutional Knowledge.Source
• PressGolub Capital (over $90bn under management) invested $5m in F2 and will run screening, diligence, underwriting and portfolio monitoring on an F2 platform built on its own data; it also launched a "Global Credit AI Council", an invitation-only forum for senior executives from a small number of private markets firms, chaired by Golub's co-CEO. The article adds that smaller credit firms are moving quickly into agentic AI while larger ones are slower because of data and compliance concerns.Source
• Your websiteBlog post by the CEO (June 10, 2026): "100+ private credit funds and commercial banks"; monthly active users "up 650%" this year; "$400B+" in assets managed by customers; deals analyzed up 10x to "more than 15,000"; "roughly 5x throughput"; $24M total equity including a $14M seed led by HighlandX; Portfolio Monitoring "coming soon"; customers across North America, the UK, Europe and Asia; teams in New York, San Francisco and London; a Live Oak Bank Managing Director: "F2 is the rare tool that actually delivers on the promise of efficiency."Source
• Your websiteAdam page: "Adam 2.0 — The AI Deal Agent for Global Credit"; "5x Faster Underwriting"; "What used to take a week now takes 30 minutes"; "Onboard in 48 hours"; "Unlimited usage from day one"; quotes from Golub Capital's co-CEO and a Live Oak Bank Managing Director; no pricing or trial.Source

Begin with two partner types that touch every credit deal: fund administrators (who already hold borrower reporting, a natural fit for Portfolio Monitoring) and finance law firms (who draft the credit agreements F2 reads). Offer a referral fee, a joint "AI-ready credit process" briefing for their clients, and a data integration where it fits. Publish a partner page so partners have something to send.

A trusted adviser's introduction shortens the compliance conversation, and these partners meet new funds and banks every week.

• Channel conflict with direct sales

  Agree account ownership rules before the first referral.

• HiringHead of Partnerships (New York, posted October 6, 2026, $200K–$250K): builds partnerships with "consulting firms, law firms, fund service providers, technology and data companies, and industry associations" through referral, reseller, co-sell, integration and data agreements, with reporting on partner pipeline, adoption and performance.Source
• PressGolub Capital (over $90bn under management) invested $5m in F2 and will run screening, diligence, underwriting and portfolio monitoring on an F2 platform built on its own data; it also launched a "Global Credit AI Council", an invitation-only forum for senior executives from a small number of private markets firms, chaired by Golub's co-CEO. The article adds that smaller credit firms are moving quickly into agentic AI while larger ones are slower because of data and compliance concerns.Source

Review every tag with marketing and decide its owner and purpose. Remove tags no campaign uses (check whether Facebook ads still run), load the rest after the first interaction or through a single tag manager container, and avoid running the same analytics twice. Then re-test INP.

Fewer and later scripts free the main thread, so clicks on "Book a demo" respond at once. It also makes clear who owns each tag.

• Losing attribution data

  Keep one analytics and one CRM tag, and confirm reports still fill.

• PageSpeedHomepage, mobile score 40 and desktop 75; real visitors fail Core Web Vitals on INP (489 ms) while LCP (2.2 s) and CLS (0) pass; lab mobile LCP 11.7 s; 2.3 MB page with 1.9 MB of JavaScript; 14 third-party services (851 KB), the largest a Facebook tag (282 KB, 360 ms blocking), HubSpot (280 KB) and Google Tag Manager (163 KB, 252 ms blocking); about 541 KB of unused JavaScript.Source

Create /compare with one page per rival. Each page gets a "last checked" date, the feature matrix, a customer quote from a firm that evaluated both, and F2's "Unlimited usage" point against token-based pricing. Keep the fair tone of the existing posts ("more complementary than competitive"). Link the hub from the main navigation and from the segment pages.

Comparison searches come from buyers who are already shortlisting. Dated pages with proof convert better and are what AI assistants quote.

• Outdated claims about rivals

  Date every page and cite the rival's own site.

• Your websiteComparison post "F2 vs. Hebbia" (March 11, 2026): a feature matrix and the verdict "more complementary than competitive", but no customer proof and no pricing; the newest comparisons (Model ML, Ellis AI) date from August 2026.Source
• Your websiteSitemap (90 URLs, checked November 9, 2026): 43 blog posts, 28 glossary terms and 1 case study; comparison posts against Hebbia, Rogo, BlueFlame, Model ML and Ellis AI live inside the blog; launch pages such as /sheets-f2, /sheets-launch, /plan-mode, /audit-mode-launch, /introducing-agent and /deal-intelligence-demo; no integrations, pricing, security or UK/Europe page; glossary last updated June 25, 2026; a screening memo template exists only as a blog post (/blog/private-credit-screening-memo-template).Source
• Competitor researchRivals' own homepages: Rogo, "AI for the most ambitious firms in finance", "Trusted by 450+ of the leading firms in finance" with 60K bankers and investors and named clients; Hebbia, "Institutional Intelligence" with bank and law-firm logos; BlueFlame, "Datasite's AI agent for M&A" for private equity, investment banks and private credit, "3x Faster on VDR analysis".See the research Source

Define three expansion triggers per account: files uploaded per user passing a threshold, a second team (for example portfolio management) logging in, and repeated requests for features on the roadmap. Each trigger opens a task for the strategist with a ready-made business case. Each one also proposes the next module (Institutional Knowledge, Portfolio Monitoring) or more seats.

Expansion offers land best when the customer has just felt the value. Triggers replace calendar-based upsell calls.

• Customers feel watched

  Frame it as a usage review and share the data with them.

• HiringAI Deployment Strategist (New York) and Forward Deployed Engineer (New York, posted July 1, 2026): the strategist owns client portfolios, runs trials with AEs and watches usage trends to time upsell and expansion; the engineer embeds with "strategic Private Credit customers", builds connectors to data rooms and document systems and turns one-off work into platform capabilities, delivering value "in days, not quarters".Source
• Your websiteCase studies: the hub lists one story, Decathlon Capital (private credit). The card says "2,753+" files uploaded, "128" reports and "Diligence task reduction: 50%"; the story itself says certain tasks fall "roughly 25–50%" depending on the deal, with five active users in the first four months. Next steps named: portfolio monitoring and historical benchmarking; Decathlon is a design partner for Institutional Knowledge.Source
• Your websiteBlog post by the CEO (June 10, 2026): "100+ private credit funds and commercial banks"; monthly active users "up 650%" this year; "$400B+" in assets managed by customers; deals analyzed up 10x to "more than 15,000"; "roughly 5x throughput"; $24M total equity including a $14M seed led by HighlandX; Portfolio Monitoring "coming soon"; customers across North America, the UK, Europe and Asia; teams in New York, San Francisco and London; a Live Oak Bank Managing Director: "F2 is the rare tool that actually delivers on the promise of efficiency."Source

Build /integrations listing each supported data room, document system, data provider and loan origination system, with a status (live, in beta, on request) and a short note on how the data flows. Each new connector built in the field gets an entry. Link it from the segment pages and the security pack (idea 15).

"Does it work with our systems?" is an early blocker in bank deals. A public list answers it before the call and shows the product is getting deeper.

• Listing a custom connector as generally available

  Use clear status labels.

• Your websiteCommercial banking page: "Get to a credit decision 75% faster. Without compromising auditability."; integrations named: Moody's, S&P, SharePoint and loan origination systems. Its only proof is an anonymous quote from a VP at a "Top 40 US Commercial Bank": "I used this all of Christmas and it helped me a ton." The private equity page (/private-equity) has one anonymous quote from a Director at a "$65B AUM" fund. Neither page shows a logo.Source
• HiringAI Deployment Strategist (New York) and Forward Deployed Engineer (New York, posted July 1, 2026): the strategist owns client portfolios, runs trials with AEs and watches usage trends to time upsell and expansion; the engineer embeds with "strategic Private Credit customers", builds connectors to data rooms and document systems and turns one-off work into platform capabilities, delivering value "in days, not quarters".Source
• Your websiteSitemap (90 URLs, checked November 9, 2026): 43 blog posts, 28 glossary terms and 1 case study; comparison posts against Hebbia, Rogo, BlueFlame, Model ML and Ellis AI live inside the blog; launch pages such as /sheets-f2, /sheets-launch, /plan-mode, /audit-mode-launch, /introducing-agent and /deal-intelligence-demo; no integrations, pricing, security or UK/Europe page; glossary last updated June 25, 2026; a screening memo template exists only as a blog post (/blog/private-credit-screening-memo-template).Source

Build a commercial bank outbound play around one concrete offer: a 90-minute working session where F2 spreads one of the bank's anonymized past credits and drafts the credit memo on the bank's template, live. Outreach goes to senior credit officers and group heads, opens with the Live Oak Bank quote, and links to the banking page once idea 1 is done.

Bank credit officers trust what they see on their own files more than a generic demo, and a named peer bank lowers the risk of saying yes.

• Banks cannot share files before a contract

  Offer to use a public filing or a sample borrower in the bank's format.

• #1 Put the proof you already have (Golub Capital, Live Oak Bank, Decathlon, 100+ funds and banks) on the private credit, banking and PE pages that show none

• HiringEnterprise Account Executive (New York, posted May 5, 2026): full-cycle sales to commercial banks, investment banks and private credit institutions; buyers are Managing Directors, Group Heads and senior credit officers; "seven-figure contract values"; feeds market signals into pricing and the commercial banking roadmap; OTE $250K–$450K.Source
• HiringBusiness Development Representative, Private Equity/Private Credit (New York, posted February 11, 2026): "pipeline creation within commercial banks"; qualifies inbound from GPs, lenders and deal teams and runs outbound with Mid-Market and Enterprise AEs; measured on "qualified meetings set and pipeline created"; the post still refers to "Arc's differentiated AI offering".Source
• Your websiteCommercial banking page: "Get to a credit decision 75% faster. Without compromising auditability."; integrations named: Moody's, S&P, SharePoint and loan origination systems. Its only proof is an anonymous quote from a VP at a "Top 40 US Commercial Bank": "I used this all of Christmas and it helped me a ton." The private equity page (/private-equity) has one anonymous quote from a Director at a "$65B AUM" fund. Neither page shows a logo.Source
• Your websiteBlog post by the CEO (June 10, 2026): "100+ private credit funds and commercial banks"; monthly active users "up 650%" this year; "$400B+" in assets managed by customers; deals analyzed up 10x to "more than 15,000"; "roughly 5x throughput"; $24M total equity including a $14M seed led by HighlandX; Portfolio Monitoring "coming soon"; customers across North America, the UK, Europe and Asia; teams in New York, San Francisco and London; a Live Oak Bank Managing Director: "F2 is the rare tool that actually delivers on the promise of efficiency."Source

Make the first step of every Rapid Rollout "bring one closed deal": the team uploads the data room for a credit it has already approved. F2 produces the screening memo, spreads and IC memo draft, and the team compares them with what it actually wrote, scoring time saved and anything F2 found that the team missed. The strategist writes up the comparison as the internal business case.

Evaluators trust results they can check against their own work, and the write-up gives the champion a ready-made case for the committee.

• The old deal's files are incomplete

  Let the team pick a deal with a full data room.

• Your websiteHomepage (checked November 9, 2026): H1 "The agentic operating system for global credit." (it was "The AI platform for private markets investors" a year ago); five customer logos (Siguler Guff, Western Alliance Bank, Golub Capital, Live Oak Bank, Monarch Alternative Capital) and one testimonial, from Golub Capital's co-CEO; "5x Faster"; "SOC 2 Type II and GDPR Compliant"; "Zero data retention. Zero model training."; two ways to start, "Enterprise Rollout" and "Rapid Rollout" ("No integrations required to begin"); no customer count and no pricing.Source
• Your websiteAdam page: "Adam 2.0 — The AI Deal Agent for Global Credit"; "5x Faster Underwriting"; "What used to take a week now takes 30 minutes"; "Onboard in 48 hours"; "Unlimited usage from day one"; quotes from Golub Capital's co-CEO and a Live Oak Bank Managing Director; no pricing or trial.Source
• Your websiteCase studies: the hub lists one story, Decathlon Capital (private credit). The card says "2,753+" files uploaded, "128" reports and "Diligence task reduction: 50%"; the story itself says certain tasks fall "roughly 25–50%" depending on the deal, with five active users in the first four months. Next steps named: portfolio monitoring and historical benchmarking; Decathlon is a design partner for Institutional Knowledge.Source

Build one pack, available through the Trust Center: the SOC 2 Type II report on request, a pre-filled standard security questionnaire, a data-flow diagram showing where documents go and how zero retention works, an explanation of how audit trails support model-risk review, and a public summary page on f2.ai. AEs send it after the first meeting, before the bank's vendor-risk team asks.

Vendor-risk review is often the longest stage of a bank deal. Answering it up front shortens the cycle and shows that F2 understands how banks buy.

• Oversharing sensitive details

  Keep detailed documents behind the Trust Center's access request.

• Your websiteHomepage (checked November 9, 2026): H1 "The agentic operating system for global credit." (it was "The AI platform for private markets investors" a year ago); five customer logos (Siguler Guff, Western Alliance Bank, Golub Capital, Live Oak Bank, Monarch Alternative Capital) and one testimonial, from Golub Capital's co-CEO; "5x Faster"; "SOC 2 Type II and GDPR Compliant"; "Zero data retention. Zero model training."; two ways to start, "Enterprise Rollout" and "Rapid Rollout" ("No integrations required to begin"); no customer count and no pricing.Source
• HiringEnterprise Account Executive (New York, posted May 5, 2026): full-cycle sales to commercial banks, investment banks and private credit institutions; buyers are Managing Directors, Group Heads and senior credit officers; "seven-figure contract values"; feeds market signals into pricing and the commercial banking roadmap; OTE $250K–$450K.Source
• PressGolub Capital (over $90bn under management) invested $5m in F2 and will run screening, diligence, underwriting and portfolio monitoring on an F2 platform built on its own data; it also launched a "Global Credit AI Council", an invitation-only forum for senior executives from a small number of private markets firms, chaired by Golub's co-CEO. The article adds that smaller credit firms are moving quickly into agentic AI while larger ones are slower because of data and compliance concerns.Source

Publish /uk-europe (or /private-credit/europe) with European proof (a customer quote or logo if cleared), the GDPR and zero-retention points stated plainly, examples in GBP and EUR, and a demo route to the London team. Use it for London events and outbound to European funds.

Buyers outside the US look for signs that a vendor supports their market. One page with local proof and a local contact removes that doubt.

• Too little European proof

  Start with the London team and an anonymized European quote.

• Your websiteBlog post by the CEO (June 10, 2026): "100+ private credit funds and commercial banks"; monthly active users "up 650%" this year; "$400B+" in assets managed by customers; deals analyzed up 10x to "more than 15,000"; "roughly 5x throughput"; $24M total equity including a $14M seed led by HighlandX; Portfolio Monitoring "coming soon"; customers across North America, the UK, Europe and Asia; teams in New York, San Francisco and London; a Live Oak Bank Managing Director: "F2 is the rare tool that actually delivers on the promise of efficiency."Source
• Your websiteSitemap (90 URLs, checked November 9, 2026): 43 blog posts, 28 glossary terms and 1 case study; comparison posts against Hebbia, Rogo, BlueFlame, Model ML and Ellis AI live inside the blog; launch pages such as /sheets-f2, /sheets-launch, /plan-mode, /audit-mode-launch, /introducing-agent and /deal-intelligence-demo; no integrations, pricing, security or UK/Europe page; glossary last updated June 25, 2026; a screening memo template exists only as a blog post (/blog/private-credit-screening-memo-template).Source

Offer the screening memo, an IC memo outline and a covenant tracker as Excel and Word downloads in exchange for a work email. Each download starts a short HubSpot sequence: how to fill it in, how F2 fills it automatically from a data room, and an invitation to the closed-deal pilot (idea 14). BDRs follow up with downloads from target firms.

Templates reach the analysts and associates who do the work and later champion the tool, earlier than any demo request would.

• Students and job seekers download

  Score leads by firm domain before BDR follow-up.

• #14 Start every Rapid Rollout on a deal the firm has already closed, and compare against its real memo

• Your websiteSitemap (90 URLs, checked November 9, 2026): 43 blog posts, 28 glossary terms and 1 case study; comparison posts against Hebbia, Rogo, BlueFlame, Model ML and Ellis AI live inside the blog; launch pages such as /sheets-f2, /sheets-launch, /plan-mode, /audit-mode-launch, /introducing-agent and /deal-intelligence-demo; no integrations, pricing, security or UK/Europe page; glossary last updated June 25, 2026; a screening memo template exists only as a blog post (/blog/private-credit-screening-memo-template).Source
• HiringBusiness Development Representative, Private Equity/Private Credit (New York, posted February 11, 2026): "pipeline creation within commercial banks"; qualifies inbound from GPs, lenders and deal teams and runs outbound with Mid-Market and Enterprise AEs; measured on "qualified meetings set and pipeline created"; the post still refers to "Arc's differentiated AI offering".Source

Recruit four or five design partners (starting with customers that have already asked for it), build covenant tracking and borrower reporting with them, and launch publicly with their results: covenants tracked, hours saved per reporting cycle, early warnings caught. Price it as a per-portfolio add-on and publish a launch story with a design partner.

Monitoring is recurring work, so it drives daily use and renewals, and it opens the portfolio management team as a second buyer inside each fund.

• Monitoring needs data the customer cannot share easily

  Start with borrower reports already in the data room.

• Your websiteBlog post by the CEO (June 10, 2026): "100+ private credit funds and commercial banks"; monthly active users "up 650%" this year; "$400B+" in assets managed by customers; deals analyzed up 10x to "more than 15,000"; "roughly 5x throughput"; $24M total equity including a $14M seed led by HighlandX; Portfolio Monitoring "coming soon"; customers across North America, the UK, Europe and Asia; teams in New York, San Francisco and London; a Live Oak Bank Managing Director: "F2 is the rare tool that actually delivers on the promise of efficiency."Source
• Your websiteCase studies: the hub lists one story, Decathlon Capital (private credit). The card says "2,753+" files uploaded, "128" reports and "Diligence task reduction: 50%"; the story itself says certain tasks fall "roughly 25–50%" depending on the deal, with five active users in the first four months. Next steps named: portfolio monitoring and historical benchmarking; Decathlon is a design partner for Institutional Knowledge.Source
• Your websitePrivate credit page ("AI Underwriting Platform for Private Credit Teams", updated October 4, 2026): "Evaluate more deals. Move faster with conviction."; "opportunity to IC memo 75% faster"; analysts spend "~70%" of their time extracting and reconciling data; "95.25% accuracy on SpreadsheetBench Verified"; modules for screening, underwriting, IC preparation and portfolio monitoring. No customer logo, name, quote or count anywhere on the page.Source
• PressGolub Capital (over $90bn under management) invested $5m in F2 and will run screening, diligence, underwriting and portfolio monitoring on an F2 platform built on its own data; it also launched a "Global Credit AI Council", an invitation-only forum for senior executives from a small number of private markets firms, chaired by Golub's co-CEO. The article adds that smaller credit firms are moving quickly into agentic AI while larger ones are slower because of data and compliance concerns.Source

Package Rapid Rollout as a 60-day paid pilot with a published starting price, a fixed scope (one deal team, the closed-deal comparison from idea 14, a results review) and the fee credited against an annual contract. Show it on a simple "Ways to start" page. AEs feed objections and win rates back into pricing, as their role already requires.

A clear, small first commitment shortens the cycle for mid-sized funds and filters out tire-kickers, and crediting the fee keeps the path to a full contract open.

• Anchors enterprise prices low

  Price the pilot by scope, and keep enterprise pricing custom.

• #14 Start every Rapid Rollout on a deal the firm has already closed, and compare against its real memo

• HiringEnterprise Account Executive (New York, posted May 5, 2026): full-cycle sales to commercial banks, investment banks and private credit institutions; buyers are Managing Directors, Group Heads and senior credit officers; "seven-figure contract values"; feeds market signals into pricing and the commercial banking roadmap; OTE $250K–$450K.Source
• Your websiteHomepage (checked November 9, 2026): H1 "The agentic operating system for global credit." (it was "The AI platform for private markets investors" a year ago); five customer logos (Siguler Guff, Western Alliance Bank, Golub Capital, Live Oak Bank, Monarch Alternative Capital) and one testimonial, from Golub Capital's co-CEO; "5x Faster"; "SOC 2 Type II and GDPR Compliant"; "Zero data retention. Zero model training."; two ways to start, "Enterprise Rollout" and "Rapid Rollout" ("No integrations required to begin"); no customer count and no pricing.Source
• Your websiteAdam page: "Adam 2.0 — The AI Deal Agent for Global Credit"; "5x Faster Underwriting"; "What used to take a week now takes 30 minutes"; "Onboard in 48 hours"; "Unlimited usage from day one"; quotes from Golub Capital's co-CEO and a Live Oak Bank Managing Director; no pricing or trial.Source
• PressGolub Capital (over $90bn under management) invested $5m in F2 and will run screening, diligence, underwriting and portfolio monitoring on an F2 platform built on its own data; it also launched a "Global Credit AI Council", an invitation-only forum for senior executives from a small number of private markets firms, chaired by Golub's co-CEO. The article adds that smaller credit firms are moving quickly into agentic AI while larger ones are slower because of data and compliance concerns.Source

Publish an annual report built on two sources: a survey of council members and their peers (adoption, workflows, governance, blockers), and aggregate, anonymized workflow statistics from F2 customers who opt in (for example, median time from data room to IC memo). Launch it at a council event and give each participant a private comparison with their peers.

A respected benchmark makes F2 the reference point for AI in credit, gives AEs a reason to open conversations with senior buyers, and brings press coverage beyond funding news.

• Conflicts with the "zero data retention" promise

  Use only opt-in, aggregate workflow timing, never deal content.

• Seen as a sales brochure

  Publish the method and include findings that do not flatter F2.

• PressGolub Capital (over $90bn under management) invested $5m in F2 and will run screening, diligence, underwriting and portfolio monitoring on an F2 platform built on its own data; it also launched a "Global Credit AI Council", an invitation-only forum for senior executives from a small number of private markets firms, chaired by Golub's co-CEO. The article adds that smaller credit firms are moving quickly into agentic AI while larger ones are slower because of data and compliance concerns.Source
• Your websiteBlog post by the CEO (June 10, 2026): "100+ private credit funds and commercial banks"; monthly active users "up 650%" this year; "$400B+" in assets managed by customers; deals analyzed up 10x to "more than 15,000"; "roughly 5x throughput"; $24M total equity including a $14M seed led by HighlandX; Portfolio Monitoring "coming soon"; customers across North America, the UK, Europe and Asia; teams in New York, San Francisco and London; a Live Oak Bank Managing Director: "F2 is the rare tool that actually delivers on the promise of efficiency."Source

Build a simple calculator: deals screened per year, files per data room, analysts per deal and average model price in, and estimated generalist token spend and analyst hours out, set against F2's unlimited-usage model. Show the method openly. Gate the detailed PDF behind a work email that goes into HubSpot.

It turns a technical argument into a budget line the buyer's finance team can check, and it captures leads from operations and finance leaders who rarely book demos.

• Model prices change quickly

  Let users enter their own price and date the defaults.

• Your websiteBlog post by the CRO (October 22, 2026): the specialist platform should "own the authoritative record" for its domain; "A folder of final documents is an incomplete memory"; F2's internal token-cost modeling finds roughly two-thirds of tokens in a poorly structured generalist workflow go to context build-up, overhead, retries and verification.Source
• Your websiteHomepage (checked November 9, 2026): H1 "The agentic operating system for global credit." (it was "The AI platform for private markets investors" a year ago); five customer logos (Siguler Guff, Western Alliance Bank, Golub Capital, Live Oak Bank, Monarch Alternative Capital) and one testimonial, from Golub Capital's co-CEO; "5x Faster"; "SOC 2 Type II and GDPR Compliant"; "Zero data retention. Zero model training."; two ways to start, "Enterprise Rollout" and "Rapid Rollout" ("No integrations required to begin"); no customer count and no pricing.Source
• Your websiteAdam page: "Adam 2.0 — The AI Deal Agent for Global Credit"; "5x Faster Underwriting"; "What used to take a week now takes 30 minutes"; "Onboard in 48 hours"; "Unlimited usage from day one"; quotes from Golub Capital's co-CEO and a Live Oak Bank Managing Director; no pricing or trial.Source

When a user's account closes because they left, invite them, with their consent, into an alumni list. When they land at a firm that is not a customer, offer that firm a Rapid Rollout led by the alum. Add a small thank-you (for example, a donation or event invitation) when it turns into a meeting. Watch job-change signals in the CRM for known users.

A former user is a trusted internal champion from day one, and the cost per meeting is far below cold outbound.

• Privacy concerns

  Opt-in only, and never use data from the former employer's workspace.

• Your websiteBlog post by the CEO (June 10, 2026): "100+ private credit funds and commercial banks"; monthly active users "up 650%" this year; "$400B+" in assets managed by customers; deals analyzed up 10x to "more than 15,000"; "roughly 5x throughput"; $24M total equity including a $14M seed led by HighlandX; Portfolio Monitoring "coming soon"; customers across North America, the UK, Europe and Asia; teams in New York, San Francisco and London; a Live Oak Bank Managing Director: "F2 is the rare tool that actually delivers on the promise of efficiency."Source
• HiringBusiness Development Representative, Private Equity/Private Credit (New York, posted February 11, 2026): "pipeline creation within commercial banks"; qualifies inbound from GPs, lenders and deal teams and runs outbound with Mid-Market and Enterprise AEs; measured on "qualified meetings set and pipeline created"; the post still refers to "Arc's differentiated AI offering".Source