Webinar, "AI Agents in Private Lending: Practical Applications Across the Lifecycle"

May 29, 2025 12:00 PM to 1:00 PM (Eastern Daylight Time)

As private credit firms look to scale efficiently, AI agents are emerging as powerful tools to streamline workflows across the entire deal lifecycle—from intake and underwriting to servicing, compliance, and reporting.

But beyond the buzz, what does successful adoption of AI agents actually look like in practice?

This webinar offers a practical, behind-the-scenes look at how credit and operations teams are integrating AI agents into everyday workflows. You’ll hear how firms are deploying specialized agents to accelerate decisions, reduce manual work, and strengthen auditability—without losing oversight or introducing unnecessary risk.

We’ll explore a range of real-world use cases, with particular focus on borrower intake, underwriting automation, backend operations, and reporting—grounded in practical takeaways and lessons from early adopters.

Key Discussion Points:

• AI vs. Traditional Underwriting: Can intelligent agents outperform manual risk assessment in accuracy, speed, and consistency across different asset types?
• Automation in Credit Risk & Operations: How AI leverages structured and unstructured borrower data to enhance underwriting, servicing, and portfolio-level decision-making.
• Real-World Use Cases: Practical applications of AI agents across the credit lifecycle—from borrower onboarding and deal screening to automated income verification and covenant tracking.
• Governance, Compliance & Reporting: How deploying AI aligns with evolving regulatory expectations while improving transparency, audit readiness, and internal controls.
• The Future of AI Agents in Private Lending: Trends in adoption across credit teams—and what’s next for firms looking to scale without compromising oversight.

Moderator
Ken Yager, Founder and President, Newpoint Advisors

Speakers
Marc Andrew, Founder, The Private Markets Forum
Daniel Liechtenstein, Co-Founder & CEO, Hypercore
Mark Wilson, Chief Technology Officer, eCapital

Thank you to our webinar sponsor

Registration

Member Price: $0

Non-Member Price: $95

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