F2

F2 - The AI Platform for Private Markets Investors

High-Level Overview

F2 is an AI-driven platform designed specifically for private markets investors, including private credit funds, private equity firms, and commercial banks. Its mission is to accelerate investment diligence, underwriting, and portfolio monitoring by automating complex financial analysis and transforming unstructured deal data (such as Excel, PDF, and PowerPoint files) into structured, audit-ready insights. This enables investment teams to evaluate deals up to 60-75% faster, improving decision speed and confidence while preserving institutional knowledge and collaboration across deal teams. F2 serves institutional investors by reducing manual data parsing and delivering investment committee-ready reports in minutes, thereby enhancing operational efficiency and decision quality in private markets[1][2][3].

Origin Story

Founded in 2025, F2 spun out of Arc Technologies, where it was originally developed to automate Arc Capital Markets' $10 billion debt placement business. The platform’s founder and CEO, Don Muir, is a former private equity investor turned entrepreneur passionate about applying AI to finance. As demand grew from institutional clients beyond Arc, F2 became an independent company to scale its AI-native infrastructure for private credit, private equity, and commercial banking sectors. The spin-out was supported by a $10 million equity round led by top investors including NFX, Left Lane Capital, and Y Combinator, signaling strong market confidence in F2’s potential[2][3][6].

Core Differentiators

• Purpose-Built for Private Markets: Unlike general-purpose AI tools, F2 is tailored with deep domain expertise to handle the complexity of private credit, private equity, and commercial banking workflows.
• Data Room Automation: Converts raw, unstructured deal documents into structured, audit-ready financial analysis with source-level traceability.
• Speed and Efficiency: Enables deal teams to move from diligence to decision up to 60-75% faster.
• Collaboration and Context Retention: Facilitates real-time collaboration from analysts to managing directors, tracking edits and comments while preserving historical context to compound knowledge over time.
• LLM-Agnostic Agentic Model: Provides a customizable and accurate AI experience adaptable to various finance workflows.
• Integration with Arc’s Capital Markets Platform: Offers preferred access and synergy benefits for customers and lenders within the Arc network[1][2][4].

Role in the Broader Tech Landscape

F2 rides the wave of AI adoption in institutional finance, particularly in private markets where data complexity and manual processes have historically slowed deal evaluation. The timing is critical as private credit and equity markets grow and demand faster, more accurate underwriting and portfolio monitoring tools. Market forces such as increasing deal volume, regulatory scrutiny, and the need for operational efficiency favor AI platforms like F2 that can automate diligence while maintaining auditability and precision. By embedding AI deeply into private market workflows, F2 is helping redefine the infrastructure of modern institutional finance, influencing how deals are sourced, analyzed, and executed across the ecosystem[2][7].

Quick Take & Future Outlook

Looking ahead, F2 is poised to expand its platform capabilities by enhancing speed, accuracy, and stability, supported by its recent $10 million funding round. Trends shaping its journey include growing AI adoption in finance, increasing demand for data-driven decision-making, and the expansion of private markets globally. F2’s influence is likely to evolve as it scales enterprise sales and customer success operations, potentially becoming the standard AI infrastructure for private market investors. Its integration with Arc and continued innovation in AI-driven financial analysis position it to lead the transformation of private market investing workflows, making investment decisions faster, more reliable, and more collaborative[6][2].

In summary, F2 leverages AI to transform private markets investing by automating complex financial analysis, accelerating deal evaluation, and fostering collaboration, all while maintaining rigorous audit trails and institutional knowledge. This positions F2 at the forefront of AI innovation in private credit, private equity, and commercial banking.