All work

Issuely

Legal / Banking & Finance · Agentic AI

A desktop application that gives deal teams one place to manage, compare and track the terms throughout the process.

[ fig. 1 ]A walkthrough of Issuely: a 183-page master issue list imported from Word, its seven lenders confirmed, and every lender's position on every issue kept in one record, round after round. Recording, 0:06–0:15.

8 releases

Tagged releases of the desktop app, from 0.1.0-beta.2 on 19 June 2026 to 0.1.6 on 4 November.

The problem

Loan terms were being negotiated across Word documents and email, making it difficult to keep track of what had changed and which version was actually current.

Before
Word + email
After
One shared system

How it’s built

  1. Round 1
  2. Export R1.docx
  3. With lenders
  4. Returned
  5. Re-ingested · matched by ID
Master issue listOpen5Example deal · 4 lenders
IssueR1ABCDR2ABCDR3ABCD
1.2Financial covenants
3.1Permitted security
4.6Conditions precedent
5.2Events of default
7.4Margin ratchet
  • Negotiating
  • Accepted, docs change
  • Accepted, no change
  • Dropped out
[ fig. 2 ]A drawing of the system, not a screen. Swipe sideways to see all of it.

In numbers

6
AI features
12
schema migrations
3
outbound services

Stack

Built with

  • Electron
  • TypeScript
  • React
  • SQLite
  • Vite
  • Tailwind CSS

Connected to

  • Microsoft Foundry
  • Azure SQL
  • Azure Communication Services
NextFinelaPrivate Capital / Fund Intelligence