Key Takeaways
- • Golub Capital, which managed more than $90 billion of capital as of July 1, 2026, will make a $5 million equity investment in F2 and deploy F2's agentic AI platform across its investment workflows.
- • F2 describes its platform as an agentic operating system for global credit, with AI agents applicable to deal screening, underwriting, portfolio management and firm-wide workflows.
- • The partnership is model-agnostic, allowing Golub to use multiple frontier and open-weight AI models without depending on a single provider while retaining control of proprietary data.
- • The deal establishes the Global Credit AI Council, an invitation-only forum for senior executives at a small group of private markets institutions, chaired by Golub Capital co-CEO David Golub.
- • The investment follows F2's $24 million in total equity funding announced in June, which included a $14 million seed round led by HighlandX.
Summary
F2, a New York-based company, has formed a strategic partnership with Golub Capital that includes a $5 million investment and the deployment of F2's artificial intelligence technology across the private credit manager's investment workflows, according to the company's announcement as reported by citybiz. Golub Capital, which managed more than $90 billion of capital as of July 1, 2026, plans to use F2's agentic AI platform to augment its established investment processes while incorporating its own proprietary data, institutional knowledge and investment practices.
David Golub, co-chief executive officer of Golub Capital, said the goal is to "enhance the agility, rigor and scalability" of the firm's processes while maintaining the same underwriting and risk discipline that has defined its approach. The partnership is intended to embed the firm's accumulated experience and investment judgment into the technology supporting its investment and operating processes.
F2's architecture is model-agnostic, meaning customers are not required to build workflows around a single large language model provider. According to the company, the platform connects financial models, data roots, investment memos, credit files and third-party information through a unified intelligence layer. AI agents can be deployed across deal screening, underwriting, portfolio management and broader firm-wide functions. The platform also incorporates data lineage and auditability, deterministic Excel workflows, enterprise controls, and is designed around data sovereignty and token efficiency. Don Muir, co-founder and chief executive officer of F2, said that "global credit runs on proprietary data and institutional knowledge," and that the approach allows institutions to keep control of their data and workflows.
The partnership will also establish the Global Credit AI Council, an invitation-only forum for senior executives from a small group of private markets institutions. David Golub will serve as its inaugural chair. F2 expects to announce founding members in the coming months.
The investment follows F2's $24 million in total equity funding, announced in June, which included a $14 million seed round led by HighlandX with participation from Y Combinator, Left Lane Capital and NFX. F2 said that capital is supporting customized deployments of its technology across private credit funds and commercial banks. Golub Capital specializes in direct lending and private credit, including financing for private equity-backed companies, and its sponsor finance capabilities support its Broadly Syndicated Loan and Credit Opportunities investment programs.
David Golub, co-chief executive officer of Golub Capital, said the goal is to "enhance the agility, rigor and scalability" of the firm's processes while maintaining the same underwriting and risk discipline that has defined its approach. The partnership is intended to embed the firm's accumulated experience and investment judgment into the technology supporting its investment and operating processes.
F2's architecture is model-agnostic, meaning customers are not required to build workflows around a single large language model provider. According to the company, the platform connects financial models, data roots, investment memos, credit files and third-party information through a unified intelligence layer. AI agents can be deployed across deal screening, underwriting, portfolio management and broader firm-wide functions. The platform also incorporates data lineage and auditability, deterministic Excel workflows, enterprise controls, and is designed around data sovereignty and token efficiency. Don Muir, co-founder and chief executive officer of F2, said that "global credit runs on proprietary data and institutional knowledge," and that the approach allows institutions to keep control of their data and workflows.
The partnership will also establish the Global Credit AI Council, an invitation-only forum for senior executives from a small group of private markets institutions. David Golub will serve as its inaugural chair. F2 expects to announce founding members in the coming months.
The investment follows F2's $24 million in total equity funding, announced in June, which included a $14 million seed round led by HighlandX with participation from Y Combinator, Left Lane Capital and NFX. F2 said that capital is supporting customized deployments of its technology across private credit funds and commercial banks. Golub Capital specializes in direct lending and private credit, including financing for private equity-backed companies, and its sponsor finance capabilities support its Broadly Syndicated Loan and Credit Opportunities investment programs.
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