F2, the agentic operating system for global credit, today announced a strategic partnership with Golub Capital, a market-leading private credit manager with more than $90 billion of capital under management as of July 1, 2026.

As part of the partnership, Golub Capital will invest $5 million in F2 and deploy F2 technology and AI capabilities to augment the firm’s well-established investment processes. The partnership is designed to enable the firm to apply AI across its investment workflows and to leverage its institutional knowledge and proprietary data.

“Our goal with AI is to enhance the agility, rigor and scalability of our processes while continuing to underwrite and manage risk with the same discipline that has long defined our approach,” said David Golub, Co-Chief Executive Officer of Golub Capital. “Our partnership with F2 will enable us to embed our firm’s proprietary knowledge, accumulated experience and investment judgment into the systems that support how we invest and operate. We partnered with F2 because it recognizes that our proprietary knowledge is our most durable competitive advantage and should remain under our control, even as the underlying models evolve. F2’s model-agnostic architecture gives us that flexibility while helping translate those advantages into better, faster and more consistent decision-making at scale.”

The partnership will also establish the Global Credit AI Council, an invitation-only forum for senior executives from a small number of private markets institutions, with David Golub serving as inaugural Chair. The Council will provide a venue to discuss emerging applications of AI, share perspectives on industry adoption and exchange insights on how institutions can responsibly integrate the technology into investment and operating processes. The Council is expected to announce its founding members in the coming months.

“Global credit runs on proprietary data and institutional knowledge. AI should be built around what makes each institution unique,” said Don Muir, Co-Founder and Chief Executive Officer of F2. “We’re thrilled to partner with Golub Capital and many of the world’s most important credit platforms to build sovereign AI systems around the proprietary knowledge, workflows and judgment that make each institution unique. Institutions should retain control of their proprietary data and knowledge, without tying their future to any single model provider. Our ambition is to become the agentic operating system powering the next era of global credit.”

The partnership follows F2’s June announcement of $24 million in total equity funding, including a $14 million seed round led by HighlandX, with participation from Y Combinator, Left Lane Capital, and NFX, to scale customized deployments across private credit funds and commercial banks.

F2 is built on an LLM-agnostic, finance-grade architecture designed for auditability, data sovereignty and token efficiency, allowing institutions to take advantage of advances across frontier and open-weight models without rebuilding their core workflows around any single provider.

About F2

F2 is the agentic operating system for global credit. F2 helps credit asset managers, banks and other financial institutions turn their proprietary data, investment processes and accumulated institutional knowledge into intelligent systems that support how they invest, operate and make decisions.

F2 connects financial models, data rooms, investment memos, credit files and third-party data within a unified intelligence layer, then deploys AI agents across deal screening, underwriting, portfolio management and firm-wide workflows. Built for the requirements of institutional finance, F2 combines full lineage and auditability, deterministic Excel workflows and enterprise-grade controls with an LLM-agnostic adaptive harness that enables firms to take advantage of advances across frontier and open-weight models.

Headquartered in New York City, F2 is backed by leading investors including HighlandX, NFX, Left Lane Capital, and Y Combinator.

To learn more, visit f2.ai.

About Golub Capital

Golub Capital is a market-leading, award-winning direct lender and experienced private credit manager. We specialize in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. Our sponsor finance expertise also forms the foundation of our Broadly Syndicated Loan and Credit Opportunities investment programs. We nurture long-term, win-win partnerships that inspire repeat business from private equity sponsors and investors.

As of July 1, 2026, Golub Capital had over 1,100 employees and over $90 billion of capital under management, a gross measure of invested capital including leverage. The firm has offices in North America, Europe, Asia and the Middle East. For more information, please visit golubcapital.com.

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