Key Takeaways
- • Golub Capital, a private credit manager with more than $90 billion in capital under management as of July 1, 2026, will invest $5 million in F2, an agentic operating system for global credit, according to ABF Journal.
- • The strategic partnership gives Golub Capital access to F2 technology and AI capabilities to augment its investment processes across its investment workflows.
- • Golub Capital and F2 will establish the Global Credit AI Council, an invitation-only forum for senior executives from a small number of private markets institutions, with David Golub as inaugural chair.
- • The council is expected to announce founding members in the coming months.
Summary
F2, an agentic operating system for global credit, has formed a strategic partnership with Golub Capital, a private credit manager with more than $90 billion in capital under management as of July 1, 2026, according to ABF Journal. As part of the arrangement, Golub Capital will invest $5 million in F2 and deploy F2's technology and AI capabilities to augment its investment processes. The partnership is designed to let the firm apply AI across its investment workflows while leveraging its institutional knowledge and proprietary data.
David Golub, co-CEO of Golub Capital, said the firm's goal with AI is to enhance the agility, rigor and scalability of its processes while maintaining the same risk-underwriting discipline that has long defined its approach. He said the partnership will allow the firm to embed its proprietary knowledge, accumulated experience and investment judgment into the systems that support how it invests and operates. Golub stated that the firm partnered with F2 because its proprietary knowledge should remain under its control even as underlying models evolve, and that F2's model-agnostic architecture provides that flexibility.
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. David Golub will serve as its inaugural chair. The council is intended to discuss emerging AI applications, share perspectives on industry adoption, and exchange insights on how institutions can responsibly integrate the technology. Founding members are expected to be announced in the coming months.
Don Muir, co-founder and CEO of F2, said global credit runs on proprietary data and institutional knowledge, and that institutions should retain control of their data without tying their future to a single model provider. Muir said F2 aims to become the agentic operating system powering the next era of global credit and described the company as working with Golub Capital and many of the world's most important credit platforms.
David Golub, co-CEO of Golub Capital, said the firm's goal with AI is to enhance the agility, rigor and scalability of its processes while maintaining the same risk-underwriting discipline that has long defined its approach. He said the partnership will allow the firm to embed its proprietary knowledge, accumulated experience and investment judgment into the systems that support how it invests and operates. Golub stated that the firm partnered with F2 because its proprietary knowledge should remain under its control even as underlying models evolve, and that F2's model-agnostic architecture provides that flexibility.
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. David Golub will serve as its inaugural chair. The council is intended to discuss emerging AI applications, share perspectives on industry adoption, and exchange insights on how institutions can responsibly integrate the technology. Founding members are expected to be announced in the coming months.
Don Muir, co-founder and CEO of F2, said global credit runs on proprietary data and institutional knowledge, and that institutions should retain control of their data without tying their future to a single model provider. Muir said F2 aims to become the agentic operating system powering the next era of global credit and described the company as working with Golub Capital and many of the world's most important credit platforms.
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