Underwriting models
Base, upside and downside cases per deal, with status from draft through review.
OM to UW to IC workflow
Open the offering memorandum, run underwriting and generate an investment committee pack in three steps.
IC pack
A print-ready investment committee pack with the thesis, numbers and risks, built from the record.
Debt facilities
Track financing from sizing and lender outreach to quotes, term sheet and close, beside the model.
Equity raises
Run raises by stage with commitments tracked against the target.
SPVs
Set up and follow special purpose vehicles for co-invest and fund-style structures.
The IC pack
Print-ready for committee.
