Private Credit fund - support and services

Private Credit and Direct Lending Support

Bespoke private debt solutions to enable you to drive high alpha across your portfolio

Private Credit and Direct Lending Support

Delving into the intricate world of private credit research and analysis, our team brings forth a wealth of over twenty years of industry experience in direct lending and private debt solutions. We are committed to providing our clients with insightful support and bespoke solutions that cater to their unique investment needs. Our seasoned professionals excel in tailoring analytical services to suit a variety of investment strategies, whether the focus is on capital preservation, appreciation, or exploring niche opportunities.

As a natural extension of your in-house team, we offer full-spectrum support throughout the research process, including private credit portfolio monitoring to ensure the ongoing success of your investments. Our services are thoughtfully designed to enhance every phase of the investment journey, ensuring meticulous opportunity assessment, dedicated research, solid execution support, and streamlined fund operations.

Our commitment to delivering value shines through our adaptable operations, customized reporting, and comprehensive grasp of regulatory intricacies. We incorporate ESG considerations into our investment analysis with precision, underscoring our pledge to responsible investing for sustainable outcomes.

Staying current with the latest technological advancements, we possess the know-how to support and enhance our clients' decision-making processes. Partner with us for a deep dive into the complexities of private credit investing and experience a collaboration that consistently aims for excellence.

Who we serve

  • Direct Lending Institutions
  • Private Equity Firms
  • Mezzanine Fund Managers
  • Distressed Debt Investors
  • Private Debt Funds
  • BDCs (Business Development Companies)
  • Family Offices

Comprehensive Private Credit Support Services

  • Gain a competitive edge with our expert market intelligence and proactive deal sourcing, ensuring you confidently navigate investment opportunities.

    • Leverage strategic insights and ESG trends for opportunity and lead identification.
    • Benefit from in-depth macroeconomic and sectoral analysis for deal evaluation.
    • Scout the market with sector scans and trend spotting for investment opportunities.
    • Engage in thematic exploration and benchmarking to understand investment landscapes.

  • Empower your investment decisions with our thorough due diligence and in-depth evaluation, ensuring alignment with your strategic and financial objectives.

    • Analyze industry dynamics, market size, and ESG for investment fit.
    • Conduct comprehensive financial, operational, and regulatory due diligence.
    • Employ sophisticated modeling to project future performance and assess risk.

  • Navigate deal complexities with our expert support, ensuring informed valuation, and strategic decision-making in high-stakes transactions.

    • Conduct valuation assessments considering due diligence and deal synergies.
    • Perform scenario modeling to anticipate various transaction outcomes.

  • Maximize your portfolio's performance and manage risk effectively with our vigilant covenant monitoring and performance tracking.

    • Standardize financial statements for analysis and ensure covenant compliance.
    • Monitor portfolio against industry standards and investigate variances for oversight.

  • Drive growth and successful exits with our strategic advisory, offering comprehensive M&A support, market insights, and tailored growth strategies.

    • Deliver industry trend updates and ESG developments for M&A from identification to integration.
    • Identify market opportunities and support strategic decisions with analytics and growth mapping.

Comprehensive Private Credit Support Services

  • Gain a competitive edge with our expert market intelligence and proactive deal sourcing, ensuring you confidently navigate investment opportunities.

    • Leverage strategic insights and ESG trends for opportunity and lead identification.
    • Benefit from in-depth macroeconomic and sectoral analysis for deal evaluation.
    • Scout the market with sector scans and trend spotting for investment opportunities.
    • Engage in thematic exploration and benchmarking to understand investment landscapes.

  • Empower your investment decisions with our thorough due diligence and in-depth evaluation, ensuring alignment with your strategic and financial objectives.

    • Analyze industry dynamics, market size, and ESG for investment fit.
    • Conduct comprehensive financial, operational, and regulatory due diligence.
    • Employ sophisticated modeling to project future performance and assess risk.

  • Navigate deal complexities with our expert support, ensuring informed valuation, and strategic decision-making in high-stakes transactions.

    • Conduct valuation assessments considering due diligence and deal synergies.
    • Perform scenario modeling to anticipate various transaction outcomes.

  • Maximize your portfolio's performance and manage risk effectively with our vigilant covenant monitoring and performance tracking.

    • Standardize financial statements for analysis and ensure covenant compliance.
    • Monitor portfolio against industry standards and investigate variances for oversight.

  • Drive growth and successful exits with our strategic advisory, offering comprehensive M&A support, market insights, and tailored growth strategies.

    • Deliver industry trend updates and ESG developments for M&A from identification to integration.
    • Identify market opportunities and support strategic decisions with analytics and growth mapping.

What we have delivered annually

200+

Live Deal Supported

2,000+

Financial Models & LBO Models

4,000+

Portfolio Company Valuations

10,000+

KPIs Tracked Monthly

Automation and workflow management platforms

Advanced Analytics Platform for Portfolio Monitoring

FolioSure enables General Partners (GP) and Limited Partners (LP) accurate tracking and comparison of the performance of portfolio companies.

Advanced Analytics Platform for Portfolio Monitoring

30-40% more cost-effective than other service providers

40-50% shorter turnaround time for portfolio monitoring and LP reporting

How we are different

One-stop solution for private credit investment teams
One-stop solution for private credit investment teams
Expertise in all aspects of the private credit investment cycle across the value chain
Robust portfolio monitoring with our in-house managed solution FolioSure
Robust portfolio monitoring with our in-house managed solution FolioSure
Experienced portfolio monitoring team with average experience of 8+ years and overall 18 years in private markets
Excellence-driven teams to improve the quality of your deal sourcing
Excellence-driven teams to improve the quality of your deal sourcing
Enable clients’ to focus on high value generating activities while taking care of time consuming tasks
On-demand support based on business requirements
On-demand support based on business requirements
Support across financial spreading, data management, periodic updates, management of market tools and financial analysis for investment portfolios
Robust processes, tested over time – multi-level checks for all assignments
Robust processes, tested over time – multi-level checks for all assignments
Highly experienced and expert analysts who take on intense tasks, including commercial and investment due diligence, valuation analysis, building of complex distribution models and precedent transaction analysis

What we have done

Pioneering Portfolio Management and Performance Excellence for a Mid-Market Lender
What we are proud of

Achieved consistent portfolio analysis through standardized financial reporting.

Enhanced risk management with proactive loan covenant compliance tracking.

Optimizing Transaction Support and Deal Execution for a Leading BDC
What we are proud of

Supported deal execution, in-depth valuation analysis and strategic decision making

Improved ability to manage and mitigate risks associated with complex transactions

Support for Consulting and Corporate Firms
Portfolio Monitoring for a US-based Global PE Firm
What we are proud of

100%

Accuracy with par-level TATs

>85%

bandwidth increase for the on-shore team

In the News

S&P Global
The muted deal environment, characterized by high-interest rates, hefty valuations & heightened regulatory scrutiny, pushed LPs to be more cautious in 2023.
Read More
Private Equity Wire
Nearly two-thirds of PE and VC firms are planning to raise funds in 2024, with the sector anticipating future interest rate cuts from central banks.
Read More
RealDeals
Technology has an important role to play in helping private market firms remain compliant with regulations, as their operations become more complex.
Read More
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