Private Credit and Direct Lending Support Solutions

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

Market Intelligence and Deal Sourcing and Screening

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.

Investment Evaluation and Due Diligence

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.

Transaction Support and Deal Execution

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.

Portfolio Management and Performance Monitoring

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.

Strategic Advisory and Growth Support

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.

Request a Demo

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

Exclusive Webinar

Challenging the Status Quo of Private-Market Operations

Realigning investment strategy and transforming operations to be future-ready

How we are different

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

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

Enable clients’ to focus on high value generating activities while taking care of time consuming tasks

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

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