Private Credit Support | Direct Lending Private Equity Support

Private Credit and Mezzanine Investment Support

Our approach to private credit is to bucket it under capital preservation (senior debt/direct lending and mezzanine), return maximising (distressed debt) and opportunistic/niche (CLOs/CDOs and others).

We work as a pure extension of your global onshore credit team, providing end-to-end support across the research cycle. Our services include opportunity screening, custom research, execution support and fund operations.

Our biggest advantage is that we understand the unique challenges in this space: it requires complex operational flexibility, custom reporting, overcoming regulatory barriers (in certain countries), factoring in ESG considerations, and talented and experienced staff. This enables us to better help our clients and deliver measurable positive business outcomes.

Who we serve

Private Credit Support we Offer

Deal Origination and Target Screening

Debt tracker
Bonds comps
Target screening
Trading / Transaction comps
Company / Credit profiles
High yield bond database

Market Tracking and Investment Pipeline

Country and market risk analysis
Industry overviews and trend analysis
Industry dashboard
Tracking deal activity
Attractive companies database maintenance
Thematic research

Target Evaluation

Industry deep dives
Industry trend and challenges identification
Current and latent market sizing
Competitive landscaping
Detailed financial modelling and valuation analysis
Developing investment thesis/report

Live Deal Support

Due diligence
Part research as a part of ongoing deal
Relative valuation
Scenario analysis
Bonds yield analysis
Competitor profiles
Market mapping / Landscapes
Peer group benchmarking

Portfolio Monitoring

Financial spreading
Data room management
Covenant monitoring
Quarterly financial update
Quarterly valuation templates
Track KPIs / Performance
Budget vs actual variance analysis
Peer group benchmarking
Portfolio benchmarking

Portfolio Company Advisory

Landscape periodicals
Periodic reporting and updates
M&A support
Opportunity assessment
Market selection and entry strategy
Market sizing
Competitive analysis
Data Analytics

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