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Workflows for the person who decides

From thesis
to first conversation.

Origination comes first: thesis-driven sourcing, sponsor coverage, company briefs, buyer identification for sell-side mandates, refinancing origination, and monitoring of the companies you passed on. Underwriting, portfolio, and reporting workflows follow the decision, grounded in the same company record.

01Deal sourcing

Thesis-driven deal sourcing

From a mandate to a short list of owners worth calling.

Explore workflow 02Deal sourcing

Sponsor & ownership intelligence

Every sponsor’s portfolio, fund age, and exit pattern in one map.

Explore workflow 03Deal sourcing

Company brief & why-now

One page a managing director can act on: fit, timing, path in, gaps.

Explore workflow 04Sell-side advisory

Buyer identification for sell-side mandates

The strategic and sponsor buyers with a real reason to act.

Explore workflow 05Credit origination

Refinancing & maturity origination

Find the borrowers whose capital structure is about to change.

Explore workflow 06Deal sourcing

Watchlist & passed-deal monitoring

The companies you passed on, watched until the timing changes.

Explore workflow 07Investment teams

Credit underwriting

From the virtual data room to a defensible IC decision.

Explore workflow 08Portfolio teams

Covenant monitoring

Continuous surveillance of headroom between test dates.

Explore workflow 09Investment teams

Special situations

Reconstruct a fragmented capital structure before the next move.

Explore workflow 010Investment teams

Asset-based finance

Loan-level visibility into the collateral beneath the exposure.

Explore workflow 011Investor relations

Investor reporting

One governed record, expressed in every LP’s required format.

Explore workflow 012Fund operations

Fund finance & operations

Make recurring fund operations verifiable and repeatable.

Explore workflow 013Legal & compliance

Legal & compliance

A consistent first-pass review, grounded in your playbooks.

Explore workflow 014Portfolio teams

Portfolio value creation

Carry institutional knowledge into the operating plan of every asset.

Explore workflow
Looking up between glass office towers into a cloudy sky
From the field

Origination
for every kind of firm.

Illustrative engagement blueprints for a PE managing director, a search fund principal, a private credit originator, and a middle-market sell-side practice.

Lower Manhattan’s illuminated office towers at night, led by One World Trade Center
01 / FIELD NOTES
Private equity managing director

An origination desk for aging sponsor-held companies.

How a managing director at a middle-market buyout firm could turn a thesis into a maintained universe of long-held, PE-controlled companies, each with the reason to call attached.

Illustrative case study
An empty boardroom with a long table, leather chairs, and floor-to-ceiling windows
02 / FIELD NOTES
Search fund

A lean search. An institutional-grade sourcing engine.

How a searcher could run proprietary outreach and intermediated deal flow from one maintained universe of owner-operated and sponsor-held companies, with the reason to call attached to each.

Illustrative case study
A wood-panelled meeting room with an oval walnut table and leather chairs
03 / FIELD NOTES
Private credit originator

Refinancing origination and surveillance, sized for a lean team.

An architecture for an emerging direct-lending manager that finds sponsor-backed borrowers approaching a maturity or lender transition, and keeps the existing portfolio under watch with the same team.

Illustrative case study
Midtown Manhattan office towers rising above older brick and limestone buildings
04 / FIELD NOTES
Middle-market investment bank

The buyers with a real reason to act, on every mandate.

A multi-agent architecture for a sell-side practice that builds evidence-backed buyer universes, tracks sponsor coverage, and keeps one governed fact base across the process.

Illustrative case study
Your next mandate

Bring a real mandate.
Leave with a short list.

Evaluate a sourcing workflow on authorized sample data, with the evidence and the gaps in view.

Discuss your mandate