Refinancing & maturity origination.
An orchestrated workflow.
For private credit originators, identify sponsor-backed companies approaching a maturity, a repricing, or a lender transition — from BDC investment schedules, filings, and sponsor activity — and prepare the context for a well-timed conversation.
All workflowsCollect the disclosures
The collection agent locates 10-K and 10-Q filings through the SEC submissions API, parses the investment schedules, and preserves each snapshot with its retrieval date, observing fair-access limits.
Match borrowers to businesses
The matching agent links borrower entities across lenders and filing periods to the operating company and its equity sponsor. A lender is never assumed to be the controlling owner.
Read the maturity picture
The maturity analyst tracks instrument maturities, interest terms, PIK features, valuation history, and the appearance or disappearance of positions — noting that a disappearing loan may mean repayment or refinancing rather than a sale.
Prepare the conversation
The editor assembles the sponsor relationship, the company’s ownership age, the visible capital structure, and the open questions into a brief for the originating MD. Total debt is never inferred from one lender’s position.
Human-in-the-loop control
Origination professionals decide whom to call and on what terms. Estimated EBITDA is never derived from a loan position and an assumed leverage multiple.
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.