Private Credit Deal Screening demo
Every teaser and offering memorandum read against your mandate, ranked, and the first questions written before the deal team opens it. 1:13
What the demo shows
A screening solution for direct lenders that reads every deal memo against the fund mandate.
Six agents read every teaser and memorandum the day it arrives and mark it up against the fund mandate — each sentence on leverage, add-backs, sector, equity, customers and price highlighted green or red, with a margin note citing the limit and the deals the fund passed before for the same reason. Add-backs are sorted under the fund's policy, twelve tests run, and a one-page screen with first questions goes to the underwriter, who passes or recommends; the Head of Underwriting approves pursue.
Transcript
- Private Credit Deal Screening reads every deal memo for direct lenders against the fund mandate.
- Thirty-one memos came in this week, each marked up the day it arrived.
- On Project Lantern, every sentence that matters is green or red against the mandate.
- Leverage of 5.3 turns red.
- Mandate max 5.75 and a fund passed three similar deals.
- On our own EBITDA is 6.08.
- Two of those past deals are now in trouble.
- Half the Delmont synergies still leaves a 5.87, still red.
- Adbacks break the 20% limit too.
- Daniel recommends pursuing at five and a half times with six questions.
- Elena approves. A first pass screen in minutes, not half a day.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.