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Use cases

Pick a job. See the manual step it replaces. Open a card to go deeper.

Quick win: one document or one prompt, checked by a person. Building block: a repeatable multi-step workflow. Transformational: a multi-source or portfolio-wide agentic workflow. See agentic workflows.

Screen deal

• Quick winScreen a CIM in minutesReplaces: Reading every CIM cover to coverEst. 750–4,500 analyst hrs/yr saved

  Stage

  Screen deal

  Sector

  Direct lending

  Source

  Your own docs

• Building blockScreen an ABF data tapeReplaces: Eyeballing a tape for breaksEst. 100–900 analyst hrs/yr saved

  Stage

  Screen deal

  Sector

  ABF

  Source

  Loan tape

Underwrite

• Quick winCovenants out of the agreementReplaces: Reading 200 pages for covenant termsEst. 160–1,320 analyst hrs/yr saved

  Stage

  Underwrite

  Sector

  Direct lending

  Source

  Credit agreements

• TransformationalWho else holds this borrowerReplaces: Searching each BDC filing by nameEst. 70–1,160 analyst hrs/yr saved

  Stage

  Underwrite

  Sector

  BDC

  Source

  SEC filings

• Quick winEBITDA add-back autopsyReplaces: Bridging adjusted EBITDA by handEst. 60–820 analyst hrs/yr saved

  Stage

  Underwrite

  Sector

  Direct lending

  Source

  Credit agreements

• TransformationalScan agreements for LME trapdoorsReplaces: Reading each agreement for blockersEst. 80–1,100 analyst hrs/yr saved

  Stage

  Underwrite

  Sector

  Special sits

  Source

  Credit agreements

• TransformationalTrack every amendment and waiverReplaces: Reading amendments in date orderEst. 50–920 analyst hrs/yr saved

  Stage

  Underwrite

  Sector

  Special sits

  Source

  Your own docs

• TransformationalPrice a secondary loan tapeReplaces: Benchmarking a tape loan by loanEst. 120–1,080 analyst hrs/yr saved

  Stage

  Underwrite

  Sector

  Secondaries

  Source

  Loan tape

• Building blockContinuation vehicle: roll or sellReplaces: Reading CV docs against the old fundEst. 20–220 analyst hrs/yr saved

  Stage

  Underwrite

  Sector

  Secondaries

  Source

  Your own docs

• Building blockSRT reference pool checkReplaces: Profiling a pool tape by handEst. 30–360 analyst hrs/yr saved

  Stage

  Underwrite

  Sector

  Bank SRT

  Source

  Loan tape

• Building blockPrivate letter rating packReplaces: Assembling the agency data requestEst. 40–700 analyst hrs/yr saved

  Stage

  Underwrite

  Sector

  Ratings

  Source

  Your own docs

• Building blockMark gaps across managersReplaces: Comparing marks across filingsEst. 16–88 analyst hrs/yr saved

  Stage

  Underwrite

  Sector

  BDC

  Source

  SEC filings

• Building blockPrice an LP fund stakeReplaces: Reconciling a bid to surveys by handEst. 30–360 analyst hrs/yr saved

  Stage

  Underwrite

  Sector

  Secondaries

  Source

  Adviser surveys

Monitor portfolio

• Building blockLoans marked below 90Replaces: Scrolling 10-Q schedules for low marksEst. 12–210 analyst hrs/yr saved

  Stage

  Monitor portfolio

  Sector

  BDC

  Source

  SEC filings

• Building blockRe-check the compliance certReplaces: Re-keying monthly packs to test covenantsEst. 120–2,200 analyst hrs/yr saved

  Stage

  Monitor portfolio

  Sector

  Direct lending

  Source

  Your own docs

• Building blockCatch cash-to-PIK switchesReplaces: Diffing two quarters of schedulesEst. 12–210 analyst hrs/yr saved

  Stage

  Monitor portfolio

  Sector

  BDC

  Source

  SEC filings

• TransformationalEvidence pack for Level 3 marksReplaces: Collecting peer marks for each loanEst. 100–1,480 analyst hrs/yr saved

  Stage

  Monitor portfolio

  Sector

  BDC

  Source

  SEC filings

• Building blockTest facility concentration limitsReplaces: Re-mapping the book to facility termsEst. 30–390 analyst hrs/yr saved

  Stage

  Monitor portfolio

  Sector

  Fund finance

  Source

  Facility terms

• TransformationalCLO test what-ifReplaces: Re-running CLO tests in ExcelEst. 100–860 analyst hrs/yr saved

  Stage

  Monitor portfolio

  Sector

  CLOs

  Source

  Trustee reports

• TransformationalCLO cushion table, every monthReplaces: Re-keying 30 monthly PDFsEst. 120–340 analyst hrs/yr saved

  Stage

  Monitor portfolio

  Sector

  CLOs

  Source

  Manager reports

• Building blockSpot repricings and takeoutsReplaces: Diffing quarterly schedules by eyeEst. 12–90 analyst hrs/yr saved

  Stage

  Monitor portfolio

  Sector

  BDC

  Source

  SEC filings

• Building blockSpread step-ups and new PIKReplaces: Comparing spread text across quartersEst. 12–90 analyst hrs/yr saved

  Stage

  Monitor portfolio

  Sector

  BDC

  Source

  SEC filings

• Building blockNon-accrual watch by BDCReplaces: Reading non-accrual notes in each 10-QEst. 12–210 analyst hrs/yr saved

  Stage

  Monitor portfolio

  Sector

  BDC

  Source

  SEC filings

• Building blockSpread quarterly packs into one modelReplaces: Re-keying every borrower's packEst. 180–3,300 analyst hrs/yr saved

  Stage

  Monitor portfolio

  Sector

  Direct lending

  Source

  Your own docs

• Building blockRe-run the borrowing base certificateReplaces: Rebuilding the BBC from the tapeEst. 210–1,800 analyst hrs/yr saved

  Stage

  Monitor portfolio

  Sector

  ABF

  Source

  Your own docs

• Building blockARR loan covenants and the flipReplaces: Testing ARR loans in an EBITDA templateEst. 60–890 analyst hrs/yr saved

  Stage

  Monitor portfolio

  Sector

  Direct lending

  Source

  Your own docs

• Quick winTriage a waiver requestReplaces: Reading a sponsor ask against the agreementEst. 22–330 analyst hrs/yr saved

  Stage

  Monitor portfolio

  Sector

  Direct lending

  Source

  Your own docs

• Building blockReconcile agent noticesReplaces: Ticking notices against the bookEst. 300–4,400 analyst hrs/yr saved

  Stage

  Monitor portfolio

  Sector

  Direct lending

  Source

  Your own docs

• TransformationalEarly-warning watchlist draftReplaces: Assembling watchlist evidence by handEst. 110–320 analyst hrs/yr saved

  Stage

  Monitor portfolio

  Sector

  Direct lending

  Source

  Your own docs

Report

• Building blockMaturity wall by BDCReplaces: Bucketing maturity dates in a spreadsheetEst. 12–90 analyst hrs/yr saved

  Stage

  Report

  Sector

  BDC

  Source

  SEC filings

• Building blockShadow-rate on the agency gridReplaces: Mapping financials to a scorecard by handEst. 40–700 analyst hrs/yr saved

  Stage

  Report

  Sector

  Ratings

  Source

  Agency methods

• Building blockSoftware exposure by lenderReplaces: Hand-mapping industries across BDCsEst. 16–72 analyst hrs/yr saved

  Stage

  Report

  Sector

  BDC

  Source

  SEC filings

• Building blockTender queue by BDCReplaces: Pulling tender filings one by oneEst. 8–66 analyst hrs/yr saved

  Stage

  Report

  Sector

  BDC

  Source

  SEC filings

• Building blockAI exposure in layersReplaces: Tagging AI exposure by handEst. 20–180 analyst hrs/yr saved

  Stage

  Report

  Sector

  Direct lending

  Source

  Your own book

• Building blockILPA template and DDQ draftsReplaces: Mapping ledgers and answering DDQs by handEst. 160–2,100 analyst hrs/yr saved

  Stage

  Report

  Sector

  Fund ops

  Source

  Your own docs

Direct lending: worked deal packs → SAMPLE private-company documents with walk-throughs.

Vendor tags and sources sit inside each card. Not endorsements. See the deal lifecycle or sectors for other views.