Five corners of the private market, and what we do in each.
Click a spoke to see the products, the industries and the services behind it. Below, the same detail in full, and how we work with the funds and investors active in each.
Private market
Debt
Venture debt
Leveraged loans
High-yield bonds
Property-backed, mezzanine and unitranche
Industries: Manufacturing, construction, healthcare, technology, pharmaceuticals, real estate
Corporate finance advisory
Fund raising
Business strategy and management consulting
Monthly budgeting and forecasting
Bespoke financial modelling
Risk management
Technology advisory
AI agents that read compliance certificates and borrower financials
Manufacturing, construction, healthcare, technology, pharmaceuticals, real estate
Corporate finance advisory
Fund raising
Business strategy and management consulting
Monthly budgeting and forecasting
Bespoke financial modelling
Risk management
Technology advisory
AI agents that read compliance certificates and borrower financials
Covenant monitoring and early-warning dashboards
Compliance and AML tools
Loan-level cash-flow and recovery applications
Equity
Products and structures
Venture capital
Growth equity
Leveraged buyout
Management buyout
Industries
Technology, start-ups, manufacturing, services
Corporate finance advisory
Deals: business planning and investor relations
Fund raising
Bespoke financial modelling
Valuations for business and financial reporting
Due diligence
Technology advisory
AI agents for deal screening and data-room review
Workflow automation for investor Q&A and data rooms
Portfolio KPI pipelines and dashboards
Finance applications: CRMs, waterfalls and portfolio tools
Infrastructure
Products and structures
Build-operate-transfer models
Regulated and commercial payment structures
Senior, junior, unsecured and mezzanine concession loans
Industries
Real estate, bridges, rail and roads, public infrastructure, wind, airports
Corporate finance advisory
Business strategy and management consulting
Monthly budgeting and forecasting
Bespoke financial modelling
Technology advisory
Project and concession models built as applications
Data pipelines and dashboards for regulated payments
Systems improvement and finance transformation for operators
Real estate
Products and structures
Acquisition and construction loans
Development loans
Post-completion mortgage loans
Industries
Construction, retail and shopping centres, hotels, housing, offices, data centres
Corporate finance advisory
Deals: business planning and investor relations
Fund raising
Monthly budgeting and forecasting
Business strategy and management consulting
Bespoke financial modelling
Valuations for business and financial reporting
Technology advisory
Integrated development and fund models as applications
Data pipelines and dashboards across assets
Workflow automation for reporting to lenders and investors
Special situations
Products and structures
Debt-to-asset swaps and equity raises
Debt-to-equity conversion
Restructuring
Distressed debt
Delay and switching options
Industries
Sector agnostic
Corporate finance advisory
Business strategy and management consulting
Bespoke financial modelling
Due diligence
Debt restructuring
Technology advisory
AI review of full data rooms in distressed situations
Recovery and restructuring models as applications
Dashboards for lenders and stakeholders during a workout
For the funds and investors behind the capital.
The same advisory work, plus the AI agents and automation that take the manual hours out of a fund's operations.
Faster, cleaner reporting cycles
Operations and finance teams at asset managers spend much of each month moving data between administrators, custodians, spreadsheets and investor reports. We automate the movement and the checks, and keep people on the judgement calls.
NAV and investor reportingAutomated data pulls from administrators and custodians, with tie-outs and variance commentary drafted for review.
ReconciliationsCash, positions and capital accounts reconciled daily by agents that surface only the breaks.
Fees and expensesManagement and performance fee calculations with a full audit trail, replacing fragile workbooks.
Regulatory dataStructured data preparation for regulatory returns such as AIFMD Annex IV, ready for your compliance team.
Board and LP packsRecurring decks and reports generated from a single source of truth.
From deal screening to exit
Deal teams need speed without losing rigour. We pair transaction experience — valuations, LBO models, due diligence — with tools that compress the time between receiving a teaser and forming a view.
Deal screeningAn agent that reads CIMs and teasers, extracts the key metrics and scores them against your investment criteria.
Models and valuationsLBO, DCF and returns models built to be reused, with sensitivities and scenarios your IC can interrogate.
Due diligenceFinancial and commercial diligence supported by AI review of the full data room, with every finding traced to source.
Portfolio monitoringAutomated KPI collection from portfolio companies into one dashboard, replacing monthly email chases.
Value creationFinance function upgrades in portfolio companies: faster close, better forecasting, automated reporting.
Credit risk you can see early
Private credit portfolios live or die on monitoring. Our background in credit risk modelling, restructuring and NPL recovery shapes tools that give your team earlier warning and less manual checking.
Covenant monitoringCompliance certificates and borrower financials read automatically, with covenant tests calculated and breaches flagged.
Credit memosFirst drafts assembled from borrower data and your templates, so analysts start from analysis, not formatting.
Cash-flow and recovery modelsLoan-level and portfolio models, including NPL and distressed recovery scenarios.
Early-warning dashboardsLeading indicators across the book in one view, updated as borrower data arrives.
Restructuring supportRefinancing, debt-to-equity and amend-and-extend analysis when a position needs work.
Start with one conversation.
Tell us what you are trying to fund, fix, value or automate. In a 30-minute call we'll tell you honestly what we can do, roughly what it involves, and what a first step would look like.