Background

• Support required for in-depth due diligence and surveillance, on an ongoing basis, for a portfolio of private debt investments to facilitate buy/sell/hold investment strategies
• The client faced challenges, which constrained the deal team's bandwidth in higher-value tasks, such as target identification and new deal evaluation, and fostering growth through a cost-effective model
  

Crisil Integral IQ solution

Deal underwriting

• Comprehensive support involving underwriting of new investments, including financial model with scenarios and return analysis, and analysis of business profile, strategy, competitive landscape and industry growth prospects
• Active support in preparing investment thesis and risks along with deal-level losses under base/stress/tail case economic scenarios presented to the investment committee
  

Active surveillance

• Ensures up-to-date database for financial and non-financial KPIs for all investments on client's proprietary data management platform
• Complete ownership of monitoring the client's private debt portfolio of 350+ investments and updated investment recommendations based on the latest financial performance
• Active support in preparing detailed credit summaries on private investments used for executive reporting
  

Ad-hoc support

• Collaborated with the client team to conduct periodic sector reviews
  

Client impact

• ~2x expansion in portfolio coverage and assets under management (AUM) facilitated by optimization of investment team bandwidth
• Portfolio value creation supported by impactful insights and strategic recommendations to the investment committee
• ~30% operational cost savings driven by process improvements
  

Questions

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