Case study · Private credit
A deal screening and diligence workflow for a private credit manager
A U.S. private credit manager. Every new deal needed a screening summary in the firm's own Excel template and a diligence request list. Both were built by hand, and each person used AI differently.
- Scope
- Screening summary and diligence request list, built into the firm's own AI account
- Approval
- Access terms reviewed and approved by the firm's compliance team and counsel
- Training
- Five live, recorded sessions for the investment team
- Handoff
- The workflow, a playbook, and the training recordings, all owned by the firm
What happened
- The team was testing the first working version within three days and sent structured feedback.
- Their feedback shaped three more versions, including updates to the firm's template and analysis the associates had started building themselves.
- Associates began proposing their own additions, which we folded into the shared workflow.
- Other teams asked for the materials.
deal-screen.xlsx · Sample deal (fictional)Draft · for analyst review
FieldDraftSource
Business overviewCommercial HVAC services, 14 branchesCIM p. 4
Adj. EBITDA$18.2M (LTM)QoE, tab 2
Customer concentrationTop customer is 11% of revenueCustomer file
Key risksTechnician retention, end-market cyclicalityCIM p. 18