This is a new announcement banner that can be turned on and off
Our latest industry insights and product updates
Table of Contents How to build a financial due diligence checklist in Excel September 3, 2026 Financial due diligence can involve dozens, or even hundreds,
Table of Contents How to build a loan portfolio tracking spreadsheet September 3, 2026 A loan portfolio tracking spreadsheet provides a centralized way to monitor
Table of Contents The hidden operations problem behind the evergreen fund boom September 3, 2026 Evergreen funds have quietly become one of the fastest-growing structures
Table of Contents What is relationship strength in private credit and how do you measure it? August 20, 2026 TL;DR Most private equity firms and
Table of Contents How to build a debt amortization schedule in Excel August 10, 2026 Building a debt amortization schedule in Excel is one of
Table of Contents The Time Dividend August 6, 2026 If someone gave you back a full day every week for the rest of your career,
Table of Contents What is deal history engagement, and why does it matter when choosing a lender July 24, 2026 TL;DR Every sponsor remembers which
Table of Contents Why lender profiles should be institution-sourced, not scraped from public data July 24, 2026 TL;DR Scraped or aggregated lender data tends to
Table of Contents Why compliance archiving matters in private debt deal communications July 24, 2026 Ask a deal team where last quarter’s lender communications are,
Table of Contents How private equity firms can build institutional knowledge around debt deal terms July 16, 2026 TL;DR Most private equity firms have no
Table of Contents Why lender-specific term history gives sponsors a real negotiating edge July 1, 2026 Every time a sponsor closes a debt deal, they
Table of Contents How to use historical deal terms to strengthen your next debt negotiation June 26, 2026 Every private credit deal leaves behind a
