Investment Process
Three stages, every investment
01
Credit analysis & due diligence
- We analyze each investment over its whole life to find, measure, and reduce risk
- We underwrite hands-on, assessing counterparty and management risk
- We run background checks and both direct and indirect reference checks
- We set covenant packages and deal terms to limit identified risks
02
Credit administration & reporting
- We oversee day-to-day administration and collateral adequacy
- We review investment reports in depth
- We make sure every required filing is completed on time
03
Credit monitoring & harvesting
- We keep valuation models and cash flow forecasts up to date
- We track trends in collateral performance and asset fundamentals
- We plan and carry out harvest, workout, and exit strategies
Sourcing
How we find opportunities
We build deal flow in less competitive situations through several channels.
Board and industry groupsLending and fintech platformsBroker-dealer relationshipsCo-investment partnersConferences and eventsTargeted outreach
Risk Management
Timely, accurate, transparent
Risk policies
Our credit and investment policy sets the controls and risk parameters for the Investment Committee and the portfolio.
Experienced CRO
Our Chief Risk Officer sits on the Investment Committee and leads how we measure, report, and manage risk.
Real-time monitoring
A proprietary system tracks positions in real time and runs scenario analysis, credit surveillance, and daily and monthly reporting.