CRISIL provides bespoke research and reporting solutions to private debt asset managers. Our services include pre-deal support, portfolio surveillance and investor/regulatory reporting solutions. We provide some of the world’s largest private debt asset managers with:
Screening and due diligence support for pre-deal analysis
Surveillance of portfolio companies
In-depth and differentiated industry research
Credit research support for post-deal analysis
ESG best practices for credit research
Customized reporting solutions
Solution Components
Pre-deal support
Financial models, forecasting & scenario analysis
Opinion-based reports
Business & financial risk identification
Support with evaluation & selection of direct lending candidates
Due-diligence memorandums
Post-deal support
Monitor borrower's credit profile
Portfolio company valuation
Track trends & risk adjusted returns
Portfolio surveillance
Covenant analysis & monitoring
Investor reporting
Investor reports: credit, industry, and country exposures
Portfolio summaries
Return dashboards
Capital calls
Distribution notices
Regulatory reporting
Marketing and other mandatory disclosures
Valuation of assets; funding & liquidity profile
Compliance assessment
Developing and monitoring compliance framework
Risk monitoring reporting
Independent assessment of private entities
Financial models with revenue drivers and assumptions, capital structure analysis, financial ratio analysis and peer comparison
Customized scorecards to analyze sector, business and financial factors and assign internal ratings
Credit report covering company profile, credit summary and outlook, key strengths & risks, competitive positioning, financial analysis, and peer comparison
CRISIL EDGE
Extensive experience doing credit research for both private and public entities
Peak-time deal support to relieve bandwidth constraints, allowing clients to focus on complex tasks
Flexible output-based operating model to help in efficient surveillance of existing portfolio
Local expertise in EMs (India, China and Latam) to facilitate expert interactions and market assessment
Extensive experience doing credit research for both private and public entities
Peak-time deal support to relieve bandwidth constraints, allowing clients to focus on complex tasks
Flexible output-based operating model to help in efficient surveillance of existing portfolio
Local expertise in EMs (India, China and Latam) to facilitate expert interactions and market assessment