Private Debt
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
- Financial models, forecasting & scenario analysis
- Opinion-based reports
- Business & financial risk identification
- Support with evaluation & selection of direct lending candidates
- Due-diligence memorandums
- Monitor borrower's credit profile
- Portfolio company valuation
- Track trends & risk adjusted returns
- Portfolio surveillance
- Covenant analysis & monitoring
- Investor reports: credit, industry, and country exposures
- Portfolio summaries
- Return dashboards
- Capital calls
- Distribution notices
- Marketing and other mandatory disclosures
- Valuation of assets; funding & liquidity profile
- Compliance assessment
- Developing and monitoring compliance framework
- Risk monitoring reporting
- 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
Case Studies
Questions
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