Valuation of direct lending assets

Key requirement

• Valuation of private debt investment assets to satisfy regulatory reporting requirements and manage risk
  

Challenges faced by the client

• Restricted bandwidth for strategic projects and tasks
  
• Slower response time for internal and external reporting requests
• High onshore attrition rate challenges stability, leading to resource gaps
• Difficulty in sourcing suitable talent for open positions resulted in multiple quarter backlog

Onboarding new deals

• Crisil team manages onboarding of all new quarter's deals (30+), excelling in intricate debt valuation models utilizing methodologies like DCF and EBITDA multiples

Roll forward of models

• Crisil team oversees 50+ portfolio companies, conducting quarterly valuations based on performance, shadow rating, and macroeconomic influences

Firm-wide deck preparation

• Active support in the preparation of firm-wide presentation for the COO and CFO
  

Other special projects support

• Creating reporting requirements for invested funds on a quarterly basis
  

• Crisil partnership empowers client's European deal expansion
  
• Valuation team gains offshore support, optimizing resource allocation for high-impact pursuits
  
• Crisil proficiently oversees internal reporting workflows, enhancing operational efficiency
• Crisil brings specialized valuation skills, augmenting the team's capabilities for intricate valuation assignments