Solutions / Credit Funds
Institutional quality. Deal after deal.
Investors scrutinize your documentation. Credit committees expect rigor. CORE ensures the output meets both standards — regardless of deal structure or who's assigned.
The problem
Bespoke deals, inconsistent documentation
Credit funds handle complex, non-standard transactions. But investors and credit committees still expect institutional-quality output—every time, regardless of deal structure or analyst assignment.
Inconsistent memo quality across analysts
Custom deal structures that break standard templates
Investor-facing documentation assembled manually
No standardized workflow for bespoke transactions
How CORE solves it
Standardize quality without standardizing deals
Your deal structures are bespoke. Your documentation quality shouldn't be. CORE's blueprint system separates workflow standards from deal specifics so you get consistency where it matters.
Define your standards once. Apply them everywhere.
Define your workflow once. Version it. Apply it across deals. Blueprints capture your standards—section structure, depth requirements, evidence expectations—and apply them consistently. When your standards evolve, update the blueprint and every new deal inherits the changes.
Output that satisfies your LPs
Credit memos formatted to institutional standards. Evidence citations, financial analysis, and risk assessment—all in formats your investors expect. The output quality doesn't depend on which analyst is assigned. It depends on the standards you've defined.
Your deal structure. Your workflow.
Bespoke deal structures need flexible workflows. Configure stage gates, approval chains, and document requirements per deal type. A mezzanine tranche doesn't follow the same path as a senior secured facility—your workflow engine shouldn't force them into the same process.
Same source data. Every format.
PDF, Word, Excel, branded templates. Export in the formats your stakeholders need. Committee packets, investor reports, internal analysis—all from the same source data. No reformatting, no copy-paste, no version mismatches between what the committee saw and what the investor received.
See how your deal structures flow through CORE
We'll walk through blueprint configuration, investor-quality memo output, and multi-format export with your deal structures in mind.