A useful next step
Credit, property and infrastructure
Explore credit, property and infrastructure: practical document packs, source checks, fictional examples and controlled AI access.
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Covenant compliance certificates: a dated pack for lenders' AI
Use your AI to compare a reported covenant calculation with the agreement definition.
Rent roll and operating data: a dictionary before the AI reads it
Use your AI to explain contracted rent and collected rent before property underwriting.
Development appraisal assumptions: dated inputs and the open permits list
Use your AI to separate quoted costs from modelled sensitivities in a development appraisal.
Loan portfolio sale: a redacted tape sample and dictionary for buyers' AI
Use your AI to explain a permitted loan-tape sample and its missing values.
Borrower reporting to lenders: monthly pack with definitions
Use your AI to draft a lender update preserving each source cut-off.
Infrastructure lenders: technical adviser reports and the permit register
Use your AI to link project schedule assumptions to unresolved permit evidence.
Creditor information pack in a restructuring: dated proposals, clearly labelled
Use your AI to compare creditor proposals without treating proposed dates as agreed terms.
Restructuring advisers: dated proposals vs agreed terms in one pack
Use your AI to compare restructuring drafts by version and actual agreement status.
Explain data-tape cut-offs in a private-credit review
Use your AI to compare loan-tape balance dates with collection and reporting periods.
Prepare a liquidity-assumption companion for an endowment review
Use your AI to compare supplied liquidity needs with the proposed investment's constraints.
Explain covenant definitions in a private-credit evidence companion
Use your AI to explain the agreement definitions used in a covenant calculation.
Map borrower report versions in a credit review
Use your AI to identify the borrower report versions used in a credit review.
Prepare a permitted collateral evidence index
Use your AI to index permitted collateral evidence and unresolved valuation questions.
Handover supplied credit downside assumptions
Use your AI to explain a supplied credit downside scenario without turning assumptions into facts.
Keep a source-date register for distressed liquidity review
Use your AI to identify source-date gaps in a distressed borrower's liquidity update.
Prepare a restructuring consent evidence checklist
Use your AI to check which restructuring consents have actually been recorded.
Explain a rent-roll definition companion for property diligence
Use your AI to explain rent-roll fields before comparing property income figures.
Prepare a property capex scope evidence register
Use your AI to separate proposed property capex from committed works and quotations.
Map infrastructure permit dependencies to written evidence
Use your AI to link infrastructure schedule dependencies to permit evidence.
Prepare a commissioning evidence timeline for infrastructure review
Use your AI to separate proposed commissioning milestones from completed acceptance evidence.
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