Streamline your credit analysis workflow

Generate comprehensive credit memos and covenant analysis reports from borrower data in minutes.

Trusted by top private markets investors like Vista Equity Partners, Francisco Partners, PSG Equity and others.

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Challenges and Solutions

We Know What Keeps You Up at Night

Labor-intensive lender presentation creation
Your team likely spends days manually synthesizing borrower data to create tailored presentations for banks and direct lenders. This manual friction limits the volume of deals you can effectively screen and slows down syndication efforts.
How Brightwave Helps:

Brightwave instantly synthesizes loan documentation to generate comprehensive lender presentations customized for specific audiences. This reduces drafting time from days to minutes while ensuring every claim is backed by citations.

Bottlenecks in credit memo preparation
Senior professionals on your team are often bogged down by the manual extraction of financial data for credit memos. This administrative burden creates a drag on your deal velocity and diverts focus from high-level credit risk management.
How Brightwave Helps:

Brightwave automates the creation of professional credit memos with complete document citations and risk assessments. Your team can accelerate due diligence reviews without sacrificing the depth of your credit evaluation.

Complex covenant monitoring requirements
Tracking covenant compliance and running stress tests across a diversified portfolio requires extensive manual calculation. This process consumes valuable analyst hours and increases the risk of oversight in your risk management framework.
How Brightwave Helps:

Brightwave provides automated covenant compliance analysis and stress testing scenarios based on uploaded financial statements. You can instantly assess borrower health and identify potential breaches proactively with verifiable data.

Ensuring accuracy in risk assessments
Verifying source data within dense loan agreements and financial statements is prone to human error during manual review. Inaccurate data extraction can impact the reliability of your credit risk decisions and loan servicing quality.
How Brightwave Helps:

Brightwave generates risk assessment reports with sentence-level citations linked directly to the source documents. This ensures your investment committee has 100% verifiable data for every credit decision you make.

Case Studies

Example Category

Bridging the Gap: How Financial Firms Can Overcome Hurdles to AI Integration 2

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Example Category 2

Bridging the Gap: How Financial Firms Can Overcome Hurdles to AI Integration 3

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Example Category

Bridging the Gap: How Financial Firms Can Overcome Hurdles to AI Integration 4

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Brightwave Deal Impact

Click on any activity to see detailed time savings and how Brightwave accelerates your deal process.
Critical Impact (Significant Time Savings)
High Impact (Moderate Time Savings)
01
Phase duration:
Weeks 1-4
Sourcing & Initial Review
CRITICAL IMPACT
CIM Analysis
Associates, Analysts
HIGH IMPACT
Market Research
Associates, Senior Associates
HIGH IMPACT
Management Presentation Prep
Associates, VPs
02
Phase duration:
Weeks 7-14
Due Diligence
CRITICAL IMPACT
Data Room Review
Associates, Analysts
CRITICAL IMPACT
Customer/Vendor Contract Analysis
Associates, Legal Team
HIGH IMPACT
Reference Call Summaries
Associates, Senior Associates
HIGH IMPACT
DD Report Synthesis
VPs, Senior Associates
03
Phase duration:
Weeks 10-16
Financing & Documentation
HIGH IMPACT
Lender Presentation Materials
Associates, VPs
CRITICAL IMPACT
IC Memo Drafting
VPs, Principal
CRITICAL IMPACT
Legal Document Review
VPs, Legal Team
04
Phase duration:
Days 1-100
Post-Closing
HIGH IMPACT
Post-Closing Integration Planning
Operating Partners, VP
05
Phase duration:
Years 1-5
Ongoing Ownership
HIGH IMPACT
Board Materials Review
Partners, Portfolio Item

Brightwave ROI Calculator

See how much time and money your firm could save

What type of firm are you?

How many investment professionals on your team?

Include partners, principals, VPs, associates, and analysts

What's your annual deal activity?

What are your average labor costs?

$

Associates and analysts - typical range $150-250/hr

$

VPs and principals - typical range $300-500/hr

Ready to Beat Warburg Pincus, Leonard Green, and Hellman & Friedman

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