Accelerate your situational credit underwriting

Transform borrower data into comprehensive credit memos and lender presentations in minutes, not days.

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

Manual lender presentation bottlenecks
Your team likely spends days manually tailoring lender presentations for banks, BDCs, and direct lenders, diverting focus from deal structuring. Reformatting borrower data for multiple capital partners creates unnecessary friction in your execution pipeline.
How Brightwave Helps:

Brightwave automates the synthesis of financial statements into professional lender presentations customized for your specific audience. You can instantly generate deliverables with full citations, reducing days of formatting work to minutes.

Complex covenant compliance testing
Manually calculating covenant compliance and running stress scenarios on lower middle market borrowers is prone to error and consumes valuable analyst hours. Your rigorous credit risk management requires precision without the manual grind of spreadsheet maintenance.
How Brightwave Helps:

Upload loan documentation to instantly run automated covenant compliance analysis and stress testing. Brightwave enables you to validate financial health and potential risks immediately, ensuring robust portfolio monitoring without the manual overhead.

Inefficient senior professional utilization
When your senior credit professionals spend hours synthesizing data rooms instead of negotiating terms, your deal capacity suffers. High-value underwriting expertise shouldn't be wasted on low-value document preparation and data extraction.
How Brightwave Helps:

Empower your team to process data rooms 25x faster, allowing senior talent to focus on structuring situational capital solutions. Start processing your first deal in under 30 seconds to reclaim time for high-leverage decision making.

Slow situational credit assessment
Assessing non-traditional capital needs requires rapid synthesis of disparate financial documents and market research to identify risks early. Delays in initial triage due to manual review can mean missing the window for high-quality lending opportunities.
How Brightwave Helps:

Generate comprehensive credit memos and risk assessment reports directly from raw data room files. Brightwave allows you to evaluate borrower viability faster with sentence-level citations, giving you a speed advantage in the lower middle market.

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

Let's build your competitive advantage.

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