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Advisory & execution

Eight service lines, one institutional production chain

Investor & Co delivers the work of an investment bank's origination, analysis, credit and syndication desks as a single governed workflow. Sponsors obtain finance-ready documentation; investors receive files that already meet institutional diligence standards.

Service lines
08
Risk dimensions
14
Countries covered
150

S01

Investment case construction

We convert a sponsor's intent into an institutional investment case: executive summary, business model, market and competitive position, use of proceeds, SWOT and a defensible investment thesis. Every statement is traceable to the data entered once in the intake profile.

  • Investment memorandum
  • Executive teaser
  • Use-of-funds schedule

S02

Financial engineering & modelling

A complete three-statement model is generated from your operating assumptions: income statement, balance sheet and cash flow, with EBITDA, DSCR, IRR, NPV, payback and sensitivity analysis. Scenarios are versioned so committee members always review the same figures.

  • Three-statement model
  • Sensitivity grid
  • Debt schedule

S03

Risk & country intelligence

Fourteen risk dimensions, financial, market, operational, legal, regulatory, country, currency, counterparty, environmental and governance, are consolidated into a documented project risk score with a written rationale for each component.

  • Risk assessment
  • Country exposure note
  • Mitigation plan

S04

Credit structuring & committee

Repayment capacity, leverage, collateral coverage and covenant headroom are assessed to produce indicative debt capacity, tenor, pricing corridor and recommended conditions precedent, then submitted to a digital credit committee with recorded votes.

  • Indicative term sheet
  • Committee minute
  • Conditions register

S05

Capital raising & investor matching

Sector, geography, ticket size, instrument, target return and risk appetite are matched against live investor mandates. Each introduction carries an explained match score so both sides understand why the file is relevant before diligence begins.

  • Matched investor list
  • Match rationale
  • Outreach pack

S06

Data room & transaction execution

Permissioned data rooms with versioning, watermarking and full access logs support NDA, due diligence, term sheet negotiation and closing. Every document event is written to an immutable audit trail for counsel and auditors.

  • Virtual data room
  • Diligence index
  • Closing checklist

S07

Compliance, KYC & AML

Account and counterparty onboarding is screened, evidenced and time-stamped. Verification statuses, document expiry and escalation are tracked per case, with segregation of duties and four-eyes approval on sensitive changes.

  • KYC case file
  • Screening record
  • Audit log extract

S08

Portfolio monitoring & reporting

After closing, the same data set drives covenant tracking, drawdown and disbursement monitoring, multi-currency portfolio consolidation and periodic investor reporting in the format each stakeholder requires.

  • Portfolio dashboard
  • Covenant report
  • Investor update

Engagement model

A disciplined path from intent to committed capital

  1. 01Mandate framingWe agree objectives, jurisdictions, instruments and the governance model applicable to your file.
  2. 02Enter data onceThe intake profile captures sponsor, project, financial and compliance data a single time and reuses it everywhere.
  3. 03Automated productionModels, scores, memoranda and reports are generated, versioned and prepared for human review.
  4. 04Committee & capitalFiles pass credit and investment committee, then reach matched investors through a permissioned data room.
Investment analyst reviewing market data

Open a mandate

Create an account to build your first dossier, or speak with the team about an institutional roll-out across your portfolio.

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