Market Insights
Fractional CFO for Debt Refinancing and Maturity Planning
Fractional CFO for Debt Refinancing and Maturity Planning. Professional analysis of refinancing model, lender package and cash planning, with practical metri.
Market Insights
Market notes on commodities, trading houses and structured finance themes that affect how deals are underwritten.
Market Insights
How to Model a Unitranche, Senior Debt and Mezzanine Capital Stack
How to Model a Unitranche, Senior Debt and Mezzanine Capital Stack. Professional analysis of cash interest, PIK, amortization and exit leverage, with practic.
Market Insights
How to Prepare Monthly Financials for a Commercial Loan Credit Committee
How to Prepare Monthly Financials for a Commercial Loan Credit Committee. Professional analysis of monthly trends, liquidity, leverage and variance analysis.
Market Insights
How to Build a Lender Data Room That Answers Credit Questions
How to Build a Lender Data Room That Answers Credit Questions. Professional analysis of financials, contracts, debt, collateral and forecasts, with practical.
Market Insights
Fractional CFO for Private Credit Underwriting and Lender Diligence
Fractional CFO for Private Credit Underwriting and Lender Diligence. Professional analysis of credit package, model and diligence response, with practical me.
Market Insights
What a Monthly CFO Reporting Pack Should Contain
What a Monthly CFO Reporting Pack Should Contain. Professional guidance on P&L, balance sheet, cash flow, KPIs and variance analysis with the financial, comm.
Market Insights
How a Fractional CFO Prepares Management for Lender Due Diligence
How a Fractional CFO Prepares Management for Lender Due Diligence. Professional guidance on Q&A preparation, reconciliations and forecasting with the financi.
Structured Finance
How Debt Yield Changes Commercial Real Estate Loan Proceeds
How Debt Yield Changes Commercial Real Estate Loan Proceeds. A lender-focused analysis of debt yield and lender sizing and how the financing structure changes.
Structured Finance
Bridge Financing for Properties With Near-Term Lease Rollover
Bridge Financing for Properties With Near-Term Lease Rollover. Structuring considerations, lender requirements, documentation and execution issues for compani.
Structured Finance
CRE Debt for Assets Below Stabilized Occupancy
CRE Debt for Assets Below Stabilized Occupancy. Structuring considerations, lender requirements, documentation and execution issues for companies evaluating t.
Structured Finance
How Lease Expirations Affect Commercial Real Estate Debt
How Lease Expirations Affect Commercial Real Estate Debt. A lender-focused analysis of rent roll and rollover risk and how the financing structure changes in.
Structured Finance
How Private Credit Lenders Treat EBITDA Add-Backs
How Private Credit Lenders Treat EBITDA Add-Backs. A lender-focused analysis of normalization and credibility and how the financing structure changes in pract.