Company Capital

Company Capital, a $5B middle-market private credit firm, ran a high-volume underwriting operation with deal sizes from $50M across a broad middle-market range. Analysts were manually combing through CIMs, management decks, and financial models to create investment memos and deal comparisons. This resulted in slow turnarounds, inconsistent materials, and less time for strategic analysis.

Claira's AI-driven deal intelligence platform was integrated directly into the underwriting workflow to automate memo and credit write-up generation from CIMs, term sheets, and financials. The platform builds standardized deal comparisons highlighting key risks and strengths, and uses AI-powered question models to pull answers from deal documents — automatically flagging missing data and suggesting follow-ups.

Deal memo prep time was cut by 35%+, freeing analysts to focus on higher-value tasks such as diligence calls, structuring, and sponsor strategy. Investment committee materials became sharper and more reliable. Automation is expanding into portfolio monitoring and real-time financial updates for continuous visibility across investments.

• Automating document-heavy workflows in private credit can free significant analyst capacity for strategic work without replacing human judgment.
• Standardization through AI reduces variability between analysts and improves consistency of materials presented to investment committees.
• AI-driven due diligence tools that surface what's known, missing, and worth following up on can transform diligence lists from a bottleneck into a fast, focused step.