Pipeline origination. Institutional stress testing. AI-powered underwriting. Live portfolio monitoring. Automated reporting.
Built for PE funds, real estate sponsors, family offices, and private credit managers who need precision tooling — not generic software.
Every module is purpose-built for private capital workflows. No generic tools, no compromises.
Track every deal from first look through close. Stage management, GAV tracking, pursuit costs, geographic breakdown — all in one view.
Three purpose-built engines — CRE, OpCo/LBO, Private Credit. Four scenario modes with live covenant breach timelines and probability-weighted IRR.
Multi-tranche modeling with blended WACC, FCCR, and interest coverage updated on every lever change. OpCo waterfall and PIK structures included.
Real-time NOI, DSCR, occupancy, and debt metrics across every position. A 7-signal early warning system flags covenant risk before it becomes a default event.
Extracts financials from OMs and CIMs. Drafts IC memos and LP summaries. Answers any underwriting question with persistent memory across all sessions.
Upload monthly reports and your firm's template — T.HESIS synthesizes a fully-drafted quarterly report. Pipeline reports auto-generate with charts and risk flags.
T.HESIS covers the complete lifecycle of a private capital investment — no tool-switching, no lost context.
Add deals to your pipeline. Tag by asset class, stage, and position. Track GAV and pursuit costs as the deal progresses.
Run stress tests across CRE, OpCo, or private credit engines. Build the capital stack. Adjust levers — watch metrics update live.
Upload the OM or CIM. AI extracts financials, answers underwriting questions, drafts the IC memo with deal context.
Move acquired deals to your portfolio. The 7-signal warning system flags covenant risk and health issues in real time.
Generate branded quarterly reports from monthly uploads. Pipeline reports auto-generate as PDFs with charts and flags.
Most investment teams run on disconnected tools. T.HESIS replaces that fragmentation with one integrated system built specifically for private capital.
From first look through acquisition to quarterly reporting. Every deal lives in one place — pipeline stage, stress test outputs, AI analysis, and portfolio metrics. No context lost between tools.
The AI engine has persistent memory across sessions. It knows the deals you're tracking, the capital stack details, your stress test results, and your firm's investment criteria. Answers, not suggestions.
Three independent engines — CRE, OpCo/LBO, Private Credit — each with the right inputs for that asset class. Four scenario modes from BASE to MACRO SHOCK. Not a generic sensitivity table.
Upload three monthly reports and your firm template. T.HESIS synthesizes a fully-drafted quarterly narrative. Pipeline reports auto-generate with concentration risk flags, charts, and geographic breakdowns.
A 10-person emerging manager and a 5,000-person asset management firm should both feel this platform was built for their exact scale.
All plans billed annually.
Independent sponsors, emerging managers, and small investment teams getting started with institutional tooling.
Need more than 25 seats? See Mid-Market →
Instant access after payment. No sales call required.
Growing funds, family offices, and regional investment platforms scaling their deal teams.
Need more than 200 seats? See Institutional →
Review your custom quote. Pay online, access immediately.
Established multi-strategy funds and large investment platforms with 200–1,000 seat teams.
Platform license + volume seat pricing. Scoped to your org structure and fund count.
20-minute scoping call. Custom quote delivered within 24 hours.
Global asset managers, large multi-fund platforms, and firms with 1,000 to 10,000+ seats across multiple geographies.
1,000–10,000+ seats · Multi-fund · Full enterprise contract
No pitch decks. A direct conversation about your team's scale and requirements.
| Feature | Analyst | Mid-Market | Institutional | Enterprise |
|---|---|---|---|---|
| Pricing | ||||
| Platform License/yr | $12K | $36K | $120K+ | Custom |
| Seat Range | 1–25 | 25–200 | 200–1K | 1K–10K+ |
| Support SLA | 48hr | 8hr | 4hr | Custom |
| Core Platform — included on every plan | ||||
| All 14 Dashboard Modules | ||||
| 22-Tool Math Engine | ||||
| All 3 Stress Test Engines | ||||
| AI Brain (9 intent classes) | ||||
| AI IC Memo Generation | ||||
| Deal Scoring (6 dimensions) | ||||
| Firm-Branded PDF Exports | ||||
| Unlimited Active Deals | ||||
| Pipeline Management | ||||
| Team & Org Structure | ||||
| PM-Scoped AI Settings | ||||
| Multi-Portfolio Structure | ||||
| Sub-Accounts per Fund | ||||
| Custom AI Governance | ||||
| Volume Seat Pricing | ||||
| Enterprise | ||||
| API + Webhook Access | ||||
| Custom AI Model Config | ||||
| Dedicated CSM | ||||
| Custom Contract Terms | ||||
All tiers include full platform access. Tier differences are seat scale, support SLA, and enterprise org tooling.
T.HESIS is available by application. We work directly with each team to configure the platform for their asset classes, workflow, and reporting requirements.