One place for every deal, from first look to close.
The underwriting math, the documents and data room, the people involved, and the running history of what happened and when — nothing re-typed into three spreadsheets and two email threads.
Built for family offices, brokerages, credit funds, and sponsors running their own capital.
The dashboard your deal team actually lives in.
A firm-wide view of AUM, dry powder, and risk — the same screens your team opens every morning.
Portfolio — fund-level AUM, dry powder, asset mix, and IRR by sector.
Briefing Room — global capital allocation, ongoing raises, and risk heatmap.
Underwriting intelligence in your back pocket.
Underwriting agents extract financials from the OM and draft the memo before your analyst finishes the first read.
Monitoring agents flag covenant and repayment risk before it becomes a breach.
Each module is purpose-built for private capital workflows — not adapted from generic SaaS tools.
- Kanban and table views across all pipeline stages
- LOI → IC Presentation → Board Approval → Close
- Geographic and asset-class concentration analysis
- 3 independent engines: CRE, OpCo/LBO, Private Credit
- Four scenario modes: Base · Stress · Bear · Macro Shock
- Live covenant breach timelines and DSCR trajectories
- Senior TL, 2nd lien, mezz, preferred equity, LP common
- Blended WACC, coverage, FCCR on every lever change
- OpCo capital stack with equity waterfall and PIK
- Real-time NOI, DSCR, occupancy, debt metrics
- 7-signal early warning system flags covenant risk
- Fund-level AUM, deployed capital, conversion rates
- Extracts financials from OMs, CIMs, and Excel uploads
- Drafts IC memos and LP summaries with deal context
- Persistent memory across sessions
- AI-powered quarterly report generator
- Role-based access: Admin, Analyst, Portfolio Manager
- Firm-branded exports and full audit trails
From first look to quarterly report — the complete lifecycle of a private capital investment.
Add deals to the pipeline, tagged by asset class, stage, and size.
Run stress tests, build the capital stack, adjust levers live.
Upload the OM or CIM — AI extracts financials and drafts the memo.
Acquired deals move to the portfolio with live early warnings.
Generate branded quarterly and pipeline reports as PDFs.
Most investment teams run on spreadsheets, scattered PDFs, and disconnected tools. T.HESIS replaces that fragmentation with one integrated system.
From first look through acquisition to quarterly reporting. Every deal lives in one place — no tool-switching, no lost context.
It runs your firm's actual underwriting math, shows its work, and does real tasks like scheduling calls or drafting reports — not a chatbot describing what you'd still have to do.
Three independent engines — CRE, OpCo/LBO, Private Credit — with four scenario modes, purpose-built per asset class.
Upload monthly reports and your firm template — T.HESIS synthesizes a fully-drafted quarterly report.
Institutional-grade intelligence.
Deployed to your team.
T.HESIS is available by application. We work directly with each team to configure the platform for their asset classes, workflow, and reporting requirements.