Private Capital Intelligence Platform

The operating system
for private capital
investment teams.

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.

Deal Pipeline·Stress Testing·Capital Stack·Portfolio Analytics·AI Underwriting·Auto Reporting
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3
Stress Engines
CRE · OpCo · Credit
7
Pipeline Stages
Full deal lifecycle
7
Early Warnings
Covenant signals
10+
UW Templates
Asset-class specific
99.9%
Uptime SLA
Always operational
Platform

Six modules. One platform.
Complete deal lifecycle coverage.

Every module is purpose-built for private capital workflows. No generic tools, no compromises.

PIPELINE

Deal Pipeline & Origination

Track every deal from first look through close. Stage management, GAV tracking, pursuit costs, geographic breakdown — all in one view.

  • LOI → IC → Board → Close stages
  • Per-deal GAV, pursuit costs, position
  • Asset class and geographic concentration
  • Kanban and table views
STRESS TESTING

Institutional Stress Engine

Three purpose-built engines — CRE, OpCo/LBO, Private Credit. Four scenario modes with live covenant breach timelines and probability-weighted IRR.

  • CRE, OpCo/LBO, Private Credit engines
  • BASE · STRESS · BEAR · MACRO SHOCK
  • Live DSCR and covenant trajectories
  • Probability-weighted IRR output
CAPITAL STRUCTURE

Capital Stack Builder

Multi-tranche modeling with blended WACC, FCCR, and interest coverage updated on every lever change. OpCo waterfall and PIK structures included.

  • Senior TL · 2L · Mezz · Pref · LP Equity
  • Live WACC, FCCR, coverage ratios
  • Equity waterfall and PIK modeling
  • Debt tranche sizing and exit scenarios
PORTFOLIO ANALYTICS

Live Portfolio Monitoring

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.

  • NOI · DSCR · Occupancy · Debt Metrics
  • 7-signal early warning system
  • Health score per deal with severity flags
  • Fund-level AUM and deployment analytics
AI ENGINE

AI Underwriting Intelligence

Extracts financials from OMs and CIMs. Drafts IC memos and LP summaries. Answers any underwriting question with persistent memory across all sessions.

  • OM and CIM document parsing
  • IC memo and LP summary drafting
  • Underwriting Q&A with deal context
  • Persistent memory across sessions
REPORTING

Automated Reporting Engine

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.

  • AI quarterly report synthesis
  • Pipeline report PDF with risk analysis
  • Branded exports for LPs and ICs
  • Role-based team access and audit trails
Deal Workflow

From first look to
quarterly report.

T.HESIS covers the complete lifecycle of a private capital investment — no tool-switching, no lost context.

01

Source & Track

Add deals to your pipeline. Tag by asset class, stage, and position. Track GAV and pursuit costs as the deal progresses.

02

Underwrite

Run stress tests across CRE, OpCo, or private credit engines. Build the capital stack. Adjust levers — watch metrics update live.

03

AI Analysis

Upload the OM or CIM. AI extracts financials, answers underwriting questions, drafts the IC memo with deal context.

04

Monitor

Move acquired deals to your portfolio. The 7-signal warning system flags covenant risk and health issues in real time.

05

Report

Generate branded quarterly reports from monthly uploads. Pipeline reports auto-generate as PDFs with charts and flags.

Why T.HESIS

Not a spreadsheet.
Not a CRM.
A capital intelligence engine.

Most investment teams run on disconnected tools. T.HESIS replaces that fragmentation with one integrated system built specifically for private capital.

End-to-end deal coverage

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.

AI that knows your portfolio

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.

Purpose-built stress testing

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.

Reports that write themselves

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.

Built For
PE Funds
Middle market buyout & growth
Debt Funds
Private credit & loan books
Family Offices
$100M+ AUM direct investing
Ind. Sponsors
Deal-by-deal GP structures
Real Estate
CRE direct investment firms
Credit Managers
Structured credit & CLO mgmt
Request Access

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.

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Deal Pipeline
Full lifecycle tracking
Stress Testing
3 engines · 4 scenarios
AI Underwriting
Document parsing + memos
Auto Reporting
Quarterly synthesis