Question 1

What is T.HESIS?

Accepted Answer

T.HESIS keeps a firm's deal, from first look to close, in one place: the underwriting math, the data room and documents, the people involved, and the running history of what happened.

Question 2

Who is it built for?

Accepted Answer

Family offices, brokerages, credit funds, and sponsors running their own capital — any firm that wants fewer places to look and more confidence in what it's looking at.

Question 3

Do you support multiple asset classes?

Accepted Answer

Yes. The platform covers commercial real estate, operating companies (OpCo/LBO), and private credit / debt, each with its own purpose-built underwriting engine.

Question 4

How does stress testing work?

Accepted Answer

Three independent engines — CRE, OpCo/LBO, and Private Credit — run four scenario modes (Base, Stress, Bear, Macro Shock), with live covenant breach timelines and probability-weighted IRR outputs.

Question 5

What does the AI underwriting engine do?

Accepted Answer

It extracts financials from OMs, CIMs, and Excel uploads, answers underwriting questions with tool-calling precision, and drafts IC memos and LP summaries with deal-specific context. It keeps persistent memory across sessions.

Question 6

Can I track my pipeline and portfolio in one place?

Accepted Answer

Yes. Deals move through 7 pipeline stages from Initial Review to Closed, then into live portfolio monitoring with a 7-signal early warning system for covenant and health risk.

Question 7

Can I export reports?

Accepted Answer

Reports export as firm-branded PDFs, including AI-synthesized quarterly reports from monthly inputs and auto-generated pipeline reports with charts and concentration analysis.

Question 8

How is my data protected?

Accepted Answer

All traffic is encrypted end-to-end over TLS 1.3. Role-based access controls (Admin, Analyst, Portfolio Manager) restrict who can see and edit each deal.

Question 9

Is there an audit trail?

Accepted Answer

Yes. Every action on a deal — edits, uploads, stage changes — is logged in a full audit trail per user and per deal.

Question 10

How is pricing structured?

Accepted Answer

Each tier combines a flat annual platform license with a per-seat fee. Analyst and Mid-Market seat costs update live with the calculators on the pricing page; Institutional and Enterprise are scoped with your team.

Question 11

Can I change plans later?

Accepted Answer

Yes. You can move between tiers as your team grows — seat counts and billing adjust on your next renewal, or immediately for a prorated upgrade.

Question 12

How do I manage invoices and payment methods?

Accepted Answer

From Billing, use Manage Billing to open your billing portal — update your card, download past invoices, or cancel your subscription.

Question 13

Is there a contract minimum?

Accepted Answer

Analyst and Mid-Market are billed annually with no multi-year lock-in. Institutional and Enterprise are annual contracts scoped to your seat count and requirements.

Common questions.