A middle-market private credit firm was running its entire deal operation manually.
Analysts extracted data from CIMs by hand, built investment memos in PowerPoint, and copy-pasted figures into iLevel for portfolio tracking. Quarterly reporting took days longer than it should have. The firm wanted to grow its deal volume, but couldn't see a path to doing it without adding headcount it was unwilling to hire.
Soal Labs co-designed and built a custom underwriting and due diligence application integrated with Microsoft Dynamics, iLevel, and SharePoint, automating CIM parsing, investment memo generation, and portfolio handoff documentation.
CIM parsing, memo generation, and portfolio handoff documentation, previously done manually, now happen in a fraction of the time, with AI handling the first pass automatically.
Deal volume increased 50 percent without adding a single headcount, the firm scaled its origination capacity entirely through workflow automation.
Quarterly LP reporting, previously delayed by days due to manual data aggregation, now runs on time without exception, removing a recurring source of stakeholder friction.
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