Scaling Investment Screening and Portfolio Valuation for a Private Credit Lender

Private Credit Lender

2-3

Investment one-pagers delivered within 24 hours

~50

Private companies analyzed monthly across sectors

70

Portfolio companies valued quarterly

~3x

Portfolio growth over four years

Client Overview

A US mid-market private credit lender with approximately $10 billion in assets under management, investing across private companies and requiring timely deal screening and recurring portfolio valuations.

The Challenge

More Deals to Screen. A Growing Portfolio to Value.

The lender needed to assess prospective private credit investments within tight timelines while maintaining rigorous underwriting standards. Each opportunity required a clear view of the business, its investment potential, and its structural credit risks. Incomplete or delayed information from sponsors made those assessments harder, leaving investment teams with less time to evaluate opportunities and identify questions for further diligence.

Alongside new deal screening, the lender needed ongoing portfolio monitoring, quarterly fair-value assessments, and debt covenant tracking. As the deal pipeline and portfolio expanded, the challenge was to increase research capacity while preserving analytical depth, consistency, and turnaround times across both activities.

Sutherland Solution

Deeper Deal Insights, From Screening to Valuation

Sutherland combined sector research, company analysis, and quarterly valuation support to help the lender assess new opportunities and monitor existing investments. The team provided qualitative and quantitative insights across three areas.

  • Preliminary deal screening: Using Sutherland Deal Pulse, the team converted confidential information memoranda (CIMs) and deal documents into concise investment views. These summaries brought together key findings, risks, diligence questions, and valuation context to support initial investment committee review.
  • Focused investment diligence: The team analyzed companies across sectors, developing structured assessments of industry dynamics, competitive positioning, customers, business models, and risk areas. This gave the lender a deeper basis for evaluating opportunities and directing further diligence.
  • Quarterly portfolio valuation: Beyond initial screening, Sutherland supported recurring fair-value assessments of portfolio companies. The team incorporated trading comparables, transaction precedents, pricing benchmarks, and company-specific valuation drivers into appraisal workflows, providing analytical support as the portfolio expanded.

The Outcome

24-Hour Investment Views. Quarterly Portfolio Coverage.

Sutherland delivered 2–3 investment one-pagers within 24 hours, giving the lender timely, structured insights to support preliminary deal decisions. Analysis of approximately 50 private companies each month extended research coverage across sectors and helped the investment team evaluate a steady flow of opportunities.

Quarterly valuations covered 70 portfolio companies, supporting recurring fair-value assessments alongside new deal screening. Over four years, the client’s portfolio grew approximately threefold, with Sutherland providing research and valuation support throughout that period.

Together, these capabilities gave the lender a consistent foundation for assessing prospective investments and reviewing portfolio value as its research requirements expanded.

Capabilities

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