Bank research teams
Borrower or project documents summarised with page references and open questions. Not a credit decision.
Institutional research
Decision-ready project research. Evidence you can inspect.
For bank research teams, funds, sponsors and advisers: project documents organised, evidence gaps identified and briefs reviewed by a named person.
Use cases
Who uses institutional research
Funds & asset managers
Project attributes compared with your mandate, gaps listed. Not a recommendation.
Project sponsors
A consistent evidence inventory and dossier before approaching capital.
Advisers & engineers
Shared review checklists and versioned briefs for expert verification.
Deliverables
Four outputs a credit committee can evaluate
Project Passport
Sponsor, location, sector, phase, financial range and document inventory, each with a source label.
Evidence register
Claim, document, page, source date, verification state, missing proof and reviewer.
Readiness gap report
Missing documents and open diligence questions, prioritised.
Debt capacity test
DSCR and LLCR by year and scenario in a reconciled Excel model.
AI may assist drafting; every brief is checked and signed by a person. Client data reaches an AI provider only with explicit authorisation.