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The intelligent deal platform for alternative asset managers
The Deal Lifecycle on One Platform
From deal ingestion to post-close monitoring. no re-entry.
Every stage of the private credit deal lifecycle on one data spine — deal intelligence flows forward automatically at every handoff. Pepper gives your investment team one unified, real-time view of every opportunity so you move faster, decide with better information, and capture more of the deals that match your mandate.
Deal ingestion
AI captures CIMs, term sheets, deal data
Pipeline mgmt
Board & table views, stage tracking
Deal scoring
Criteria-based, consistent evaluation
Documentation
Vault linked to deal record
IC Reporting
Live data, no manual assembly
Multi-close
Tranches, DDTL, revolvers
Post-close
Auto-flows into portfolio monitoring
Platform Capabilities
Every capability the deal team
needs. One connected system.
Deal ingestion
The advantage starts before the pipeline. Pepper's AI-powered deal ingestion layer captures CIMs, term sheets, and deal data from email, portals, and third-party sources — automatically populating structured deal records so your team evaluates the deal, not the data entry.
AI-powered
Pipeline management
Live deal pipeline in board or table view, with stage tracking, probability weighting, and resource allocation across every active opportunity. Your investment team sees every deal, every stage, in one place.
Deal scoring
Consistent, criteria-based scoring of every private credit and alternatives opportunity against your investment mandate — weighted by sector fit, credit quality, return profile, and structural terms. Judgment stays with your team. The scoring removes the inconsistency.
Deal documentation vault
Every CIM, term sheet, legal agreement, and IC memo stored, versioned, and linked to the deal record — not filed in a shared drive folder. When a document changes, the deal record reflects it. When a deal closes, the documentation travels with it into portfolio monitoring.
Also includes: API Connectivity & Third-Party Integrations
Connect Pepper to Slack, Dropbox, HubSpot, data providers, and more via API — data flows across your technology ecosystem without manual exports or duplicate entry.
Multi-close & tranche tracking
Full visibility into delayed-draw term loans, revolving facilities, and multi-tranche structures. Capital committed versus drawn, unfunded obligations, and draw conditions tracked in real time — no manual reconciliation between the credit agreement and the monitoring record.
IC-ready reporting
Configurable LP dashboards providing each investor with real-time visibility into their allocations, performance, capital activity, and document library — without requiring a manual report cycle.
Post-close monitoring integration
Each LP's investment restrictions, concentration limits, and mandate parameters tracked continuously against your portfolio — with automated alerts before you approach a breach.
Who Is Pepper Deal Management Built For?
Purpose-built for alternative
asset managers.
Private credit & direct
lending teams
Track credit deal flow against mandate, monitor key dates and covenant terms from day one, and maintain a single source of truth across every credit position from origination through maturity.
Private equity fund
managers
Manage complex multi-asset deal pipelines, track co-investments across
fund structures, and maintain full data fidelity from
origination through exit
—
on one connected
platform.
Fund of funds &
secondary managers
Manage high-volume pipelines of underlying fund interests and direct co-investments with the data structure and scalability that secondaries complexity demands.
Pepper AI
AI that manages LP relationships at the speed your portfolio moves
Pepper AI operates on the structured LP data your team has built in the platform — allocation records, communication logs, performance data — turning hours of manual LP relationship work into minutes of review and approval.
Document intelligence
CIMs, offering documents, and term sheets processed in minutes. Key financial metrics extracted and mapped to your deal model automatically. Your analyst reviews the output and applies judgment — not the source document line by line.
Time saved: 4–6 hours per deal on data extraction and entry
Covenant early warning
Financial patterns in portfolio company data analysed continuously. Credits showing margin compression, working capital deterioration, or coverage ratio decline flagged 60–90 days before a technical breach — giving your team time to act, not just react.
Use case: FCCR, LTV, and borrowing base covenant testing
Comparable Transaction Surfacing
When pricing a new credit or secondaries opportunity, Pepper surfaces relevant transactions from your deal history and market data. Your team prices with context, not memory.
Use case: Pricing, IC approval, and LP reporting support
IC memo drafting
First-draft IC memo sections assembled from structured deal data. Your team edits, challenges assumptions, and adds conviction. Hours previously spent on compilation go back to analysis.
Time saved: 4–6 hours per IC submission
Investment due diligence agent
Pepper's Due Diligence Agent works autonomously across the full pre-investment
workflow — ingesting the CIM, extracting financial data, running it against your investment
criteria, surfacing comparable transactions, flagging key risk factors, and assembling a first-draft
credit memo — all before your analyst has finished reading the teaser.
The agent doesn't replace your investment judgment. It eliminates the hours of data assembly that
precede it, so your team arrives at the analysis stage with a structured view of the deal already in
hand. Every output is traceable to a source document and overridable at any point.
Time saved: 4–6 hours per IC submission
Ready to transform your deal management?
See why alternative asset managers choose Pepper for private credit
deal management — from first screen to final close.
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