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Pepper is designed to handle all aspects of Deal Management, including:
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.
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.
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.
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.
Connect Pepper to the tools your team already uses: Slack, Dropbox, HubSpot, data providers, and more. Data flows across your technology ecosystem without manual exports or duplicate entry.
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.
Investment committee dashboards and deal summary outputs generated directly from live deal data. Your analyst stops building the deck from exported data. Your IC sees the deal as it actually stands — not as it stood when the export ran.
Deal intelligence created at origination flows automatically into portfolio monitoring at close. Covenant terms, tranche structures, key dates — all carried forward without re-entry. No data lost at the most critical handoff in the private credit lifecycle.
Most AI tools for investment management are trained on generic data — and produce outputs that sound plausible but cannot be verified against your actual portfolio. Pepper AI is different. It operates on the structured, investment-grade data your team manages on the Pepper platform — deal records, covenant terms, borrower financials, LP obligations. The reliability of Pepper AI is directly tied to the quality of your data foundation, which is why we built the data platform first and the AI second.
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.
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.
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.
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
Manage complex multi-asset deal pipelines, track co-investments across fund structures, and maintain full data fidelity from origination through exit.
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.
Manage high-volume pipelines of underlying fund interests and direct co-investments with the data structure and scalability that secondaries complexity demands.
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