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The diligence engine for
private credit.

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Package

Unlimited-Sized
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PDF
CIM.pdf
X
Financial Model.xlsx
X
Cap Table.xlsx
PDF
Amendment.pdf
PDF
409A Valuation.pdf
PDF
Board Minutes.pdf
X
AR Aging.xlsx
W
Customer Contract.docx
CIM received
Financial model verified
Cap table reconciled
409A valuation reviewed
Customer contracts filed
09:41:02CIM.pdf uploaded by J. Smith
09:41:03Financial Model.xlsx opened by M. Chen
09:41:18Cap Table.xlsx downloaded by K. Patel
09:42:05Amendment.pdf v2 replaced by J. Smith
09:42:31409A Valuation.pdf opened by M. Chen
09:43:12Board Minutes.pdf added by K. Patel
09:43:44Customer Contract.docx shared externally

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Your Work Product

Diligence list, model, and memo. Your format, in 30 minutes.

Diligence list Diligence List
Financial model Model
Credit committee memo Memo