~
0
%
Faster evaluation turnaround
4-5 hours
Evaluation time per target, down from 13-15 hours
Accelerating Deal Screening and Diligence with AI-Enabled Greenlights
About the Client
The client is a private credit fund evaluating prospective opportunities across its deal pipeline. Its deal team manages the initial screening of targets, prepares conditional proceeding recommendations, and conducts comprehensive due diligence on opportunities that receive a conditional go-ahead.
Business Challenge
Key challenges to faster, rigorous screening and diligence initiation
1. Rapid early-stage screening
Targets needed to be assessed and progressed quickly without diluting the rigor of each pass or progress decision
2. Limited initial information
Business models, market dynamics, and management’s strategic vision had to be assessed using initial file dumps alone
3. Financial risk assessment
Historical financials required review for earnings quality, cash flow drivers, thesis alignment, and financial risk before any go-ahead
4. Manual diligence kickoff
DDQs were drafted manually after each conditional go, creating friction before deep-dive diligence
Strategic Approach
TresVista's Solution: A Claude CoWork framework connecting screening with deal-specific DDQ generation
TresVista established a dedicated Claude CoWork framework with preset instructions to evaluate initial screening files and automatically trigger tailored DDQs for prospects receiving a conditional go-ahead.
01
Structured initial assessment
The framework evaluated the business model, market dynamics, and management vision using the initial borrower file set
02
Historical financial analysis
It reviewed earnings quality, cash flow drivers, thesis alignment, and financial risk to support screening decisions
03
Diligence-gap identification
Claude CoWork ingested borrower folder maps and packages to identify missing information and areas requiring investigation
04
Conditional note and DDQ workflow
The solution supported go / no-go recommendations and generated deal-specific DDQs, with final decisions remaining under human oversight
TresVista Impact
Faster screening. Smoother diligence kickoff. Human-led decisions.
Before
100%
Baseline Effort
After
30%
Of Baseline Effort
18%
Execution effort:
~70% Efficiency gain in execution effort
Reinvested in higher-value analytical work.
Outcome
- Cut evaluation turnaround from 13-15 hours to 4-5 hours per target, accelerating go / no-go decisions by approximately 70%
- Streamlined the diligence kickoff by generating comprehensive DDQs when a target received a conditional go-ahead
- Enabled faster, more objective initial decisions while retaining strict human oversight on every pass or progress call
- Created a continuous workflow from initial screening through due diligence scoping
Tools & Technologies
Ready to Solve Your Next Business Challenge?
Explore how TresVista can help you achieve meaningful business outcomes through domain expertise, Human-led AI workflows, and scalable operating support