When your lender rebuilds your model, the numbers have to hold.
Independent sponsors and search funds get re-underwritten by every equity partner and lender — and the deal stalls when their numbers don't survive that scrutiny. Capital Refinery turns teasers, CIMs, and data rooms into one standardized, source-verifiable record — IC-ready, lender-ready, partner-ready — so when they re-derive your figures, the figures hold. Be verifiable, not just polished.
The reality for independent sponsors
You move fast on opportunity. The bottleneck is everything that has to happen between “the CIM looks interesting” and “the equity partner is comfortable, the lender is comfortable, the seller is comfortable.”
Each of those audiences wants a different cut of the same numbers. Each cut takes hours. The model gets rebuilt for the lender view. The IC pack gets rebuilt for the equity partner. The operator memo gets rebuilt for the seller. Every rebuild is a chance for definitions to drift.
What changes when your KPIs are centralized
- One standardized lane-aware deal canvas — corp PE, private credit, real estate, or hybrid
- Equity-partner view, lender view, IC view all generated from the same dossier
- KPIs extracted from CIMs, T-12s, rent rolls, and exports with cell-level lineage
- Risk Signals graded against the thresholds your equity partners and lenders expect
- Excel exports that carry the dossier fingerprint — partners can verify independently
Where this fits into your week
- Drop the CIM into the platform — same-day extraction with source-backed numbers
- See the KPI gaps before the lender call, not during it
- Generate IC-ready and partner-ready summaries directly from the standardized model — no copy/paste drift
- Operator console surfaces leverage, coverage, cash flows for the lender view while keeping your sponsor view intact
- Post-close: KPIs stay aligned with the underwriting, drift flags trigger updates to capital partners
What Capital Refinery does for independent sponsors
- Centralizes sourced, brokered, and inbound deals with tags, stages, and theses you can show partners
- Extracts KPIs from CIMs, T-12s, rent rolls, exports — compares against your own comps — exports clean Excel for equity and lenders
- Keeps post-close KPIs aligned with underwriting; flags drift; powers updates to management and capital partners
- Answers deal questions with context — coverage, margins, churn, cohorts — tied back to source files for credibility
Bring one live deal. We'll handle the plumbing.
Share the teaser, CIM, or data room you're working now. Same-day diagnostic showing the IC, lender, and partner views — without rebuilding the model every time.