Capital Refinery
Pricing · Investors & lenders

Buy-side engagements. NDA-gated, bespoke, anchored to your book.

Continuous borrower monitoring with evidence-backed breach forecasting, pre-close diligence with decision-grade IC records, portfolio readiness rollups, and LP-verifiable signed exports. Single-deal engagements anchor $25K–$100K; portfolio coverage $150K–$500K annual; fund-level and enterprise by direct conversation.

Engagement structures

Four ways the platform is deployed.

All buy-side engagements run on the same engine that produces the operator-side IRA. The artifact a seller distributes is the same shape your IC reads — that's what makes the seller-side verdict actually credible on the buy-side.

Engagement
$25K – $100K
Single Deal Unlock

One acquisition target or one credit position. Lane-aware IC memo dossier, risk signals graded against firm policy, source-backed numbers, IC anchor on approval, continuous drift tracking. Scoped to a single-stream evaluation workspace.

Per deal · Same-day diligence pack · NDA-gated

Engagement
$150K – $500K annual
Active Portfolio

Concurrent evaluations across active deal flow plus continuous borrower monitoring on the existing book. Covenant binding, breach probability, time-to-consequence ranking, fund-level concentration. Portfolio readiness rollup and Re-IRA delta on remediated positions.

Annual · Continuous monitoring · LP-verifiable signed exports

Engagement
Direct conversation
Fund-Level / BYO Deals

Bring-your-own deals into the platform. Full portfolio operating loop including IC anchor, decision-lock outcomes, decision timeline per position, source-document lineage, and portfolio readiness rollup. Multi-fund deployment and the cross-deal reliance layer.

Annual · Multi-fund · Bespoke scoping

Engagement
Direct conversation
PE OS Enterprise

Multi-fund deployment with transaction success fees applied at close. Full platform including hold-period monitoring, value-creation proof via Lift Ledger, and exit/financing/LP review artifacts. The category claim — decision integrity infrastructure across the firm — at firm scale.

Enterprise · Multi-fund · Success-fee aligned

What every engagement delivers

  • Lane-aware IC memo dossier across Corp PE, Private Credit, RE-PC, RE-CRE, and Hybrid lanes
  • Risk Signals scoreboard graded against your firm policy — observed value, firm threshold, verdict
  • Source-backed numbers — every figure clicks back to the source cell in the document
  • IC anchor on approval — cryptographic snapshot of the decision basis at every commit
  • Continuous IC memo with drift tracking against the anchor
  • LP-verifiable signed exports — every docx and xlsx carries a fingerprint
  • Decision Timeline per position with source-document lineage
  • Portfolio readiness rollup including the Re-IRA delta on remediated positions

Start with a scoping call.

20 minutes. We learn the book, you see the platform on Falcon, and we scope what an engagement looks like against your actual coverage.