The Challenge
A middle-market private credit firm was running its entire deal operation manually. Analysts extracted data from CIMs by hand, built investment memos in PowerPoint, and copy-pasted figures into iLevel for portfolio tracking. Quarterly reporting took days longer than it should have. The firm wanted to grow its deal volume — but couldn't see a path to doing it without adding headcount it was unwilling to hire.
What They Built
Soal Labs co-designed and built a custom underwriting and due diligence application integrated with Microsoft Dynamics, iLevel, and SharePoint — automating CIM parsing, investment memo generation, and portfolio handoff documentation.
Soal Labs began with a co-design phase — sitting with the firm's deal team to map the actual workflow before writing a single line of code. That sequencing mattered: the resulting application addressed real friction points rather than theoretical ones. The core build integrated directly with Microsoft Dynamics, iLevel, and SharePoint — the three systems the team already used — eliminating redundant data entry and the version-control chaos that came with it. AI was layered in at each high-friction step: incoming CIMs are parsed automatically and used to populate the deal record; investment memos are generated from a prompt rather than built from scratch; portfolio company handoff documentation is produced automatically; quarterly LP reporting runs without delay. The full engagement ran approximately 4–6 months. By the end, deal volume had increased 50 percent, document production time dropped 70 percent, and LP reporting arrived on time consistently — all without adding headcount.
AI Role
Deal volume increased 50 percent without adding a single headcount — the firm scaled its origination capacity entirely through workflow automation.
Infrastructure
• Microsoft Dynamics (CRM and deal tracking) • iLevel (portfolio monitoring) • SharePoint (document management) • Custom underwriting and due diligence application
Integration Points
• AI CIM parser connected to Dynamics deal record population • Investment memo generator triggered from deal stage • Automated portfolio handoff documentation from iLevel data • Quarterly LP reporting pipeline from aggregated portfolio data
Middle-market private credit, direct lending, and alternative investment firms running deal operations on manual workflows across disconnected systems, looking to scale volume without scaling headcount.
