Resources

Downloadable playbooks, toolkits, templates, and whitepapers for private credit teams — from strategy decks and covenant checklists to monitoring templates and AI adoption guides.

Playbooks Toolkits Templates Whitepapers Compliance AI
Note: These links point directly to files under /resources/. If you later add gated downloads, link to a form page first (e.g., /resources/private-credit-playbook.html).
The Private Credit Playbook

Comprehensive strategy guide for LPs, managers, and platform builders. Structures, pricing, covenants, and portfolio design.

AI in Private Credit

Underwriting, monitoring, and compliance automation — frameworks, case studies, and build-vs-buy checklists.

Private Credit Deal Toolkit

Term sheet template, covenant checklist, reporting pack, and monitoring KPIs — ready to customize.

$3T–$5T Non-Traditional Credit Opportunity

Litigation finance, royalties, and other emerging niches — risk/return, sourcing, and portfolio fit.