Institutions
Qualify a portfolio of companies with a method your committees can audit.
Banks, private equity and private credit funds, DFIs, public agencies, SME programs, chambers of commerce: DealReady assesses, scores and prepares the companies in your pipeline with a single, versioned, explainable methodology.
The pipeline problem
A program or a fund receives dozens, sometimes hundreds of files. Most consume analyst time before their structural weaknesses appear: uncertain ownership, unreconciled accounts, poorly justified amounts, informal governance. Selection then relies on heterogeneous grids and judgements that are hard to compare from one file to the next.
Portfolio Readiness Program™
Screening
QuickScore deployed across the whole portfolio, white-label or co-branded, with an individual report for each company and a consolidated view for the institution.
Verified Assessment
Documentary assessment of the shortlisted companies: 50 criteria, evidence, ten Critical Gates, sector overlay, Capital Fit, DealReady Gap.
Selection
Comparable ranking, blockers by company and by cohort, identification of ready files, files to remediate and files to set aside.
Preparation
Preparation Sprint for the selected subset, up to the investment-ready file and the Investment Committee simulation.
Reporting
Cohort dashboard, remediation tracking, anonymised data for your impact reports and funders.
Why a method rather than a grid
- The same criterion has the same meaning for every company; sector specifics are handled as an overlay without breaking comparability.
- Evidence caps the rating: a statement is never worth a document.
- Critical Gates make explicit the non-compensabilities your committees already apply implicitly.
- Every score carries its methodology version, date, reviewer identity and the justification of any override.
- Reference frameworks aligned with institutional practice: IFC governance, FATF beneficial ownership, E&S Performance Standards, IPEV for valuation.
Formats
| Format | Typical size | Duration | Order of magnitude |
|---|---|---|---|
| Cohort screening | 50 – 100 companies | 4 – 6 weeks | On proposal |
| Grouped Verified Assessments | 10 – 30 companies | 6 – 10 weeks | Volume pricing |
| Full Portfolio Readiness Program™ | Screening + Assessments + Sprints | 3 – 9 months | €100 – 500k |
| Methodology licence and analyst training | In-house team | Tailored | On proposal |
DealReady issues neither credit ratings, nor solvency opinions, nor investment recommendations. Investment and financing decisions remain the institution’s own.