Automating complex deal structuring with precision and clarity

An alternative financing firm deploying capital on a deal-by-deal basis faced major operational friction due to the complexity of its capital structures.

The core issue: a tangled web of ownership and funding layers.

• Multiple owners, each with different equity stakes in the company
• Each owner managed one or more independent funds raised from outside syndicates
• Fund structures varying deal to deal, impacting return splits and fee allocations
• External syndicates involved with unique terms and entitlements per deal

The team relied on manual spreadsheets to pull it all together. Every deal meant hours of calculations, constant reviews, and a lingering risk of error that could undermine relationships and financial outcomes.

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We built a custom deal management system tailored to their layered ownership and syndicate model:

• Precisely captures fund and syndicate structures
• Allows deal creators to select which funds and syndicates are in each deal
• Automatically calculates allocations, returns, and fees based on rules
• Instantly generates detailed, line-by-line breakdowns for full transparency

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Now, the firm can now handle greater deal volume and complexity with confidence and speed—strengthening trust with partners and unlocking growth that once seemed out of reach.

The new system transformed how deals get done:

• Manual, error-prone processes replaced with a scalable system
• Time to structure complex deals cut from hours to minutes
• Elimination of costly errors and reconciliation efforts
• Full transparency for all stakeholders on every deal

Ability to scale operations without growing the admin team