Case Study: How a $5B Firm Supercharged Deal Execution with Claira

The Challenge

Company Capital — a $5B middle-market private credit firm — runs a high-volume, high-speed underwriting operation. With deal sizes from $50M to $300M, analysts were bogged down manually combing through CIMs, management decks, and financial models to create investment memos and deal comparisons. The result: slow turnarounds, inconsistent materials, and less time for strategic analysis.

The Solution

Enter Claira’s AI-driven deal intelligence platform built for speed and accuracy. By integrating directly into the underwriting workflow, Claira automated what used to take days — now done in minutes.

With structured prompts and a document ingestion engine, the team can now:

• Auto-generate investment memos and credit write-ups from CIMs, term sheets, and financials.

• Instantly build standardized deal comparisons highlighting key risks and strengths.

• Guarantee consistency and accuracy across every transaction — reducing variability between analysts.

The Impact

Claira turned memo creation from a grind into a growth lever. Company Capital cut prep time by 35%+, freeing analysts to focus on higher-value tasks — diligence calls, structuring, and sponsor strategy. Investment committee materials became sharper, faster, and more reliable — improving both confidence and competitiveness in a crowded market.

Smarter Diligence, Faster Answers

Claira also reimagined due diligence. Its AI-powered question models pull answers directly from deal docs — automatically flagging missing data and suggesting targeted follow-ups. Instead of hours spent hunting for answers, analysts now get a clear picture: what’s known, what’s missing, and what to ask next. This transformed diligence lists from a bottleneck into one of the fastest, most focused steps in the process.

Beyond Memos

With Claira, Company Capital isn’t just faster — it’s smarter. Automation is expanding into portfolio monitoring and real-time financial updates, giving teams continuous visibility across investments. The goal isn’t to replace human judgment — it’s to amplify it by removing manual drag and letting analysts focus on what truly drives returns.