Loan underwriting and financial modelling support for a global investment management firm

  • Ensured annual cost savings of USD250k

  • Freed up more than 50% of clients’ bandwidth

  • Delivered 100% accuracy with par level TAT

  • Facilitated timely and bona fide investment decisions

  • A lack of focus on other critical/high-value-driven tasks, as a significant portion of the client’s time and resources were allocated to laborious research and modelling activities
  • Bandwidth constraint to meet aggressive deal-sourcing/closing targets
  • Retain onshore talent and maintain a high-cost function
  • Acuity Knowledge Partners (Acuity) set up a dedicated offshore team for the client’s Real Estate Credit team
    • The Acuity team did all the heavy lifting and took end-to-end ownership of the analysis process (at pre-closing and closing stages), which included
    • In-depth screening and analysis of loan covenants, financial modelling and cash flow projections
    • Detailed lease and rent-roll reviews
    • Financial statement analysis and future cash flow prognosis
    • Economic research and micro and macro market overview using proprietary and public databases
    • Portfolio monitoring and management through Rockport
  • Acuity leveraged its underwriting and valuation capabilities, along with hands-on experience on various RE-specific databases, to support the client on quick-turnaround projects


  • Acuity’s team created an integrated structure with maximum visibility for the onshore team and delivered over 500 deals (live deals) across various portfolios
  • Acuity’s partnership resulted in annual savings of more than USD250k in costs and freed up more than 50% of the client’s bandwidth
  • Acuity leveraged its domain expertise to expand its service offerings to the client
Thank you for sharing your details

Your file will start downloading automatically

If it does not download within 1 minute,

Share this on

What we have done

Investment feasibility support to a US-based investment management client
What we are proud of


Achieved over increase in the number of deal assessments

Ensured better assessment in live deals