For Private CRedit

Underwrite with Confidence

Build LBOs, refinancing models, and run detailed credit analyses, in a fraction of the time, without compromising on accuracy or flexibility.

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Use Cases

First Look to Final Decision

Handle underwriting, diligence, and scenario analysis in one platform—built to move faster without compromising accuracy.

Early-Stage Underwriting

Go from CIM, Lender Presentation, or Sponsor Model to a first view in minutes. Powered by AI for speed, with a deterministic model you can trust.

AI-Powered Model Generation

Upload a CIM, Lender Presentation, or Sponsor Model or send a prompt to generate a complete LBO in minutes, with AI accelerating the workflow and deterministic logic ensuring accuracy.

Model Review & Diligence

Validate assumptions and pressure-test models instantly, without digging through Excel.

Customized Outputs & Standardization

Export Mosaic outputs directly to Excel, PDF, and PowerPoint, or map directly to your firm’s credit committee materials, no reformatting required.

Scenario Analysis

Run management, base, and downside cases side-by-side and see the impact in real time, without relinking formulas.

Firm-Wide Consistency

Standardize assumptions, model structuring, or outputs across teams while staying flexible on each deal.

Take-Private Screening

Turn live CapIQ or FactSet data into a fully structured investment view in minutes.

Collaboration & Versioning

Mosaic provides a centralized, cloud-based environment where deal teams can work in parallel, track changes in real time, and maintain a single source of truth.

Platform Features

Purpose-Built for Private Credit

From LBOs to refinancing and credit analysis, Mosaic brings speed, precision, and standardization to every part of the underwriting process.

Credit Underwriting

Underwrite with precision and build fully dynamic LBOs in minutes, not hours. Pressure-test leverage, pricing, and operating scenarios across base and downside cases to see how returns and credit metrics hold up. Mosaic automatically builds the full model’s operating cases, debt schedules, and returns, so you can walk into credit committee with a clear view of risk, upside, and where the deal breaks.

Mosaic Vision

Upload a full Excel workbook, CIM, or screenshot to pull data directly into an operating model.

Autopilot for LBOs

Build fully dynamic LBOs in minutes—not hours. Instantly pressure-test purchase prices, leverage, and operating cases to see how returns move in real time. Mosaic automatically builds and links the full model—operating cases, sources & uses, debt schedules, and returns analysis—along with sensitivities, entry/exit bridges, and scenario comparisons.

Integrations

Mosaic integrates with Cap IQ and Factset (depending on firm preference).

Custom Templates

Build tailored, reusable templates once and ensure consistent model frameworks across the firm.

Custom Outputs

All models built in Mosaic can be exported to Excel, PDF, and PPT. Mosaic can even map directly to a firm’s IC materials across Excel, PowerPoint, and PDF—down to labels, layouts, and styling.

Sensitivity Tables

Create dynamic sensitivities across any operating or deal assumption directly within the platform.

Credit Statistics and Coverage Metrics

Mosaic automatically builds the debt schedule and generates key credit statistics, including cash flow, leverage, and coverage metrics, based on your deal assumptions. As assumptions evolve and new model cases are created, deleveraging and debt paydown profiles dynamically update throughout the model in real time.

Special Situations

Pre-built structures for dividend recaps, M&A, earnouts, IPO exits, de novos, and more—deployable in seconds.

Case Analysis

With all models saved in one place, value is immediately unlocked through built-in analytics and benchmarking tools.

Analytics

With all models saved down in one place, value is immediately unlocked through built-in analytics and benchmarking tools.

Centralized Deal Library

Rather than a fragmented folder system, Mosaic provides a structured, searchable system that captures every deal, regardless of whether it was ultimately moved forward.

Deterministic
Models, Enhanced by AI

Learn more about how AI is selectively integrated into Mosaic’s deterministic modeling platform

AI Approach

Built for Enterprise Trust

Protecting your data is core to how Mosaic is built. Mosaic is enterprise-ready and secure by design.

Security

By the Numbers

AUM of firms using Mosaic

$5.6 Trillion

Hours saved

350,000+ hours

Experience the Platform Live

Reach out to learn how finance professionals worldwide are leveraging Mosaic to work more efficiently.

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