Product Updates: June 2026

Introducing the Credit Model

Mosaic now supports a new Credit Model, enabling users to evaluate refinancing opportunities by refinancing all or a portion of a company's existing debt. During model setup, users can configure key transaction assumptions includingthe company's existing debt, starting cash balance, minimum cash requirements, and transaction fees. Mosaic then automatically constructs the pro forma capitalization table, allowing users to compare the current and post-refinancing capitalization side by side.

The model also quantifies the expected financial benefits of a refinancing by calculating projected interest savings and the associated payback period, making it easy to assess the economic impact of a refinancing transaction. Like Mosaic's other model types, Refinance Models support advanced features including special situations modeling and tax structuring, allowing teams to analyze a broad range of refinancing scenarios within a fully auditable, Excel-compatible workflow.

LBO Watchlists: Real-Time Alerts for Take-Private Opportunities

Never miss a take-private opportunity again. Mosaic's new LBO Watchlists continuously monitor public companies to identify the most compelling take-private opportunities. Users can build custom watchlists, define what makes a company"actionable," and receive real-time alerts the moment those criteria are met.

Behind the scenes, Mosaic automatically refreshes an LBO and DCF analysis for every company in a watchlist, every hour. Users can create highly customized screening criteria across LBO returns, DCF valuation, price action, operating performance, leverage, and other company fundamentals, ensuring they never miss an opportunity that fits their investment strategy.

Refresh Public Data for P2P Models with FactSet or CapIQ Integration

Keep public-to-private models up to date without rebuilding your analysis. Users can now refresh market data directly from FactSet or CapIQ, automatically updating share price, equity bridge line items, and the operating model. This ensures every P2P model reflects the latest public information, reducing manual work and making it easy to rerun valuations as market conditions change.