Deal type playbooks
A forensic guide for the modern private capital investor.
The discipline of private equity and credit diligence has shifted from document review to signal extraction. The threat is no longer missing a schedule because it wasn't indexed, but missing a material covenant breach because it was buried in 500 pages of amendments.
The information problem in private capital
Private equity secondaries, direct lending, and GP stakes all share a common challenge: critical investment terms are fragmented across hundreds of documents, amendments, and side letters.
Traditional approaches rely on manual extraction by junior analysts, creating:
- Time compression risk — IC deadlines force incomplete analysis
- Coverage gaps — amendments and side letters get missed
- Format inconsistency — every fund, every lender has different templates
- Context loss — spreadsheets don't capture cross-references or conditionality
The Omega approach
Omega Intelligence treats private capital transactions as structured data extraction problems, not reading comprehension exercises.
Upload your document set — LPAs, credit agreements, fund financials, management company docs — and Omega:
- Parses structure — identifies sections, schedules, exhibits, and amendment hierarchies
- Extracts terms — builds covenant matrices, waterfall models, fee schedules automatically
- Flags risks — surfaces ROFR triggers, GP removal rights, acceleration clauses, key person events
- Links context — connects defined terms, cross-references, and conditionality across documents
Deal type coverage
Each playbook below addresses the unique document analysis challenges of a specific transaction type:
LP Secondary Stakes
Fund transfer mechanics, GP consent requirements, ROFR navigation, and NAV verification from quarterly reports.
Read playbook →Direct Lending / Credit
Credit agreement parsing, covenant monitoring, amendment tracking, and intercreditor agreement analysis.
Read playbook →GP Stakes
Management company structure, carry waterfall modeling, revenue attribution, and key person dependency analysis.
Read playbook →Fund Formation
LPA drafting and review, side letter management, fee structure modeling, and regulatory compliance checks.
Read playbook →Why automated extraction matters
In private capital, speed is alpha. The difference between winning a competitive secondary process and losing to a faster bidder often comes down to diligence turnaround time.
Omega reduces document analysis from weeks to days, and term extraction from days to hours — without sacrificing accuracy or coverage.