Sponsor Finance Transaction Preparation Software
Independent sponsors and PE-backed acquirers use InvestmentBank.com to prepare lender materials, equity co-investor packages, IC memo inputs, and diligence trackers before financing conversations begin.
Software platform only. Not a registered broker-dealer. No securities, legal, tax, accounting, or investment advice.
Built for Independent Sponsors and PE-Backed Deal Teams
Independent Sponsors
Prepare the full document package needed to approach lenders and equity co-investors before a closing — without a committed fund behind you.
PE-Backed Acquisition Teams
Organize acquisition financing materials — sources and uses, EBITDA bridge, management Q&A prep — for fund-level acquisition financings.
IC Memo Preparation
Draft IC memo inputs from deal data: investment thesis, company overview, financial summary, risk factors, and return analysis framework.
Equity Co-Investor Materials
Prepare co-investor presentation materials: deal overview, investment thesis, return model inputs, and diligence summary.
Track Every Open Diligence Item Across Lender and Equity Workstreams
Sponsor finance deals run simultaneous lender and equity diligence workstreams. The platform’s diligence tracker organizes open items by workstream, counterparty, assigned owner, and due date — keeping the deal team aligned across every parallel track.
- Lender diligence requests tracked separately from equity co-investor requests
- Item-level owner assignment with status and last-updated fields
- Document submission log with version tracking
- Completeness dashboard across both workstreams
- Export-ready status report for deal team meetings
- Financial statements (3 yr)Finance
- Customer concentrationCommercial
- Material contractsLegal
- Employee censusHR
Documents Prepared Through the Sponsor Finance Workflow
These document categories are organized and drafted by the platform’s sponsor finance preparation module.
Independent sponsors face a unique preparation challenge: they must present a credible, organized transaction to both lenders and equity co-investors simultaneously, often without the institutional resources of a committed fund. The quality of that preparation directly affects whether lenders engage and whether co-investors proceed through diligence. InvestmentBank.com’s sponsor finance preparation module is built for that dual-audience preparation requirement.
The platform guides teams through lender package assembly, IC memo input drafting, equity co-investor presentation preparation, and simultaneous diligence tracking across both workstreams. AI-assisted tools draft narrative sections, normalize financial inputs, and structure sources-and-uses tables from uploaded deal data. All outputs are internal workflow drafts requiring professional review.
PE-backed acquisition teams use the platform alongside their institutional processes to compress the document preparation timeline. The platform’s investment banking workflow tools help deal teams stay organized, catch completeness gaps before counterparty review, and maintain consistent document versions across all parties. The platform does not arrange financing, place securities, or participate in any transaction as an adviser or intermediary.
Sponsor Finance Preparation Workflow
- 1
Deal Intake
Upload target company financials, LOI summary, and deal structure inputs.
- 2
Financial Normalization
Normalize target EBITDA, prepare sources and uses, and draft pro forma capital structure.
- 3
Thesis Draft
Draft investment thesis, company overview, and risk/mitigant summary for internal review.
- 4
Lender Package
Assemble senior and mezzanine lender package from normalized financial and operational inputs.
- 5
Co-Investor Pack
Prepare equity co-investor presentation and supporting materials.
- 6
IC Memo Inputs
Draft IC memo input sections from deal data for sponsor’s internal investment committee.
- 7
Diligence Tracking
Track all open lender and equity diligence items through to closing.
Frequently asked questions
Can an independent sponsor use this platform without a committed fund?
Yes. The platform is designed for independent sponsors who need to prepare lender and co-investor materials for a specific transaction before closing. It does not require committed fund capital or institutional affiliation.
What does the IC memo builder produce?
The IC memo builder drafts the input sections for an internal investment committee memo: investment thesis, company summary, financial analysis framework, risk factors, and return scenario inputs. The output is an internal draft for review by the sponsor’s legal and financial team — not a finalized advisory document.
How does the platform handle simultaneous lender and co-investor diligence?
The diligence tracker creates separate workstream views for lender and equity co-investor requests. Items are tracked by workstream, assigned owner, document submission status, and due date. A consolidated dashboard shows overall completion across both workstreams.
Does the platform prepare materials for mezzanine or subordinated debt?
The lender package workflow supports preparation for senior, mezzanine, and unitranche structures. Document categories and financial presentation can be configured for the specific debt structure of the transaction.
Get Your Sponsor Finance Materials Ready
Start a transaction intake and route your deal into the sponsor finance preparation workflow.
InvestmentBank.com does not arrange financing, broker loans, or act as a placement agent.