Hands-On AI for the Credit Team
AI training for private credit teams, run as a hands-on intensive on your own redacted borrower material: financial spreading, covenant tracking, credit-memo drafting, and portfolio risk monitoring. Roughly 70% hands on keyboard. Each session ends with a workflow running, not demonstrated.
Same format as the Deal Team Intensive, with a different curriculum. Runs on whatever platform your firm uses: Microsoft 365 Copilot, ChatGPT Enterprise, Claude, or Gemini. We work on your stack.
By Dr. Leigh Coney, Founder of WorkWise Solutions
On the Credit Team's Own Material
Point the AI at a redacted set of borrower financials, spread them, normalize add-backs, and pressure-test the numbers against the company's own narrative. Compare the output live with what the analyst concluded by hand.
Extract covenant terms from a redacted credit agreement, build a compliance check, and run portfolio risk monitoring across a sample book: which names are drifting toward a trip, and what an early-warning signal should look like.
Draft a credit memo in your house format, then make the workflow reusable: which steps deserve a saved skill or template, how to write one that triggers reliably, and how to keep the library from sprawling.
A 30-day adoption plan per person and a capability gap report for the partners, with two office-hours calls in the following 30 days.
What's included
- ✓Intake: questionnaire, prep calls, and a workflow review of real (redacted) borrower material
- ✓Three 2-hour live sessions across two weeks, roughly 70% hands-on, up to 12 people
- ✓A credit-team prompt and workflow library, built during the sessions and delivered after
- ✓A 30-day adoption plan per participant plus a capability gap report
- ✓Two office-hours calls during the following 30 days
Intensive fees credit in full toward any engagement of $25,000 or more booked within 90 days.
What the Team Can Run After
The intensive teaches the skill. These pages show the finished workflows in production, the ones the sessions are built to install.
AI Credit Memo Generation
First-draft credit memos in your house format, from borrower data to recommendation.
AI Covenant Monitoring
Covenant terms tracked and tested across the book, with early warning before a trip.
Portfolio Risk Monitoring
Continuous risk signals across the private credit book, not a quarterly scramble.
Credit-Team Intensive FAQ
Who is it for?
Direct lending and private credit teams: analysts, associates, and the partners who sign off. Up to 12 people per cohort. If your work is deal screening and IC memos rather than borrower credit, the Deal Team Intensive is the better fit.
What do we work on?
Your own redacted borrower material under NDA: financial spreading, covenant tracking, credit-memo drafting, and portfolio risk monitoring. We map each workflow to your NDA and data-handling terms before anything is loaded.
How is it different from the Deal Team Intensive?
Same format, same price, same hands-on ratio. The curriculum changes: spreads, covenants, and credit memos instead of CIM screening and IC materials. If you have both deal and credit teams, we run the two as separate cohorts.
Does the fee credit forward?
Yes. The $12,500 credits in full toward any engagement of $25,000 or more booked within 90 days, so it rolls into a firm-wide rollout, a build, or the retainer if you continue. See the full training menu.
Put the Credit Team on Real AI Workflows
A 30-minute call to confirm the cohort and dates. Intensives typically start within two weeks.
Request Intensive Dates