1. Advisory to enhance risk-adjusted IRR using Operational Risk data and Insurance on portfolio companies.
2. Strategy design for the use of Financial Insurance (Derivatives) to meet desired goals including hedging.
3. Covered Call Advisory:
a. Covered Call Strategy Diagnostic: starting at $2,500
Independent review of current holdings and suitability analysis.
b. Strategy Design & Risk Framework: starting at $7,500
Customized covered call strategy design with volatility, strike, and risk controls.
c. Ongoing Oversight & Review: starting at $5,000 per month
Quarterly updates, stress testing, and regime analysis.
4. Risk-adjusting investment strategies:
a. Comprehensive Risk Due Diligence reporting including investment impact analysis.
b. Incorporating leading Operational Risk and Insurance data.
c. Editing marketing material to investors.
1. Analyzing and quantifying Borrower Operational Risk and impact on Credit Risk
2. Vetting Borrower Operational Data and Insurance for more accurate Risk assessments
a. Adjusting loan size, rates, and terms and conditions
3. Quantifying Operational Risk and ensuing potential regulatory capital relief
4. Across various types of financing (corporate finance, project finance, retail programs, other)
1. Analyzing and quantifying Deal Risk
a. Adjusting Valuation metrics including Scenario Analysis
2. Vetting Buyer and Seller Operational (Commercial) Insurance
3. Cost/Benefit of structuring Transactional Liability insurance (aka. Reps & Warranties)