Lattice connects company evidence, financial analysis, due diligence and review with the work that follows—portfolio context, transaction preparation and ongoing monitoring.
Evidence, decisions and change
Teams need to understand the business, examine evidence, compare assumptions, coordinate reviews and recognise what has changed.
01 / The evidence
Start with what the business does, how it earns and what it owes. Lattice’s broader scope connects research, financial information and diligence to that company context.
An assessment with a traceable basis and its open questions intact.
02 / The analysis
The Structure Lab preview puts scenario inputs, structural choices and analytical comparisons together. It is one specialist example within Lattice’s broader company, credit and investment work.
An explained analytical choice, ready for further review.
Scenario inputs, tranche structure and side-by-side analytical comparisons. Product preview · Illustrative data.
03 / Coordinated review
Agree what is being reviewed, which version is current and who owns each question.
Lattice’s review scope connects the source material, analysis and diligence used by analysts, risk reviewers, legal and compliance teams.
04 / Transaction preparation
Move from a reviewed proposition to the relevant conversations, then compare the responses. These two previews show that sequence.
04 / Transaction preparation
The Investor Matching preview connects mandate filters with investor comparisons and an explanation of fit.
A reasoned shortlist for the transaction team to review.
Mandate filters, investor comparisons and the reasons behind a potential fit. Product preview · Illustrative data.
04 / Transaction preparation
The Bids & Allocation preview brings responses, allocation inputs and confirmation context into one view.
An allocation proposal with the evidence needed for review.
Investor responses, allocation controls and review status in one transaction context. Product preview · Illustrative data.
05 / Change and monitoring
A new document, revised assumption or portfolio amendment can change an assessment already in progress.
The Portfolio Amendment preview connects version history and change comparisons with disclosures, review responsibilities and related dependencies.
An AI-assisted summary can surface a change and suggest where to look. It is not a human review, an approval or an investment decision.
The responsible reviewer needs to check the source documents and version comparison, examine the disclosure context and record the judgement and follow-up required.
Lattice’s broader monitoring scope includes covenants, portfolio exposure, treasury and collateral context. Specialist SRT/CRT workflows are one possible application of the wider company, credit and transaction work.
Version history, changed evidence, review responsibilities and related dependencies. Product preview · Illustrative data.
Who it is for
Analysts and origination teams bringing company information, financial evidence and diligence into an initial assessment.
Credit, risk and portfolio reviewers examining assumptions, exposure, concentration and changes to the underlying position.
Structurers, treasury and collateral teams, legal and compliance reviewers, and operations preparing the next stage.
Exploring the fit
Choose a real assessment process, the information it relies on and the people responsible for reviewing it.
Discuss LatticeExplain the business, lending or investment question and the people responsible for reviewing it.
Identify source material, analytical assumptions, open questions and the information that changes over time.
Choose the relevant product scope and the outputs to review. The previews illustrate a working approach; an evaluation should establish the requirements and capabilities appropriate to your process.
The next conversation
Tell us about the assessment, the evidence behind it and the people who need to carry it forward.