Transaction Lifecycle Advisory
FOR INVESTORS
Five Sigma offers Investors a modular and flexible suite of Transaction Lifecycle Advisory services, spanning the whole investment lifetime, from origination to ongoing asset management and, where needed, monetisation. This allows investors to outsource middle-office functions before and after a deal is executed.
Reporting
Production of frequent and ad-hoc custom reporting, summarising qualitative and quantitative developments, as well as performance metrics. This provides convenient and informative analysis in a concise and consistent manner.
Project Monitoring
Monitoring of key covenants, financial statements, borrower performance and repayments. Using ABIDE, Five Sigma's proprietary tech platform, we offer swift and consistent analysis of complex data and transaction structures.
Building and iterating on bespoke models and calibrating modelling scenarios and inputs, our Team is fully integrated within the Client's asset managementy workflows to keep models up to date to track actual asset performance and calculate future cashflow projections and investment metrics.
Third Party Engagement
Acting as the primary point of contact for all deal parties to ensure timely delivery against service-level agreements, our Team co-ordinates workstreams, deadlines and communication, allowing the client to remain focused on the key objectives.
Calculation Agent
Our Team calculates, reconciles and executes payments according to relevant documentation, including interest and principal amounts, as well as tracking expenses due to deal counterparties and other service providers.
Credit & Market Surveillance
Our Team provides continuous monitoring and analysis of wider market conditions, benchmarks and asset performance. We Integrate latest asset performance expectations, competitor products analysis and relative value comparison in our work.
Modelling
Example Mandates
Senior Facility on UK Storage Real Estate
CLIENT: Hedge Fund
2026
c.£100m
UK RMBS
CLIENT: UK Pension Fund
2025
c.£500m
