Challenge

The asset manager relied on large, specialized teams to manually produce credit rating reports for each portfolio company-an approach that struggled to scale across portfolio entities and often took nearly one week per report.

• Volume bottleneck: >500 portfolio companies requiring individual assessment
• High headcount requirement: dedicated analysts for financial, industry, and competitor deep dives
• Time-intensive process: ~5–7 days to compile each report end-to-end
• Data fragmentation: sourcing public filings, market data, and peer information separately