How to Manage Your Deals

The purpose of the Deal Manager is to consolidate all documents related to a deal onto a single page. Deals include not only cash flow agreements and amendments but also fee letters, commitment letters, side letters, and more. Centralizing these documents enables a comprehensive deal-level analysis, allowing you to see how each document affects the most current cash flow agreement. Organized by document type for easy navigation, the Deal Manager ensures that every detail is at your fingertips, making complex deals easier to manage and review.

This page contains all the deals you have access to. The filtering capabilities in this list page allow you to easily narrow down the results using either the Keyword Search or the filters under All Filters. To save a filter, simply name it and press Enter.

In the list view, you can Bookmark deals to easily sort the most used deals. To filter by saved, click on the ribbon next to Deal Name at the top of the list. Additionally, use the icons at the top right of the list to sort the deals.

Select multiple boxes to compare deals using the "Compare Metrics" option in the upper-right corner. Several additional options are available under the "Actions" button, including merge, add to portfolio, edit, and delete. Click on the ribbon next to Deal Name or Clear All right above it to see all deals again.

Use the Sort button at the top-right of the submission list to organize entries by Deal Name, ID, Most Used, Processing Status, Last Updated On, and more. Click the arrow next to the button to toggle between ascending and descending order.

Click into any deal to access its deal page. This page is organized into tabs to help keep all the key components of the deal accessible and well-structured. The tabs include: Main, Term Analysis, Financial Metrics, Deal Parties, Timeline, Data Room, Ratings, and Deal Information.

At the top of the page, you’ll find buttons that remain visible across all tabs:

On the left-hand side of the page, you'll see additional actions you can take across all tabs:

Comment section: Scroll to the bottom of the page to view the comment section, providing space for relevant details or notes about the deal.

The Main Page houses all instruments included in the deal and reference information such as the agreement type, document type, and execution date. Additionally, the agreement score is also available on this page for easy access.

The Term Analysis tab provides a detailed breakdown of key concepts within each document related to the deal. Use the search bar to locate specific terms or apply filters to refine results by concept type (e.g., deal, document, loan), prevalence, favorability (borrower, lender, or neutral), concept score, and whether concepts are found, absent, or amended. Filters can be applied on different levels, for example, from deal to deal or from deal to documents.

By default, the page displays the Analysis on the left and the Enhanced View on the right.

The Analysis is organized by document type and concept group. You can toggle between List View and Column View to suit your preference. In List View, the content is presented in a cascading structure: agreement type > concept group > concept > document. In Column View, the document type is displayed at the top as columns, and the concepts on the left, allowing a side-by-side comparison between participating documents in the deal. Clicking any value in the analysis will take you directly to the relevant clause in the Enhanced View, highlighted in green for easy reference.

Each relevant concept is displayed with a score, prevalence, and favorability indicator on the right-hand side. To explore a concept further, click the three-dot menu under Action and select Go to Term Benchmark or click on Prevalence.

The Enhanced View is a digitized copy of the analyzed document(s). Icons on the right-hand side offer additional viewing options. For example, the spacing icon allows you to adjust line spacing in the Enhanced View to Normal, Compact, or Comfort formats. Next to each section, a green bar includes a three-dot menu that lets you copy a line, audit it to its source, or share the location with others who have Street Diligence access.

The Enhanced View also includes embedded hyperlinks for one-click access to definitions and section references. Clicking a hyperlink opens a small window at the bottom of the screen with the full definition of the term as it appears in the document.

This feature allows you to add Financial Metrics at Deal Close, such as ratios and EBITDA. To add, click Add at the bottom of the list, then fill in the relevant information.

Use this section to update information about the deal parties, including roles like the sponsor and lender’s counsel. Click Add at the bottom of the list, then select Edit to enter the necessary details.

This tab provides a visual representation of when all participating documents were agreed upon. The timeline also shows the time intervals between each document. At the top of the page, you will find the Maturity Date, the time remaining until maturity, and the document count. You can add a document by clicking the "Add Document" icon and export the timeline as a PDF file. By default, the timeline displays documents in chronological order (from earliest to latest), but you can adjust the order by clicking the Sort icon next to the export option.

Here you can upload documents related to this deal and check on the status of previously uploaded docs. You can drag and drop files in the document upload box or click to upload. Once the documents are submitted, you can use this tab to check on the status of the submissions.

Use this tab to add ratings to your deal. Simply click Add at the bottom of the rows and fill in the information accordingly.

This tab shows you the reference data related to your deal. Most of the reference data is uploaded during document submission. However, you can update certain details about your deal, such as the status, issuance date, and business unit, directly within this tab.