Useful before the network
Placement professionals can use the private deal workspace while network participation is still being reviewed. Uploading creates a private draft and an introductory financing teaser; it does not trigger matching, outreach, or an introduction.
- Upload a PDF CIM or existing teaser
- Review and correct the extracted terms
- Download the anonymized financing teaser
- Send it from your own inbox to your own relationships
A financing profile built from your materials
Reid structures the facts most likely to determine lender fit: financing amount, borrower scale, industry, geography, sponsorship, use of proceeds, capital position, leverage, economics, and process timing.
- Facts tied to your source materials
- Missing information remains visibly unknown
- Every manual correction is retained as pilot feedback
Know when a deal was last reviewed
You can record when the deal was last attested and how broadly it has already been shown. During the pilot this remains information you provide, which Ninth Wave has not independently verified; Ninth Wave does not assign a freshness score it cannot independently support.
Lenders ranked by fit
The matching process screens hard mandate conflicts first and then evaluates qualitative alignment. The result is a ranked set of plausible lenders with an explanation for each recommendation.
- Up to 15 qualified fits above the platform threshold
- Five recommended lenders for initial outreach
- A clear answer when the network lacks a strong fit
Verification begins where distribution begins
Human verification is not required to use the private artifact tools. It is required before Ninth Wave presents lender matches or distributes an opportunity through the network.
- No automatic lender outreach
- Approve each lender before sharing
- Reveal contact information only after lender interest
Designed to preserve relationships
Ninth Wave helps assess fit and records each party’s permission. Once both parties opt in, the relationship moves directly to the professionals involved.