Each CCN receives the same source-bound method, as-of date, and boundary.
04 / Due DiligenceWhat must be true before capital moves?
Know the operator. Before capital moves.
Credalyst resolves transaction facilities against comparable CMS posture, portfolio patterns, realized exposure, and public ownership relationships, so committees can distinguish operating reality from deal-room narrative.
- Transaction perimeterSupplied facilitiesScope received
- Comparable postureOne evidence methodFacility-level
- Operator footprintPublic relationshipsBeyond the list
Supplied scope+Public footprint=Context
TransactionThe deal list defines the starting perimeter.
Facility names, states, and CCNs establish what the transaction team supplied without pretending it is the whole operator.
Facility list / states / CCNsDecision contextBuilding evidenceNo transaction result claimed
Start withFacility list or CCNs
Initial basisPublic CMS record
Seller cooperationNot required to begin
A clean asset story can still hide an operator pattern.
The data room describes the perimeter the transaction team supplied. It does not independently resolve comparable posture, realized exposure, or public ownership relationships across the operator’s wider footprint.
Comparable posture, realized penalties, and published status become one operating read.
Ownership relationships expand context without implying unsupported private control.
Move from deal perimeter to operating reality.
One evidence method moves from the supplied facility list to comparable posture, operator footprint, and a committee-ready decision context.
- 01Scope
Resolve the transaction perimeter.
Facility names, states, and CCNs establish the supplied scope without treating it as the whole operator.
Facility list · CCNs · transaction context - 02Compare
Normalize every facility against one method.
Posture, realized exposure, published status, source, date, and evidence gaps become comparable.
CCN · posture · exposure · as-of - 03Expand
Follow the operator beyond the supplied list.
Public ownership relationships reveal related facilities while unsupported private-control inferences remain outside the record.
Ownership source · relationship · limit - 04Committee
Deliver findings, boundaries, and unknowns.
The investment or credit committee receives a reproducible operating context before commitment.
Finding · source · materiality · unknown
Every finding should survive the investment committee.
Facility, portfolio, and operator findings retain their source, method, date, and limit. Private facts and transaction outcomes remain unknown until evidence supports them.
CCN-level source set, score, exposure, and boundary.
Traceable to recordMean, worst posture, realized penalties, and published status.
Rollup method namedPublic links beyond the supplied transaction list.
Private control not inferredIn scopeTransaction facilities
Each supplied CCN receives one comparable, source-bound posture.
Beyond scopeRelated public footprint
Operator patterns remain traceable to the underlying facility record.
UnknownPrivate facts stay unknown
Public relationships are distinguished from unsupported control inference.
Start with the facility list, not the data room.
CCNs are ideal. Facility names and states are enough to establish the public evidence perimeter, qualification scope, and unanswered questions.
- Single facility
- $7,500 per deal
- Five or more
- $5,000 per facility
- Portfolio floor
- $25,000
- Initial basis
- Public CMS record · zero PHI
Put operating reality in the room before capital moves.
No transaction result, private operator fact, or unsupported relationship is assumed.
- Facility names and states
- CCNs when available
- Transaction or credit context