Question 1

What is T.HESIS?

Accepted Answer

T.HESIS keeps a firm's deal, from first look to close, in one place: the underwriting math, the data room and documents, the people involved, and the running history of what happened.

Question 2

Who is it built for?

Accepted Answer

Family offices, brokerages, credit funds, and sponsors running their own capital — any firm that wants fewer places to look and more confidence in what it's looking at.

Question 3

Do you support multiple asset classes?

Accepted Answer

Yes. The platform covers commercial real estate, operating companies (OpCo/LBO), and private credit / debt, each with its own purpose-built underwriting engine.

Question 4

How is T.HESIS different from a CRM or a generic all-in-one platform?

Accepted Answer

A CRM tracks contacts and activity; T.HESIS tracks the deal itself — the underwriting math, the capital stack, the data room, and portfolio health, purpose-built for private capital rather than adapted from a generic sales pipeline template.

Question 5

How long does it take a team to get up and running?

Accepted Answer

Most teams report 2–3 days from sign-up to underwriting solo on the platform, since pipeline, underwriting, and the data room all live in the same system rather than requiring separate onboarding for each tool.

Question 6

Can independent sponsors and solo GPs use T.HESIS, or is it built only for larger teams?

Accepted Answer

Yes. The Analyst tier starts at a single seat, and independent sponsors use it to get the same consistent underwriting process and IC-ready output that a larger team would produce, without needing separate analysts to build it.

Question 7

How does stress testing work?

Accepted Answer

Three independent engines — CRE, OpCo/LBO, and Private Credit — run four scenario modes (Base, Stress, Bear, Macro Shock), with live covenant breach timelines and probability-weighted IRR outputs.

Question 8

What does the AI underwriting engine do?

Accepted Answer

It extracts financials from OMs, CIMs, and Excel uploads, answers underwriting questions with tool-calling precision, and drafts IC memos and LP summaries with deal-specific context. It keeps persistent memory across sessions.

Question 9

Can I track my pipeline and portfolio in one place?

Accepted Answer

Yes. Deals move through 7 pipeline stages from Initial Review to Closed, then into live portfolio monitoring with a 7-signal early warning system for covenant and health risk.

Question 10

Can I export reports?

Accepted Answer

Reports export as firm-branded PDFs, including AI-synthesized quarterly reports from monthly inputs and auto-generated pipeline reports with charts and concentration analysis.

Question 11

Does T.HESIS support OpCo/LBO deals with an equity waterfall and PIK toggle?

Accepted Answer

Yes. The Capital Stack Builder models OpCo/LBO structures including the equity waterfall and PIK (payment-in-kind) toggle, alongside senior debt, mezzanine, and preferred equity, with WACC and coverage recalculated on every lever change.

Question 12

How does portfolio monitoring flag covenant risk before it becomes a problem?

Accepted Answer

Live Portfolio Analytics track real-time NOI, DSCR, occupancy, and debt metrics against a 7-signal early warning system, so covenant or health risk is flagged as it develops rather than discovered at the next scheduled review.

Question 13

Can the same deal move between asset classes if it's structured as a hybrid?

Accepted Answer

Each deal is underwritten through the engine that matches its primary structure — CRE, OpCo/LBO, or Private Credit — and a hybrid deal (for example, a real estate operating company) is typically modeled through whichever engine's math best represents how the deal is actually financed.

Question 14

How is my data protected?

Accepted Answer

All traffic is encrypted end-to-end over TLS 1.3. Role-based access controls (Admin, Analyst, Portfolio Manager) restrict who can see and edit each deal.

Question 15

Is there an audit trail?

Accepted Answer

Yes. Every action on a deal — edits, uploads, stage changes — is logged in a full audit trail per user and per deal.

Question 16

Is T.HESIS SOC 2 certified?

Accepted Answer

T.HESIS runs on SOC 2-ready infrastructure. TLS 1.3 encryption and role-based access controls are in place today; formal SOC 2 certification status is available on request.

Question 17

Who can see a deal's data room documents?

Accepted Answer

Access to data room documents is role- and permission-based per user and per room, so a document can be shared with a specific counterparty or lender without opening the whole deal record to them.

Question 18

How is pricing structured?

Accepted Answer

Each tier combines a flat annual platform license with a per-seat fee. Analyst and Mid-Market seat costs update live with the calculators on the pricing page; Institutional and Enterprise are scoped with your team.

Question 19

Can I change plans later?

Accepted Answer

Yes. You can move between tiers as your team grows — seat counts and billing adjust on your next renewal, or immediately for a prorated upgrade.

Question 20

How do I manage invoices and payment methods?

Accepted Answer

From Billing, use Manage Billing to open your billing portal — update your card, download past invoices, or cancel your subscription.

Question 21

Is there a contract minimum?

Accepted Answer

Analyst and Mid-Market are billed annually with no multi-year lock-in. Institutional and Enterprise are annual contracts scoped to your seat count and requirements.

Question 22

How does the 14-day free trial work?

Accepted Answer

The Analyst tier trial gives full platform access immediately. A card is required to start, but you're not charged until day 15 — cancel anytime before then and you won't be billed.

Question 23

What counts as a seat?

Accepted Answer

A seat is one named user with login access — Admin, Analyst, or Portfolio Manager roles all count as a seat. There's no per-deal or per-module fee on top of the seat price.

Question 24

Do Institutional and Enterprise pricing scale differently than Analyst and Mid-Market?

Accepted Answer

Yes. Institutional and Enterprise are scoped directly with your team based on seat count, asset classes, and reporting requirements, rather than the fixed platform-plus-per-seat formula used for Analyst and Mid-Market.

Common questions.