The Operating Platform for Restructuring Advisory
Grow revenue. Expand margin. Institutionalize your firm’s knowledge.
Recap embeds AI into every stage of your firm’s lifecycle — from origination to execution to training — so your team takes on more work, wins more pitches, and builds institutional value that compounds with every engagement.
Built by restructuring practitioners — not technologists guessing at your workflow. We’ve built the 13-week models, managed the claims, run the case rooms, and staffed the mandates. Recap is the platform we wished we’d had.
The Recap Roadmap
Expand your existing capacity and compound your firm’s expertise.
Recap isn’t a tool you use on individual engagements. It’s a platform that compounds — connecting origination, execution, training, and knowledge retention into a single loop.
Find the deal.
Sonar monitors distress signals across EDGAR, PACER, BDC filings, loan trading, and earnings data — filtered to your firm’s sectors, revenue ranges, and sensitivity thresholds. Opportunities surface before they hit the market.
Win the mandate.
Walk into the pitch with your full institutional history behind you. Recap’s knowledge layer makes your relevant case experience instantly searchable — credentials, approaches, outcomes — so your team pitches with authority your competitors can’t match.
Execute the engagement.
ROSS embeds AI into the actual case workflow: 13-week cash flow scaffolding, document analysis, claims processing, variance reporting, and MOR generation. Your team delivers the same analytical rigor in less time.
Train your people.
New hires learn from real case work, not slide decks. Recap’s knowledge base serves as a living training resource — accelerating the ramp from adjacent backgrounds and reducing the hours senior professionals spend teaching.
Retain the knowledge. Feed the next deal.
Every case builds your firm’s institutional memory. That memory powers the next pitch, trains the next hire, and informs the next Sonar alert. The cycle turns. The firm compounds.
The more engagements your firm runs through Recap, the stronger your pitches, the faster your ramp, and the smarter your origination. This is what it means to build a firm that compounds — not just grows.
The Platform
Two products. One integrated platform.
Sonar drives origination. ROSS powers execution. Together, they create a closed loop from deal identification to deliverable — with every engagement building your firm’s institutional knowledge.
Market Intelligence & Origination
Find opportunities before your competitors.
Sonar replaces the manual, undifferentiated BD process with an AI-powered intelligence engine tuned to how your firm thinks about the market.
- Monitor distress signals across SEC filings, PACER, BDC portfolios, loan trading, and earnings — filtered to your parameters
- Scored watchlist ranked by mandate probability, updated continuously
- AI-generated company briefs, contact intelligence, and pre-call preparation packs
- Recurring intelligence reports delivered to your inbox, integrated with your CRM
- AI-drafted outreach emails and company summaries ready for review in minutes
Case Intelligence & Workflow
Execute faster with the same analytical rigor.
ROSS embeds AI into your team’s actual engagement workflow — not as a separate tool, but as an extension of how your analysts and associates already work.
- AI document analysis across petitions, SOFAs, DIP agreements, MORs, and court filings — ask any question, get a sourced answer
- 13-week cash flow model scaffolding with liquidity alerts and covenant tracking
- Claims register ingestion, reconciliation, and creditor analysis
- Automated variance report, monthly operating report, and other recurring report drafting — freeing consultants for higher value-add work and the capacity to support more engagements
- Scenario analysis and sensitivity runs on live model data
- Persistent case knowledge base — every engagement builds institutional memory
Inside the Platform
Built for the way restructuring teams actually work.
ROSS
AI Document Intelligence
Ask ROSS any question about your case documents. It pulls structured data from MORs, petitions, and filings, with every answer sourced.
ROSS
13-Week Cash Flow Generation
Generate complete 13-week cash flow forecasts with liquidity alerts, covenant tracking, and weekly variance analysis.
ROSS
Claims Register & Analysis
Process proofs of claim, build reconciled registers, and track secured, unsecured, and priority claims across every creditor.
SONAR
Credit Intelligence Reports
Automated distressed signal analysis covering EDGAR filings, financial deterioration, and contact intelligence, all in one view.
What Recap Does
More revenue per partner. Less concentration risk. A firm that compounds.
Recap isn’t a point solution. It’s an operating platform that touches every stage of your firm’s lifecycle — and gets more valuable with every case you run through it.
Business Development
Originate Before Your Competitors
Sonar monitors the market signals that matter to your firm — BDC markdowns, covenant triggers, trading levels, PACER filings — and surfaces opportunities before they’re public knowledge. AI-generated outreach briefs get your team on the phone first, with a point of view.
Win Pitches You’re Currently Losing
Every engagement your firm runs through Recap builds a searchable knowledge layer. When the next airline restructuring comes in, your credentials from past cases are instantly accessible — even if the original team has left. Pitch with the full weight of your firm’s history.
Revenue & Margin
Take On More Mandates
Add analytical capacity to your existing team without adding headcount. Recap handles the research, modeling scaffolding, and document analysis — your people focus on judgment, relationships, and execution. Service more deals. Generate more revenue. Same team.
Protect Your Margins
As fixed-fee mandates become the norm, the firms that deliver the same quality work in fewer hours keep the difference. Recap compresses the time spent on repeatable analytical work so your margin grows with every engagement.
Institutional Knowledge
Preserve Institutional Capital
The pattern recognition that makes a senior restructuring professional valuable takes a decade to build — and leaves the moment they do. Recap creates a persistent knowledge layer that captures your firm’s accumulated expertise across every engagement, so your institutional capital survives any single departure.
Ramp New Hires in Weeks, Not Months
New associates learn from your firm’s accumulated case experience on day one — not just textbooks and templates. Senior professionals spend less time teaching and more time billing. Especially critical for hires from adjacent backgrounds who need to learn restructuring fast.
Built from inside the practice.
Recap was founded by restructuring professionals who spent a decade in the field — building 13-week cash flow models at 2am, managing claims across creditor classes, staffing cases through cycle surges, and watching institutional knowledge walk out the door with every departure.
We didn’t build Recap because we saw a market opportunity. We built it because we lived the problem. Every feature exists because a practitioner needed it on a live engagement and it didn’t exist.
That’s why Recap works the way restructuring teams actually work — not the way a software company imagines they do.
Getting Started
We start with your workflow, not our features.
Recap isn’t a software deployment. It’s a partnership built around how your specific team operates.
Conversation
A 30-minute call to understand your firm — how you originate, how you staff, where your team spends hours on repeatable work, and what keeps the managing partners up at night. No pitch deck. No demo. Just listening.
Configuration
We configure Recap around your firm’s workflow: Sonar tuned to your sectors and market view, ROSS loaded with your first engagement. Live on real case work within days.
Partnership
Your team uses Recap on live mandates. Your feedback shapes the product. We work alongside you — not as a vendor, but as a partner invested in your firm’s outcomes.
Get in Touch
Let’s start with a conversation.
We work with a small number of firms at a time. If Recap is the right fit, we’ll know in 30 minutes. If it’s not, we’ll tell you.