A credit team that runs its Morons from WhatsApp
A private credit firm's team already lived in WhatsApp, so that's where their Morons report for duty. The team shares documents, ideas, and decisions in the group chat, and fires off instructions the same way: research this borrower, underwrite this deal, chase that follow-up, build the deal pack, draft the terms sheet. The Morons do the work and report back, portfolio updates included. No new software, no logins, no training day.
Delivered
- WhatsApp as the team's command line
- Research and underwriting on instruction
- Deal packs and terms sheets, drafted
- Follow-ups sent, pipeline kept moving
- Portfolio updates on demand
- Full website redesign