From case pipeline to funder-ready portfolio.
Import existing matters. Score the book. Export a structured portfolio brief for funder review.
Start with the pipeline you already have.
Import your firm’s case tracker by spreadsheet, or pull in cases already rated on CaseFin. CaseFin maps the structure, normalizes the data, and preserves each case’s Rating detail, so the portfolio inherits real underwriting depth—not just summary rows.
One portfolio. Multiple sources. No re-entry.
Underwrite the book, not just the cases.
CaseFin produces a single Portfolio Score, built from four weighted underwriting dimensions: average case quality, diversification, correlation, and capital efficiency. One top-line number with a full analytical breakdown of the dimensions that drive it — not an average of individual cases.
A score for the structure, not just the sum.
Turn the book into an investment thesis.
AI-generated investment thesis grounded in your actual portfolio composition. Concentration risk surfaced by dimension. Deployment timeline modeled quarter by quarter. Strengths and risks that reference specific cases, not generic observations.
Portfolio Confidence reports how much of the book has been individually underwritten, making the analytical depth itself transparent.
Investment thesis, written from your data.
One document. Every funder conversation.
The Portfolio Funding Brief packages everything into a single structured PDF: thesis, analytics, deployment timeline, constituent case summaries, methodology. Standardized to the same methodology as the single case brief. No bespoke decks. No per-meeting reformatting.
One brief. Every facility.
A portfolio is only as disciplined as the cases it contains.
One top-line score. Four underwriting dimensions.
The Portfolio Score is a single number, built from four weighted dimensions — the way a credit score is built from its underlying variables. Each dimension is published, reviewable, and traceable back to case-level evidence. Average Case Quality rolls up the constituent CaseFin Ratings; the three construction dimensions add what only exists at the book level.
- Average Case Quality50%
The foundation. Each case’s CaseFin Rating (Case Strength × Funding Readiness across eight factors) drives this dimension. A portfolio of weak cases cannot score well regardless of construction.
- Diversification25%
Distribution across five axes: case type, jurisdiction, defendant, duration, and claim size. Concentration in any single dimension reduces the score.
- Correlation15%
Whether cases share risk factors that could cause multiple matters to fail simultaneously. Shared defendants, overlapping legal theories, clustered jurisdictions.
- Capital Efficiency10%
How well allocated funding maps to the target facility size and deployment timeline.
Start with a case. Build toward a portfolio.
Submit, rate, and export individual cases as standalone funding briefs. Then roll rated cases into a portfolio when you’re ready to present a broader facility.
See Single Case