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Insights

From the screening desk.

Articles on investment screening methodology, forensic detection, and the structural problems with how institutions evaluate deal documents today.

Investment Screening

Why the Three Most Dangerous Words in a PDIE Are "Consistent With Management"

The projected vs actual methodology problem that haunts institutional screening. When management representations become the document's unquestioned baseline.

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Customer Concentration

What 45.5% Actually Means: Customer Concentration Risk for Yield Investors

A single-customer dependency case study anonymised as a teaching example. What your screening process should flag — and what most miss.

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Process

The Friday PDIE Problem: Why Investment Screening Is Broken and What Fixes It

The structural problem with how institutional investors screen documents today, and what a computation-first approach changes.

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Each article ends with a natural call to action: see how IACalc handles this specific risk, with a link to request a walkthrough.