How RevTek Capital doubled deal throughput and scaled underwriting workflows with F2

By expanding from early screening into credit memos, subsequent advances, and portfolio workflows, RevTek Capital is using F2 to move faster across the investment lifecycle, standardize analysis, and give its team more time to focus on judgment, relationships, and higher-quality decisions.

• Screen 2x more deals per originations lead
• Reduce memo timelines by ~50%
• Move from weeks to days on key workflows
• Standardize underwriting across the team
• Ramp new hires quickly
• Spend more time on judgment, not assembly

RevTek Capital invests in growth-stage companies that want flexible debt capital without the rigidity of traditional venture or private equity structures. Its approach is both disciplined and relationship-driven, grounded in a belief that strong underwriting and thoughtful structuring go hand in hand.

That approach works because RevTek goes deep.

But as deal flow increased, depth became a constraint. Early diligence, memo creation, and financial analysis all required significant manual effort. Scaling output meant either adding headcount or compressing quality, neither of which aligned with how the team wanted to operate.

F2 was initially introduced to accelerate early screening. Over time, it has become a core part of how RevTek runs its investment workflows.

Today, the platform supports everything from quick screens to credit memos, subsequent advances, and parts of portfolio monitoring.

The result is not just faster execution. It is a more scalable underwriting process.

RevTek’s underwriting process is inherently nuanced. Deals are rarely clean yes-or-no decisions. Strong opportunities often require balancing imperfect information, understanding tradeoffs, and applying judgment in context.

Speed alone doesn’t help if it strips away that nuance.

Instead of assembling data across spreadsheets, PDFs, and notes, the team starts with structured outputs that bring together key information early in the process. This allows analysts to move more quickly to interpretation, discussion, and decision-making.

RevTek evaluates significantly more opportunities without reducing underwriting depth.

As RevTek’s use of F2 matured, it became embedded across the broader investment team, not just a single user or workflow.

A key driver of that shift has been the development of templates aligned to RevTek’s underwriting process. These templates encode how the firm evaluates deals, from initial screening through deeper analysis, directly into the workflow.

Instead of relying on individual experience or informal knowledge transfer, analysts now operate within a shared system that produces consistent, structured outputs.

This has had a direct impact on ramp time. New team members can step into live workflows, generate analysis, and begin contributing almost immediately.

These templates also drive faster internal alignment. Analysts can generate a structured snapshot of a deal within minutes, helping the team quickly assess whether an opportunity should move forward or be passed on early.

Over time, this has made underwriting more consistent across the team. Deals are evaluated through the same lens, outputs are easier to compare, and decisions can be made more efficiently.

As trust in the platform grew, RevTek expanded F2 into core underwriting workflows, including initial and subsequent advance credit memos.

These are detailed, high-stakes documents that require pulling together financials, structuring analysis, building tables, and synthesizing narrative, all while ensuring accuracy and traceability.

Previously, this work was fragmented. Analysts moved between spreadsheets, PDFs, and notes, manually assembling outputs and double-checking sources.

Increasingly, this includes working directly on top of spreadsheet data within F2, allowing the team to structure financials, run analysis, and incorporate outputs into memos without switching between tools.

The impact on timelines has been meaningful:

• Subsequent advances that once took about a week can now be completed in a few days
• Full credit memos that previously took roughly two weeks can now be completed in about a week or less

Importantly, the time saved is not used to move faster for its own sake. It is reinvested in improving the quality of analysis and the clarity of the final output.

Speed alone doesn’t earn trust in private markets. Outputs need to be defensible.

That’s what allowed RevTek to move F2 beyond screening into underwriting.

Every output generated in F2 is traceable back to its source, with visibility into how numbers are calculated and where they originate. This allows the team to validate results, resolve discrepancies, and ensure that outputs align with their own definitions and standards.

In practice, this makes review cycles more efficient. When something doesn’t align, it’s typically a difference in how a metric is defined or framed, and the team can quickly trace the logic, adjust the definition, and move forward without redoing work.

This is what enables faster workflows to still meet the standard required for real investment decisions.

As workflows became more standardized, RevTek also saw improvements in consistency across outputs.

Memos are more structured. Calculations are more uniform. And internal review cycles are smoother.

This reduces time spent addressing avoidable gaps and allows the team to focus on evaluating the substance of each deal.

RevTek operates in the lower middle market, where financials are often inconsistent and unstructured.

Preparing that data for analysis can be one of the most time-consuming parts of the underwriting process.

F2 helps standardize these inputs quickly, making them usable for analysis and modeling without extensive manual cleanup.

F2 handles the heavy initial lift, from ingesting materials and structuring data to working directly on top of spreadsheet inputs, generating analysis, and surfacing key insights.

The investment team remains responsible for interpreting that output, structuring deals, and making final decisions.

RevTek continues to expand its use of F2 into areas like portfolio monitoring, compliance tracking, and institutional knowledge.

What began as a solution to a specific bottleneck is becoming a system that supports repeatable decision-making across the fund.

With F2, RevTek is able to:

• Screen 2x more deals per originations lead
• Reduce memo timelines by ~50%
• Move from weeks to days on key workflows
• Standardize underwriting across the team
• Ramp new hires quickly
• Spend more time on judgment, not assembly

For RevTek, the value isn’t just speed.

It’s the ability to evaluate more opportunities, focus on the right ones, and make better decisions without increasing team size.

F2 helps investment teams move from messy materials to structured, auditable analysis faster, with the rigor required for real private markets decisions.

More deals. Better decisions. No tradeoff in quality.