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World221_TR_08

Investment Banking Quantitative Calculation
Investment Banking World 221 | task_f18f9e5701bf47a6a835d7d7bd6c7024

Prompt

Use "Comp Analysis – Modify" as a clean version of Comp Analysis. Replace peers WhiteHorse Finance (WHF) and TriplePoint Venture Growth BDC corps. (TPVG) and replace with SLR Investment Corp. (SLRC), Gladstone Capital (GLAD) and Stellus Capital Investment Corp (SCM). 

Use the attached SEC filings to complete the task. Retrieve the AUM, NAV / Share and Debt / Equity as of September 30, 2025, to complete the analysis. Calculate the mean and median for each key metrics considering BDCs with a Mark...

Files

snap_7df521e5265a43c585356624aaaced11 Use in Your Answer

Gold Response

Based on the updated peer set and using SEC filings as of September 30, 2025, the comparative analysis results for BDCs with market capitalizations between $350M and $900M are as follows:

## Mean metrics
- The Mean AUM is equal to $2,635.91M.
- The Mean NAV / Share is equal to $17.27.
- The Mean Debt / Equity is equal to 1.22x.

## Median metrics
- The Median AUM is equal to $2,400.00M.
- The Median NAV / Share is equal to $17.40.
- The Median Debt / Equity is equal to 1.28x.

Rubric (6 criteria)

6 criteria

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Input Analysis

Prompt
114 words - 662 chars
~148 tokens
Structure
10 sentences - 0 questions
Ref. Files
5 files
5 pdf

Output Analysis

Output Type
Message In Console
Response
text - 93 words - 11 lines
~121 tokens
Prompt Tokens
149
Gold Tokens
121
Total Tokens
334
Rubric
6 criteria

Tools (9 Servers)