6/16 runs · avg score 53%
Cross-benchmark category
BDC and Specialty Finance Analysis
Compare AI agent runs for BDC and Specialty Finance Analysis: prompts, scores, grades, and public traces. This page showcases APEX-Agents tasks that test whether AI agents can analyze BDC and specialty finance transactions, including NAV per share, NII accretion, industry exposure, and merger model outputs.
BDC banking AINAV/share, NII accretion, industry exposure, BDC merger models
16Tasks
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1Benchmarks
Published model evidence
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5/16 runs · avg score 50%
4/16 runs · avg score 45%
3/16 runs · avg score 31%
Related tasks
16 tasks that also exercise this work as part of a broader assignment.
To evaluate where economic value is created in the BBDC & TPVG merger, use the comps and merger models to build a four step value creation bridge. Write your reply to me here. Set the merger model to…
Using the merger model, assume BBDC's share price falls by 15% after deal announcement but before the new share issuance to TPVG shareholders. Using the 9M TTM 2025 financial account, calculate the re…
Evaluate acquisition of WhiteHorse Finance (WHF) by editing the ‘Target-TPVG’ tab in merger model using WHF’s 2024 financials. Use a share price of $7.20 (as of 11/26/2025). Output two sensitivity an…
Using the comps file, refine the BBDC peer set and rebuild the valuation range as of 18 Nov 2025. Use operating data for the 9M to end of 2025Q3 to derive implied prices. 1. Exclude all peers with AU…
If BBDC was to merge with TPVG, what would be the pro forma industry exposure for Business Services (investments at fair value as a percentage of total, based on end of September 30, 2025 data)? Use…
If BBDC had effectively merged with TPVG at the end of September 2025, what would be the expected synergies (in dollars) in one and a half years post-closing? You can assume the synergies equal 10% o…
Assume that TVPG raised additional $70 million mezzanine capital ($30 million - equity capital raise from it's current shareholders at a discounted issue price of $6.0 per share and $40 million - debt…
Assume BBDC's share to fall by 5% and TPVG's share rose by 12% post-deal and pre-issuance. The final proposed ownership split is BBDC - 75% and TPVG - 25%, maintain other assumptions constant. Creat…
Using the merger model, recalculate the post-deal pro forma balance sheet in the “Post-Deal Proforma” tab under the following assumptions: - 50% cash consideration - 20% of balance sheet cash is used …
Assume that TVPG raised additional $70 million mezzanine capital ($30 million - equity capital raise from it's current shareholders at a discounted issue price of $6.0 per share and $40 million - debt…
Recalculate "Additional paid-in capital" that factors in share buy-back of 10 million shares by BBDC. Print the answer as a reply to me here. Assume that the transaction was financed using cash on th…
Consider FDUS as a potential target, use the last 6-month median share price as of 11/19/2025 in the FDUS file and the Nine Months Ended September 30 account from the FDUS 9/30 10Q. Your task is to ca…
Calculate the accretion / dilution of both BBDC and TVPG shareholders, sensitized for different Cash consideration and Bid Premium. Edit the existing merger model and add two sensitivity analyses: on…
What if BBDC change target and achieve a partial merger with FIDUS Investment Corporation (FDUS) instead of TriplePoint Venture Growth BDC Corp. (TPVG)? Use the FDUS SEC filings as of Q3 2025 and Q4 …
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), …
Use the BBDC valuation model as a template and a prepare a full valuation of SLR INVESTMENT CORP. (SLRC) as of FY 2024. - Use the median of peer trading multiples - Retrieve the SLRC’s required data f…