Unlock your potential in private markets

Manage private credit and collateralized loan obligations (CLOs) with speed, insight, and transparency with Sentry. Our technology simplifies portfolio management from research through reconciliation.

Power up to the fastest growing asset classes — all in one place

Customize experiences

Configure complex loans with ease. Set rates, frequencies, schedules, discounts, triggers, and more.

Scale with efficiency

Automate workflow, aggregate data, and reduce manual entry with AI tools and cloud applications.

Create ops clarity

Integrate front-, middle-, and back-office operations for greater visibility, integrity, and control.

Sentry for private credit

Streamline every process from research to origination to administration and reporting.

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Sentry for CLO

Model and manage securities with front-to-back workflows built for collateralized loan obligations.

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One platform delivers end-to-end flexibility, efficiency, and control

Full lifecycle support

Investment decision workflow
Portfolio management
Reconciliation
Compliance
Investment book of record (IBOR)

Private debt processing

Deal origination
Borrower and credit monitoring
Collateral management
Covenant monitoring
Performance management

Dynamic CLO insights

Flexible waterfall modeling
Scenario analysis
Hypothetical trades
Penny-accurate compliance

Simplified administration

Fee billing
Financial reporting
Notice and invoice processing
Payment processing

Put advanced insights and functionality at your fingertips

Sentry brings transparency and automation to every aspect of your CLO and private credit operations.

Research manager

Track, analyze, and share the borrower potential, company data, and market trends essential to loan decisioning.

Notice workflow

Instantly generate, track, and deliver branded invoices, lender statements, and notices.

CLO waterfall

Project waterfall results over the life of a deal. Incorporate scenario and stress testing into your analysis.

CLO compliance

Manage rule libraries and test hypothetical trades. Access drill-down views of data.

Covenant modeling

Monitor KPIs and required documents. Calculate covenants and receive automated alerts on covenant breaches.

Performance tracking

Detect early signs of distress. Calculate IRR and project cash flow under any scenario.

Our technology turns potential into performance

Flexible architecture

Our SaaS-based, browser-agnostic solution enables easy data exchange, supports API connectivity, and provides access from mobile devices.

Total transparency

Maintain a full audit trail of every action, with drill downs into the calculations behind the numbers. 

Configurable interface

Users can customize views to see any data they need, in the format they want to see it.  

Managed services

Our BPO adds expertise and efficiency to onboarding, reporting, and a host of middle-office functions.  

1,000+

Structured finance models

200+

Unique data feeds

See more. Do more. Grow more.

See how Sentry can simplify your operations from start to finish.

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