Private Debt Firm Upgrades Loan Tracking Platform

Portfolio solution facilitates growth with streamlined private debt process, from origination to administration and reporting.

Client Overview

Private Debt / Business Development Corp (BDC)
AUM: $1.3+ billion
North America
Runs two BDCs

Problems Faced

Replace an outdated credit solution that was clunky, outdated, and required a lot of manual work to update. Lacked a user-friendly portfolio management system for loan tracking, reporting and dashboarding. The inefficiency of the solution was an impediment to the growth of the firm.

Broadridge Solution

Simplify and unite the front, middle and back offices with one integrated system. The client wanted our core loan tracking capabilities and notices/invoicing functionality. Ease of use was an important factor in their decision.

Portfolio Management for Private Debt

Research & underwriting
Covenant monitoring
Analyze cash flow projections for loans and funds
Aggregate third-party data in the data warehouse
Loan management – invoices, investor statements and notices
Process management to streamline approvals

Why Broadridge

Selected Broadridge due to our industry expertise with BDCs in syndicated loans and direct lending.
Referred to us by another BDC that faced similar challenges.
Considered internally building their own solution until they saw the Broadridge solution.

Client Results

The client streamlined the research process, from origination to administration and reporting.
Strengthened loan covenant maintenance and compliance, including KPIs, required documents, calculations, and breaches.
Enabled a comprehensive workflow to review borrowers, actively tracks borrower data, and monitor new opportunities.

Learn more about our portfolio management solution.

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