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Portfolio Management for private debt that streamlines research to origination to administration and reporting supporting the entire investment lifecycle.
Streamline the process from research to origination to administration and reporting.
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Compliance Pre/Post trade asset, fund and firm-wide compliance testing, auditing & reporting. |
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Collateral Management Store, track, and report on collateral of all varieties using the integrated Data Warehouse. |
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Covenant Monitoring Monitor KPIs, required documents, calculate covenants, and receive automated alerts on covenant breaches. |
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Reconciliation Independently track and administer and compare to administrators via auto-reconciliation. |
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Borrower Monitoring Actively track borrower data, monitor new opportunities, streamline loan origination. |
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Notice Management Generate invoices and notices while tracking their status directly in the application. |
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Investment Decision Workflow Create, audit, and track custom workflows including checklists and documentation requirement. |
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Investment Accounting Accounting & transaction processing for all assets also available for investor and internal reporting. |
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Investor Reporting Multiple standard reports and custom report writing tool helps automate the creation of investor reports. |
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Portfolio Management Configurable dashboards, detailed Profit & Loss, project cash flows w/ IRR analysis. |
