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Portfolio Management for private debt that streamlines research to origination to administration and reporting supporting the entire investment lifecycle.
Built to help Private Debt Managers make better investment decisions
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. |
Enhance and simplify portfolio management
