Private Credit Market Growth

Is your firm prepared for the future?

In the rapidly evolving private debt industry, asset managers require robust tools to navigate complexity and drive success. This checklist outlines essential features of a private debt portfolio and order management system, including integrated borrowing base calculations, covenant compliance monitoring, efficient portfolio tracking, and customized reporting capabilities. With scalability, transparency, and real-time compliance at the forefront, these tools empower asset managers to meet growing investor demands, regulatory scrutiny, and operational challenges in a dynamic market.

Checklist		Key Considerations
	Integrated borrowing base calculations	Evaluate the system’s ability to track borrowing base calculations with up-to-date collateral valuations and ensure compliance with loan covenants.
	Covenant compliance monitoring	Review the ability to implement effective governance and contingency planning through regular monitoring and transparent reporting.
	Efficient portfolio monitoring	Understand the effect of potential investments quickly and accurately with robust scenario analysis tailored for private credit.
	Customized reporting capabilities	Assess whether the system can meet flexible and tailored reporting requirements, providing insights that are crucial for decision-makers in the private credit arena.
	Generate invoices, statements, and notices	Streamline and automate the creation and distribution of invoices, statements, and notices to ensure efficiency, accuracy, and compliance.
	Scalability	Determine if the software can accommodate the expansion of your private credit portfolios and manage a growing number of investments.
	Transparency and real-time compliance	Examine how the system meets investors’ increasing demands for transparency and heightens scrutiny from regulators and rating agencies, with real-time updates.

Transform your business with Broadridge’s Sentry portfolio management for Private Credit.

Our purpose-built web platform seamlessly integrates with your existing workflows, and scales effortlessly as you grow. We’re committed to providing our expertise to help you better manage all aspects of private debt administration and monitoring. With Sentry, gain a competitive advantage through enhanced scalability, comprehensive integration, and advanced risk management capabilities

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Our representatives and specialists are ready with the solutions you need to advance your business.

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+65 6438 1144	APAC

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Private Credit Market Growth

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