Designed for Private Debt, adaptable to any workflow

Portfolio Management for private debt that streamlines research to origination to administration and reporting supporting the entire investment lifecycle.

Simplify and unite the front, middle and back offices with one integrated system The award-winning private debt software and direct lending solution enables your team to adjust to client workflows, update in real time, and scale as you grow. Power greater insight into investment composition and lowers operational risk.

• Manage deal pipelines and borrower financials
• Automate invoices, statements and notices
• Loan covenant maintenance and compliance
• Analyze risk and return scenarios
• Aggregate data across strategies, portfolios and assets
• Focus on performance with Managed Services

Features

• Risk Management: Effective identification and mitigation of risks.
• Performance Analysis: Detailed insights into private debt performance.
• Compliance: Ensures regulatory adherence.
• Integration: Seamlessly integrates with existing systems.
• Automation: Automates portfolio management processes.