Solutions
Private Credit Managers
Private credit managers often struggle with disparate data and manual processes in Excel or email. Our comprehensive suite of tools unifies your data and streamlines operations, empowering every aspect of your business from sourcing and deal management to portfolio oversight and compliance.
Sourcing CRM
- Track interactions, contacts, and companies to unlock the value of your relationships
- Connect CRM to pipeline deals & closed deals to visualize the complete picture
Pipeline Tools
- Equip deal teams with tools to manage, triage, and analyze pipeline deals
- Customize metrics and data points to tailor analytics to specific needs
- With access to the public New Issue Calendar you can seamlessly engage in public deals or perform comparative analysis
Deal Underwriting & Monitoring
- Allows teams to take deals from screening to IC approvals to ongoing monitoring of deals
- Utilize the workflow to upload financials, monitor covenants, track commentary, set notifications, store documents, capture data, manage tasks, and define steps
Operations & Tasks Management
- Gain full visibility into outstanding tasks across deals and team members
- Assign tasks to specific users or groups for governance
- Schedule recurring and future tasks to ensure nothing falls through the cracks
- Enable Ops and Closers to efficiently manage and complete critical tasks concurrently
Funding & Allocations
- Manage commitments and fundings across multiple funds/accounts
- Streamline operations with by publishing transactions to Investment Accounting Systems
- Integrate with Deal workflows to initiate commitments directly from within deals and build upon data entered by investment teams
Portfolio Management
- View holdings across multiple portfolios & accounts with customizable user-defined views
- Monitor cash, including unfunded commitments. Leverage hypothetical scenarios to assess the impacts of upcoming commitments on the portfolio
Compliance Management
- Intuitive engine that allows users to define rules and thresholds
- Test concentration limits, asset eligibility, and restricted lists at both the Firm & Fund level