Portfolio Management for Direct Lending

Direct lenders face multiple challenges in managing their existing investments, and the challenges grow multi-fold as the portfolio size grows. The complexities in onboarding a transaction, ongoing data management, and inflexible legacy systems makes it difficult for lenders to manage new originations while maintaining tight controls on their existing investments.

Our portfolio management solution combines our proprietary technology with a dedicated team of analysts to provide a holistic offering to address the challenges faced by direct lenders. The dedicated team ensures swift onboarding of new loans on to the system and responsive ongoing data management support while the flexible platform means lenders can align the reporting their exact needs.



A scalable solution to address the needs of direct lenders

  • Enterprise warehouse Centralized repository with clean, accurate and standardized data-set for all data and documents
  • Automated & bespoke reporting Custom dashboards across sectors tracking relevant KPIs, metrics and performance. Data aggregation across multiple portfolios enables benchmarking across portfolios & sectors
  • Early warning signals Reminders for recurring important events such as IPD, reporting obligations and alerts for potential & actual covenants, triggers, concentration limit breaches and other tests
  • Custom watchlist Ability to create custom watchlist for high-risk loans and monitoring with both quantitative and qualitative inputs
  • Manage leverage facilities Manage reporting across different leverage facilities - concentration limit, borrowing base and covenants
  • Strong support team Experienced team of analysts to assist in underwriting or portfolio management activities, investment memo drafting, reporting, and financial spreading

70+ Transactions

10+ Jurisdictions

Engagement Snapshots

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