In 30 minutes, we’ll walk you through:
- Borrower data ingestion and validation: How financials from PDFs and spreadsheets are standardised and mapped into a structured data model
- Facility modelling: Configurable terms including PIK, ratchets, delayed draws and bespoke amortisation profiles
- Covenant monitoring and exceptions: Real-time calculations with clear breach and exception visibility
- Investor reporting outputs: Fund-level and facility-level reporting packs generated from a single source of truth
- Audit trail and controls: role-based permissions, calculation logic governance, and full change history
We will tailor the walkthrough to your strategy covering; direct lending, ABL, real estate debt, and reporting cadence.
