A modular platform built for the end-to-end credit and investment lifecycle

Get a complete view of investment performance with advanced tools designed for institutional oversight.

• Investment overviews
  Track exposures, trends, and KPIs with configurable dashboards and variance analysis.
• Fund and asset level dashboards
  Integrate fund admin feeds and aggregate investment data bottom up into a cleansed, reliable repository that powers fund-level oversight, asset-level analysis, and investor-ready reporting
• AI-powered data ingestion
  Extract structured financials, covenants, and KPIs directly from PDFs, Excel files, and servicer reports to remove manual reformatting.

Run loan administration with precision, consistency, and full auditability.

• Automated loan calculations
  Model bespoke terms, interest mechanics, fees, ratchets, and PIK features with consistent logic.
• Covenant and cashflow tracking
  Monitor covenants, cashflows, undertakings, and conditions subsequent in real time.
• Borrower portal
  Enable secure submission of financials, compliance documents, and notices to streamline communication.

Equipped gives teams a structured, repeatable way to collect and manage ESG and impact data

• Aligned with regulatory frameworks
  Centralise ESG metrics with scoring aligned to standards and regulations such as SFDR.
• Questionnaire engine for portfolio inputs
  Create custom questionnaires and have portfolio companies submit data through a secure portal, removing email and manual entry.
• Impact measurement and reporting
  Track impact metrics aligned with SDGs and IFC frameworks, with dashboards that surface outcomes at fund, company, and project level.

Equipped connects CRM, pipeline, and IC activity in one place, giving teams a clear view of deals before capital is deployed.

• CRM and relationship management
  Track contacts and advisor relationships with Microsoft 365 integration that keeps emails, notes, and interactions tied to each deal.
• Pipeline oversight and forecasting
  Run gated due diligence checks, model forecasted cashflows to assess impacts on fund returns and liquidity, and generate clear pipeline reports.
• Investment committee 
  Schedule ICs, capture minutes and actions, and centralise documents so approved deals can be traced back to their underwriting agreements.

Establish a scalable data foundation that links cash to assets and reconciles servicer reports automatically

• Centralised data warehouse
  Unify loan, borrower, collateral, and deal information from disparate sources into a single, reliable data repository.
• Automated ingestion, validation, and cleansing
  Standardise data on arrival with rules-based checks and machine learning that continually improves quality over time.
• Granular dashboards
  Bespoke dashboards surface portfolio trends across servicers and geographies, giving teams clear, drill-down visibility into performance drivers.