Designed for
modern private credit
Most platforms were built for something else and bent to fit. Equipped starts from the asset – with a data model that natively handles bespoke facility terms, in-life amendments, complex interest mechanics, and multi-currency structures.
That foundation means governed calculations, clean audit trails, and reporting teams can stand behind — without the manual workarounds that create risk as you scale.
What we deliver
The Equipped difference
A purpose-built platform for running private credit portfolios—without the limits of spreadsheets or legacy systems.
Automated borrower data ingestion
Equipped extracts and structures borrower data automatically, providing a review layer before anything is committed to the system.
Flexible direct lending engine
Complex facility terms require system-driven logic, not spreadsheet workarounds. Equipped models with bespoke structures and governed calculations.
Covenant tracking
Equipped calculates covenants automatically as data updates - exceptions are surfaced centrally, not buried in a spreadsheet.
Portfolio aggregation and reporting
Oversight requires structured aggregation. Equipped rolls up from fund to facility to exposure seamlessly.
One governed system of record replaces fragmented workflows
Designed for lean credit teams managing bespoke loan portfolios
Equipped streamlines loan administration and portfolio monitoring within a governed, configurable SaaS platform, giving CFOs, COOs and Partners stronger oversight while freeing operations and analyst teams to focus on value-add activities.
Reduce operational risk
Governed calculations and structured workflows replace informal spreadsheet processes.
Improve transparency and oversight
Real-time covenant monitoring and consolidated portfolio views improve decision-making.
Scale without scaling admin
Automated ingestion, monitoring and reporting workflows reduce manual burden as AUM grows.
Run your direct lending portfolios on a platform designed for private credit
Move beyond spreadsheets and rigid legacy systems. Talk to us today.
