Private Credit Portfolio Monitoring

A team running thirty or forty facilities can't open each deal to find out where the risk sits. Yet that's how most private credit oversight works today: borrowing base certificates and board packs arrive as PDFs and get retyped, the borrowing base lives in a spreadsheet one analyst fully understands, and covenant tests are recomputed each quarter from numbers copied by hand. Nothing looks wrong until someone asks why availability moved, or which borrower is closest to breaching — and the answer takes two days to assemble.

Private credit portfolio monitoring is designed to answer "what needs attention today." Because borrower submissions are captured once into a shared store, and credit agreement terms are held as rules rather than spreadsheet formulas, the same numbers drive every deal calculation and the portfolio roll-up — and any figure on the portfolio screen can be traced back to the document the borrower sent.

Explore this interactive product tour to see how private credit portfolio monitoring helps:

• See total commitment against drawn, covenant status counts, and the tightest cushion in the book on one screen — with per-borrower and per-facility detail underneath
• Rank every borrower and covenant pair by cushion to breach, so the test to worry about is at the top of the list, not buried in a table
• Track gross borrowing base, reserves, net availability, and over-advance flags across the portfolio, broken down by receivables, inventory, and loan collateral
• Compare financials across borrowers over time — revenue, EBITDA, total debt, and more — then drill into a single borrower's financial, availability, and covenant cushion trends
• Monitor actual against projected interest, drawdowns, and repayments, and export any view to PDF for the credit committee pack

Ready to see it in action?

Complete the form to access the interactive tour and explore private credit portfolio monitoring for yourself.