Manage private and public credit — from origination to workout.
Track direct lending, unitranche, mezzanine, and distressed deals alongside broadly syndicated loans, HY bonds, and CLO tranches. One pipeline, one covenant tracker, one workspace — with AI-drafted credit memos, quarterly reviews, and workout playbooks.
- Credit pipeline
- Structured credit terms
- Covenant tracker
- Borrower monitoring
What the credit workspace actually looks like.
- Credit pipeline. Kanban and table view across sourcing → screening → underwriting → IC → docs → close.
- Structured credit terms. Capture instrument, tenor, benchmark, spread, OID, floors, fees, call protection, and covenants in structured fields — not scattered in a memo.
- Covenant tracker. Financial covenants with live cushion vs base case.
- Borrower monitoring. Quarterly KPIs per borrower with watchlist rating (green/yellow/amber/red), owner, and next review date.
What's in the credit workspace
Every capability designed around the workflow you already run.
Kanban and table view across sourcing → screening → underwriting → IC → docs → close.
- Filter by private vs public, instrument, sector, and stage.
Capture instrument, tenor, benchmark, spread, OID, floors, fees, call protection, and covenants in structured fields — not scattered in a memo.
Financial covenants with live cushion vs base case.
- Auto-flag breach and tight positions before the quarter ends.
Quarterly KPIs per borrower with watchlist rating (green/yellow/amber/red), owner, and next review date.
First-draft IC packs and quarterly reviews written from your data — you keep control of the narrative and the numbers.
Amendment, waiver, forbearance, refi, DIP, and loan-to-own workflows with tasks, docs, and approval sign-offs.
A 25-minute demo, on your numbers.
We'll load one of your live workflows and walk through it end-to-end — no slides, no generic sandbox.
Book a demo