Spotting Stale Portfolio Data at a Glance
See which portfolio companies are behind on quarterly financials, so follow-ups target only those.
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Use Cases
Explore how purpose-built technology helps sponsors, lenders and advisors work smarter across the debt lifecycle.
See which portfolio companies are behind on quarterly financials, so follow-ups target only those.
Lender notes roll up into one shared view of every deal and note across the team.
Compare any credit term across every portfolio company without reopening each agreement.
Capture informal amendment talks held by phone and email in a structured record using an offline deal.
Lenders respond in one shared term sheet, so responses line up side by side without counsel consolidating them.
Ask Claude about live deal activity directly, without exporting or pasting data first.
Encrypt hosted data with a key the client controls through their own cloud key management.
Pull live portfolio data into the firm’s own reporting tools through the API.
Build the lender book from live deal activity instead of a hand-updated spreadsheet.
Upload files of any size to the data room and share them with the whole lender group at once.
Portfolio company finance teams upload once, and the data reaches lenders and the firm’s portfolio record together.
Relationship, exposure and precedent records fill in from deal activity, with no separate CRM entry.