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Private Debt / Direct Lending

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Overview

Investors have long relied on disparate systems to manage data and workflow processes across originations, portfolio management, fund accounting, investor reporting, and back-office administration, with sub-optimal results. Allvue’s Private Debt solution is designed to manage complex processes throughout the entire investment lifecycle by accurately tracking portfolio and pipeline data, improving risk management, optimizing decision-making, streamlining operations, and supporting the accurate and timely preparation of ad-hoc or automated investor and portfolio reporting.

Key Features

  • User-defined dashboards, views and reports on all portfolio data
  • Custom research and monitoring with advanced Excel integration and reporting
  • Track and analyze prospecting activity for new deals and ivnestors with contacts inforamtion, conversation history and more
  • straight-through, integrated deal funding and portfolio allocations with user-defined blotters
  • Pre/post-close asset, portfolio and enterprise compliance testing and reporting, directly integrated with our Funding Workflow
  • Transaction processing and accounting for all portfolio investments
  • Back office operations and management of agent notifications outsourced to Allvue

Key Benefits

  • Manage deal pipeline, origination, underwriting, approval, and monitoring processes all in one place
  • Automate pipeline, investment approvals, and portfolio monitoring reports
  • Calculate historical and projected IRR
  • Analyze origination and deal activity with easily configurable dashboards and reports
  • Integrate directly with Excel financial models and third-party data services
  • Spread financials, track covenants, and trigger alerts as both financial and non-financial deliverables are uploaded

Media

Documents