Private Debt / Direct Lending

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Black Mountain’s Private Debt suite is designed to manage data and workflow processes throughout the lifecycle of investing, including collecting, organizing and reporting on a disparate collection of investor and portfolio data in order to provide accurate and timely results to automated and ad-hoc reports. While offering the full suite of modules, Black Mountain can also seamlessly integrate existing solutions for any of the functional elements in the lifecycle.

Key Features

  • Manages deal pipelines, underwriting, approval and monitoring processes with all relevant data and documents in a single location
  • Captures, organizes and reports analyst credit and industry commentary, underwriting analysis, investment rational and updates, related attachments, and reporting events
  • Integrates with Excel financial models and third party data services
  • Automatically populate watch lists, calculate covenants and trigger alerts as financials are uploaded
  • System calculates historical and projected IRR and provides helpful analysis tools
  • Manage contacts and conversations with CRM
  • Automate deal pipeline, investment approval and monitoring reports
  • Fully audited history of all information related to all deals reviewed, regardless of investment decision
  • Automatically identify missing or bad data across the entire organization

Key Benefits

Black Mountain's solution has been specifically designed to address any and all Direct Lending challenges.

Deal Management

  • Capture all relevant information at the right point in the process with unlimited workflow and data modeling capabilities
  • Manage data requirements and alerts with powerful rules engine
  • Create and distribute deal pipeline, investment approval and monitor reports
  • Attach documents or link to existing network folders to provide context sensitive access to all relevant information

Financials & Covenants

  • Integrate with existing custom Excel models, regardless of complexity
  • Create and filter financial trends and comparable performance views
  • Configure covenant calculations unique to each deal
  • Populate watch lists and trigger alerts as financials are uploaded

Reporting & CRM

  • Preserve and aggregate analysts’ commentary across all credits
  • Quickly scan for high priority commentary across entire portfolio using aggregate panel
  • Manage contacts and conversations with CRM



Product/Service details