Private Debt / Direct Lending

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.

Overview

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

Media

Documents

Product/Service details