Direct Lending

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Black Mountain’s Direct Lending solution is designed around collecting, organizing, and reporting a high volume of disparate data, and governing complex business processes. 

Key Features

  • Manages deal pipelines, underwriting, approval and monitoring processes with all relevant data and documents in a single location
  • Integrates with Excel financial models and third party data services to provide ratings, pricing, asset and financial data
  • Captures and organizes underwriting analysis, investment rational and credit updates along with documents and event alerts to proactively manage data gaps
  • Provides configurable views and reports of both quantitative and qualitative portfolio, credit and process information
  • Integrates with other Black Mountain solutions including Portfolio dashboards and reports, Trade Order Management, and Compliance, allowing investment teams to leverage a broad set of features and data in daily routines

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