Research Management

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Black Mountain's Research Management solution streamlines the collection and distribution of your firm’s research and integrates it with your investment and trading activities.

Key Features

  • Manages investment pipeline, review, decision making, 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
  • Automate deal pipeline, investment approval and monitoring reports
  • Integrates with existing Excel models, financial spreadsheets, and third–party data such as ratings, pricing, security masters and financials
  • Populate watch lists and trigger alerts as financials are uploaded
  • 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
  • Provides configurable views and reports of quantitative and qualitative portfolio credit data and business-process flows
  • Integrates with all Black Mountain modules, as well as third party systems and data services, allowing analysts to leverage an even broader set of features and data in their daily routines

Key Benefits

Black Mountain's Research Management solution allows users to stop relying on email and Excel to manage the distribution of internal research and commentary.

Investment Analysis

  • Capture and expose industry and credit information to the right members of your team
  • Attach documents or link to existing network folders to provide context-sensitive access to all relevant information
  • Understand the what, when, why of all investment decisions with access to audited history
  • Track deals that you passed on, not just the deals you invested in

Financial Performance

  • Integrate with your existing custom Excel models, regardless of complexity
  • Integrate third party feeds to augment analyst entered data
  • Create and filter financial trends and comparable performance views
  • Populate watch lists and trigger alerts as financials are uploaded
  • Immediately identify and address data gaps across the entire organization


  • Automate deal pipeline, investment approval and monitoring reports
  • Eliminate the need to re-key data and compile data from disparate sources
  • Create, save and share ad-hoc views and reports based on real-time data

Product/Service details