Every workflow we have shipped,
drawn so you can start from it.
Playbook library
Covenant Watch
Borrower reporting packages read and tested against the credit agreement, with breaches flagged before quarter close.
Read the playbook: Covenant Watch
Get new playbooks as they ship
One email when a playbook is published or revised. Nothing else.
See three playbooks on one platform
Covenant Watch, Capital Call Flow and Loan Ops Ledger, running on the same record for a private credit fund.
See the Private Credit platformPrivate Credit
How we work in Private Credit
Covenant Watch
Borrower reporting packages read and tested against the credit agreement, with breaches flagged before quarter close.
Capital Call Flow
Notices computed from the LPA, sent per investor and reconciled to the cash that actually arrives.
Loan Ops Ledger
Agent notices matched to the loan system every day, with each break explained before month end.
Fund Management
How we work in Fund Management
Asset Management
How we work in Asset Management
Mandate Guardrails
IMA restrictions encoded once, screened before and after every trade, and attested with evidence.
Client Reporting Flow
Performance and holdings reports composed per client and reconciled to the books before release.
Research Intake
Research, filings and transcripts summarised overnight in the house format, every claim cited.
Recently updated
- NAV Pack ReviewTolerance bands now set per asset classFund Management
- Covenant WatchEquity-cure testing and cure-cap trackingPrivate Credit
- Research IntakeEarnings-call transcripts added as a sourceAsset Management
- Loan Ops LedgerNew break class for PIK togglesPrivate Credit
- Side-Letter RegisterMFN elections tracked per investorFund Management
- Capital Call FlowSide-letter excuse rights applied when each call is computedPrivate Credit
Pick the nearest playbook.
A two-week audit matches your process to one of the nine.
We price the build against the baseline the audit measures. If none of the nine fits, you leave with a ranked use-case ledger and no obligation to continue.